Roadmap Planner is a smart planning software that serves you as a reliable framework to develop a business strategy, achieve goals, and hold steady your priorities. This Document Appearance manual will take you through the fundamentals and basics of the app, and will help you to learn how to make the planning process quicker and easier. Here you will find a description of all the tools that you will need to build your roadmap, and the detailed guide how to use them for your convenience.

Document

Document is a framework with the necessary tools to assist you to create and manage your projects and tasks. All tools are arranged in the Toolbar and the Edit panel..

In the Toolbar menu you can

  • Browse your projects and tasks in the Outline view
  • Add a project, task, dependency, backlog item, milestone, or scope
  • Undo or redo changes
  • Zoom a document
  • Hide/Show completed items
  • Leave a feedback
  • Share a document
  • Showcase your visualized plans
  • Print a document

The Edit panel allows you to

Set a start\finish date of the projects
Fix document boundaries

This option allows you to keep the finish date of the projects unchanged.

Set the default distance between task

When you create a new task, it will appear in the fixed distance from the selected task

View effective space only

All the gaps between the completed items, such as tasks and milestones, will be automatically hidden to let you focus on the active works only. Enabled by default.

Customize the color

In the Background tab, choose the preferable color for

  • Background of your document
  • Today line
  • Timeline separating characters
Choose a preferable font

In the Text style tab, set the appropriate font for your tasks and projects. Choose preferences for

  • Font family
  • Font weight
  • Font size

Project

Project is a set of interrelated tasks. It allows you to create linear and parallel tasks for your team that will automatically resize the project, so you don’t need to set additional settings for this.

Create a project

You have several options to create a new project:
  • Toolbar → Add... → Project
  • Just double-click on the empty area in the document
  • In the upper menu, go to Insert → Project
  • Control + ⌘ + P

Edit your projects

Change the name
  • Double-click the project name and enter a new one
  • Select a project and make necessary changes in the Content tab

You can still see the name of the project, no matter how far you will scroll it.

Customize the color

To set a specific color, select a project and go to Content > Color
.
This will help you to easily detect the necessary project when you enter the document next time.

Duplicate a project

If you need to make some changes to the existed project for a part of your team, but you still need the original variant, you can copy the project and paste it in a blank space of the document or just press ⌘ + D.

Manage your projects

Drag-and-drop your projects to easily sort and prioritize them.

Remove a project

To delete a project, select a project and go to Content > Remove project

Sort projects

If you need to re-think the priority of your projects, you can change their order using the specific buttons in the Content tab.

  • Move a project one line down
  • Move a project to the bottom of the list
  • Move a project one line up
  • Move a project to the top of the list

Backlog

Backlog is a dynamic list of tasks and ideas that are to be added to a specific project when the time is due.

Create a backlog

To add a backlog to the project, you have the following options:
  • Project properties → Backlog →
  • Toolbar → Add... → Backlog item
  • In the upper menu, go to Insert → Backlog
  • Control + ⌘ + B

Edit a backlog item

Edit a backlog

To edit the backlog, tap on it. A window with details will pop up. Here you can:

  • Change the name of the backlog item
  • Add notes
  • Choose a project it is related to
  • Set a priority

Note, if several backlog items of one project have the same priority, they will be sorted from the newest to the oldest.

Remove a backlog item

If you want to remove backlog items, go to the Content tab, click on the edit button and then tap near the definite items.

Move an item from the backlog

Add a backlog item to the project, using a drag and drop technique.

Item

Item is a discrete task that must be accomplished by a single individual or a team.

Create an item

To add a new item you have five options:
  • Toolbar → Add... → Item
  • Right-click on the appropriate project field and select Add Item
  • Double click within the appropriate project field
  • In the upper menu, go to Insert → Item
  • Control + ⌘ + I

Edit your items

Use the Edit Panel

Select an item and use the Content tab to:

  • Change the name
  • Set a start/finish date
  • Set a duration
  • Add notes
  • Add images
  • Remove
Inside the Project
  • Double-click on the item to change the name
  • Change the timeline and duration of the items 
with a wysiwyg technology
  • Tap on to set dependencies between the items
  • Right-click on the item and choose Delete in the popped up menu
Duplicate an Item

To copy/paste the item within the one project, use a right-click or the ⌘ + D shortcut.

