Settings & Configuration
Configure Product Roadmap to match your needs. From display options to voting rules, all settings are managed from the Roadmap menu.
Accessing Settings
Go to Roadmap > Settings in your WordPress admin.
Settings are organized into tabs:
- General
- Display
- Voting
- Pro Features (with Pro addon)
General Settings
Basic Configuration
| Setting | Description | Default |
|---|
| Roadmap Slug | URL base for items | roadmap |
| Enable Archive | Show archive page at /roadmap/ | Yes |
| Items Per Page | Default pagination | 20 |
Post Type Settings
| Setting | Description | Default |
|---|
| Public | Items visible to search engines | Yes |
| Has Archive | Enable archive page | Yes |
| Supports | Enabled features (title, editor, etc.) | All |
Permalink Structure
After changing slugs, visit Settings > Permalinks and click Save to refresh rewrite rules.
Display Settings {#display}
Template Options
| Setting | Description | Options |
|---|
| Default Template | Layout for shortcode | Kanban, List, Grid, Idea Box |
| Show Progress | Display progress bars | Yes/No |
| Show Votes | Display vote counts | Yes/No |
| Show Status | Display status badges | Yes/No |
Item Display
| Setting | Description | Default |
|---|
| Show Priority | Display priority badge | No |
| Show Category | Display category label | No |
| Show Date | Display publish date | No |
| Show Author | Display item author | No |
Single Item Page
| Setting | Description | Default |
|---|
| Enable Single | Allow individual item pages | Yes |
| Single Template | Template for item pages | Default |
| Show Related | Display related items | Yes |
Voting Settings {#voting}
Enable/Disable
| Setting | Description | Default |
|---|
| Allow Voting | Master switch for voting | Yes |
| Show Vote Count | Display number of votes | Yes |
| Show Voters | List who voted | No |
Permissions
| Setting | Options | Description |
|---|
| Who Can Vote | Logged-in only, Guests allowed, Specific roles | Who can submit votes |
| Votes Per User | 1, Unlimited | Votes allowed per item |
| Require Email | Yes/No | Guest email verification |
Guest Voting
| Setting | Description | Default |
|---|
| Allow Guest Votes | Non-logged-in users can vote | Yes |
| Guest Tracking | How to prevent duplicates | IP address |
| Rate Limit | Prevent rapid voting | Enabled |
Voting UI
| Setting | Description | Default |
|---|
| Vote Button Style | Button appearance | Default |
| Vote Button Text | Custom button text | “Vote” |
| Voted Text | Text after voting | “Voted” |
Status Configuration
Default Statuses
Product Roadmap includes four statuses:
| Status | Slug | Color |
|---|
| Under Review | under-review | Gray |
| Planned | planned | Blue |
| In Progress | in-progress | Yellow |
| Complete | complete | Green |
Managing Statuses
Go to Roadmap > Statuses to:
- Add new statuses
- Edit existing status names and colors
- Delete unused statuses
- Reorder workflow
Adding a Status
- Go to Roadmap > Statuses
- Enter name (e.g., “On Hold”)
- Enter slug (e.g., “on-hold”)
- Choose color
- Click Add New Status
Deleting a Status
Before deleting:
- Reassign items using that status
- Or they’ll become “uncategorized”
Category Settings
Managing Categories
Go to Roadmap > Categories to organize items.
Categories are hierarchical – you can have parent/child relationships.
Creating Categories
- Go to Roadmap > Categories
- Enter name (e.g., “User Interface”)
- Optionally select parent category
- Add description
- Click Add New Category
Pro Features Settings {#pro}
Pro Feature – This tab appears when Pro addon is active.
Feature Toggles
Enable or disable Pro features:
| Feature | What It Does |
|---|
| Analytics Dashboard | Vote tracking and metrics |
| Multi-Product | Separate product roadmaps |
| Timeline View | Gantt chart display |
| Drag & Drop | Visual item management |
| Import/Export | CSV bulk operations |
| Advanced Filtering | Additional filter options |
| Gutenberg Block | Visual block builder |
Multi-Product Settings
| Setting | Description |
|---|
| Enable Multi-Product | Turn on product taxonomy |
| Default Product | Product for new items |
| Show Product Filter | Display filter in shortcode |
Drag & Drop Settings
| Setting | Description |
|---|
| Enable Drag & Drop | Allow dragging items |
| Allowed Roles | Who can drag items |
| Frontend Enable | Allow on public pages |
Analytics Settings
| Setting | Description |
|---|
| Track Page Views | Count item views |
| Cache Duration | How long to cache stats |
| Dashboard Widget | Show in WP dashboard |
Timeline Settings
| Setting | Description |
|---|
| Default View | Starting zoom level |
| Show Dependencies | Display dependency lines |
| Show Assignees | Display user avatars |
Shortcode Defaults
Set defaults that apply when shortcode parameters aren’t specified.
Display Defaults
| Setting | Shortcode Equivalent |
|---|
| Default Template | template="kanban" |
| Default Order | orderby="date" order="desc" |
| Default Limit | limit="20" |
| Default Status | status="all" |
Voting Defaults
| Setting | Shortcode Equivalent |
|---|
| Show Votes | show_votes="true" |
| Show Progress | show_progress="true" |
| Allow Voting | voting="true" |
Advanced Settings
Performance
| Setting | Description | Default |
|---|
| Enable Caching | Cache shortcode output | Yes |
| Cache Duration | How long to cache | 5 minutes |
| Lazy Load | Load items on scroll | No |
REST API
| Setting | Description | Default |
|---|
| Enable REST API | Allow API access | Yes |
| Public Endpoints | Unauthenticated access | Yes |
| Rate Limiting | API request limits | Enabled |
Data Management
| Setting | Description |
|---|
| Delete Data on Uninstall | Remove all data when deleting plugin |
| Export All Data | Download complete backup |
| Reset Settings | Restore default settings |
Permissions
Capability Mapping
| Capability | Who Has It | What It Does |
|---|
| manage_roadmap | Administrators | Full access |
| editroadmapitems | Editors+ | Create/edit items |
| deleteroadmapitems | Editors+ | Delete items |
| publishroadmapitems | Editors+ | Publish items |
Customizing Permissions
Use a role management plugin to:
- Grant roadmap access to specific roles
- Create custom roles for roadmap managers
- Restrict access to certain features
Troubleshooting Settings
Settings not saving
- Check user permissions
- Verify JavaScript is working
- Clear browser cache
- Try different browser
Reset to defaults
- Go to Roadmap > Settings
- Scroll to bottom
- Click Reset to Defaults
- Confirm the action
Export/Import Settings
Export:
- Go to Roadmap > Settings > Advanced
- Click Export Settings
- Save the JSON file
Import:
- Go to Roadmap > Settings > Advanced
- Click Import Settings
- Select saved JSON file
- Apply imported settings
Best Practices
Start Simple
- Use default settings initially
- Adjust based on actual needs
- Don’t enable everything at once
Document Your Setup
- Note customizations you make
- Keep track of why settings were changed
- Review settings periodically
Test Changes
- Use staging site for major changes
- Verify frontend after adjustments
- Check edge cases (guests, different roles)
Next Steps
