Getting Started with Product Roadmap

Getting Started with Product Roadmap

Set up your first roadmap in under 10 minutes. This guide walks you through installation, initial setup, and creating your first roadmap item.


Installation

From WordPress.org

  1. Go to Plugins > Add New in your WordPress admin
  2. Search for “Product Roadmap”
  3. Click Install Now on the plugin by Starter Starter
  4. Click Activate

Manual Installation

  1. Download the plugin ZIP from WordPress.org
  2. Go to Plugins > Add New > Upload Plugin
  3. Choose the ZIP file and click Install Now
  4. Click Activate

After activation, you’ll see a new Roadmap menu in your WordPress admin sidebar.


Setup Wizard {#setup-wizard}

When you first activate the plugin, a setup wizard helps you configure the basics.

Step 1: Welcome

Click Let’s Get Started to begin configuration.

Step 2: Display Settings

Choose how your roadmap looks:

SettingOptionsRecommendation
Default TemplateKanban, List, GridKanban for visual appeal
Items Per Page10-10020 for balanced loading
Show Progress BarsYes/NoYes for transparency

Step 3: Voting Settings

Configure how users can vote:

SettingOptionsRecommendation
Allow VotingYes/NoYes for engagement
Who Can VoteLogged-in, Guests, BothBoth for maximum feedback
Vote DisplayCount, NoneCount to show popularity

Step 4: Status Configuration

Set up your workflow stages. Default statuses work for most use cases:

  • Under Review – New ideas being considered
  • Planned – Approved for future work
  • In Progress – Currently being built
  • Complete – Shipped and available

You can customize these later under Roadmap > Settings > Statuses.

Step 5: Complete

Click Finish Setup to save your configuration.


Creating Your First Item {#first-item}

Now let’s add something to your roadmap.

Step 1: Add New Item

  1. Go to Roadmap > Add New
  2. Enter a title (e.g., “Dark Mode Support”)
  3. Add a description explaining the feature

Step 2: Set Item Details

In the sidebar, configure:

FieldWhat to Enter
StatusChoose current stage (e.g., “Planned”)
PrioritySet importance (Low, Medium, High, Critical)
ProgressEnter percentage complete (0-100)
CategoryOptional grouping (e.g., “UI”, “Backend”)

Step 3: Publish

Click Publish to make the item visible on your roadmap.


Displaying Your Roadmap

Add the roadmap to any page or post.

Using the Shortcode

  1. Create a new page (e.g., “Our Roadmap”)
  2. Add this shortcode: [roadmap]
  3. Publish the page

Basic Shortcode Options

[roadmap]                           // Default display
[roadmap status="planned"]          // Show only planned items
[roadmap template="list"]           // List view instead of kanban
[roadmap show_votes="true"]         // Display vote counts

See all shortcode options →


What’s Next?

Now that you have a basic roadmap running, explore these topics:

GoalGuide
Add more items efficientlyManaging Items
Get user feedbackVoting & Feedback
Customize the displayDisplay Options
Track releasesChangelog

Pro: Advanced Setup

Pro Feature – These options require the Pro addon.

Analytics Dashboard

After installing Pro, visit Roadmap > Analytics to see:

  • Vote trends over time
  • Most popular items
  • User engagement metrics

Learn about Analytics →

Multi-Product Roadmaps

Managing multiple products? Pro lets you create separate roadmaps:

[roadmap product="mobile-app"]
[roadmap product="web-platform"]

Learn about Multi-Product →

Gutenberg Block Builder

Pro includes a visual block for the WordPress editor:

  1. Edit any page
  2. Add the “Product Roadmap” block
  3. Configure settings in the sidebar panel
  4. See a live preview as you work

No shortcode syntax to remember.

Get Pro Addon →


Troubleshooting First Setup

Roadmap page is blank

  • Check that you published at least one roadmap item
  • Verify the shortcode syntax: [roadmap]
  • Clear any caching plugins

Voting not working

  • Go to Roadmap > Settings > Voting
  • Ensure “Allow Voting” is enabled
  • Check your voting permissions setting

Styles look broken

  • Ensure your theme doesn’t conflict with the plugin CSS
  • Try switching to a default WordPress theme temporarily
  • Check browser console for JavaScript errors

More troubleshooting tips →

Last updated: March 4, 2026