The item details

If the project is overloaded with items and it is hard to detect a name or a duration of the specific item, hover over it and a tooltip with necessary information will pop up.

The name of the item will also occur as a footnote at the bottom of the document. The color of the footnote will be equal to the color of a project the item is related to.

To instantly find the item in the project, click its name in the footnotes.

Monitor the progress

The Completion Status feature indicates the current item progress, reflected as a percentage of works that have been completed.

To set the item progress value you can:

  • Move a slider right under the item on the timeline
  • Type the exact percentage, or move a slider as well, in the Edit Panel

Milestone

Milestone is a scheduled event that indicates the achievement (or non-achievement) of a certain goal through the carrying-out of the planned works

Create a milestone

You have various options to create a new milestone:
  • Toolbar → Add... → Milestone
  • Right-click on the appropriate project field and select Add Milestone
  • In the upper menu, go to Insert → Milestone
  • Control + ⌘ + M

Edit a milestone

Select a milestone and use the Content tab to:
  • Change its name
  • Set a type
  • Mark it as achieved, when the time is due
  • Set a due date
  • Add notes
  • Delete the milestone

Dependency

Dependency is a relationship between items, and means that one cannot begin or be completed until one or more other items are fulfilled. This is a smart option to control and check the sequence of tasks performance.

Create a dependency

You can set dependencies between items of the same or different projects right in the document.

  • Select an item, press , and link it to another item or milestone
  • Toolbar → Add... → Dependency → Select the appropriate items

Delete a dependency

To delete the dependency, mouse over it and tap

Scope

This feature allows you to organize all your tasks, works, and goals into groups that will indicate definite stages of each project.

Create a scope

Choose one of the following options to create a new scope:
  • Toolbar → Add... → Scope → select the appropriate items → Create Scope
  • Select several items within one project (by holding ⌘) → Right click → Create Scope
  • Right-click within a project area → Add Scope
  • In the upper menu, go to Insert → Scope
  • Control + ⌘ + S

Edit a scope

In the Scope Properties tab you can:
  • Change the scope name
  • View its timeframe
  • Mark as completed
  • View the list of scope items
  • Add notes
  • Delete the scope

You can also easily drag-and-drop a scope or its items across the timeline.

Zoom

Zoom is a tool to make your document navigation more easy and comfortable.

Zoom in or zoom out the document to be able to get a closer view of your items and dependencies. You can also use shortcuts ⌘+/⌘- to quickly set the desired zoom level.

Instantly choose a more preferable display area of the document:

  • a month
  • a quarter
  • a half year
  • a year

Also, you can simply fit your document to the display width.

Moreover, you can create your personal zoom setting for the maximum convenience, by selecting Custom in the drop-down list

Hide/Show completed items

Select Hide Completed to conceal all the completed items, and to focus on the active units only. Press Show Completed to view both completed and ongoing items at once.

Feedback

If you have any questions or suggestions, you are more than welcome to shoot us a message.

Sharing

Involve your team in a common process to smoothly achieve defined goals.

  • Press the Share button in the toolbar, input the email address of your team member, and select Invite.
  • Set the access level for each invited user individually, either Can Edit or Read Only

Presentation

Convert your roadmap into an appealing presentation in one click by following these simple steps:

  1. Connect your device to an external monitor or a projector
  2. Press Presentation
  3. Choose which part of your document you want to showcase to the participants by dragging the display borders

Printing

To print your roadmap, navigate to File → Print and set the required parameters for printing:

  • Document timeframe
  • Pages to print
  • Projects to print
  • The All on one page option

Footnotes with item descriptions will be printed on a separate page.

With a smart printing technology, your documents will remain well-rounded and attractive to share with stakeholders.

Timeline

Timeline is a convenient linear scale ranged from days to months, quarters, and years. It displays the sequence your items are to be fulfilled.

Using the timeline, you can accurately set a duration to your item right in the project, as it shows the day your cursor is at the moment.

The timeline will always be visible, no matter how far you will scroll the document down.

Hide Outlines and the Edit panel to clearly view your roadmap.

Outlines

View the whole document in a layered architecture to focus on its structure without getting lost in the content.

Undo/Redo

Undo

Undo is a function that allows you to cancel your last entry, and revert to the earlier action performed in the document.

Redo

Redo is a fast and easy way to return any undo actions again.