Managing Roadmap Items

Everything you need to know about creating, editing, and organizing your roadmap items.

Creating Items

Add a New Item

Go to Roadmap > Add New
Enter a clear, descriptive title
Write a detailed description

Title Tips:

Keep it concise (under 60 characters)
Start with an action verb when possible
Be specific: “Add dark mode toggle” vs “Dark mode”

Description Tips:

Explain the problem being solved
Describe the expected outcome
Include any relevant context or constraints

Item Fields Explained

Field	Purpose	Example
Title	Short name for the feature	“Export to PDF”
Description	Full details about the item	“Allow users to export their dashboard data as a PDF report…”
Status	Current workflow stage	In Progress
Priority	Importance level	High
Progress	Completion percentage	65%
Category	Grouping for organization	“Reporting”
Tags	Additional labels	“mobile”, “requested”

Status & Priority {#status-priority}

Default Statuses

Product Roadmap comes with four statuses that cover most workflows:

Status	When to Use	Color
Under Review	New ideas being evaluated	Gray
Planned	Approved for future development	Blue
In Progress	Currently being worked on	Yellow
Complete	Shipped and available	Green

Customizing Statuses

Need different statuses? Go to Roadmap > Settings > Statuses to:

Rename existing statuses
Add new statuses
Change status colors
Reorder the workflow

Example Custom Workflow:

Submitted → Evaluating → Approved → Building → Testing → Shipped

Priority Levels

Priority helps you communicate urgency:

Priority	When to Use
Low	Nice to have, no timeline pressure
Medium	Important but not urgent
High	Significant impact, schedule for soon
Critical	Must do immediately, blocking issue

Progress Tracking {#progress}

Show users how close a feature is to completion.

Setting Progress

Edit a roadmap item
Find the “Progress” field in the sidebar
Enter a percentage (0-100)
Update the item

Progress Display Options

Configure how progress appears under Roadmap > Settings > Display:

Option	Result
Show progress bar	Visual bar showing completion
Show percentage	Numeric display (e.g., “65%”)
Hide progress	No progress indicator shown

Progress Best Practices

Update progress regularly (at least weekly)
Use round numbers (25%, 50%, 75%) for simplicity
Set to 100% only when truly complete
Consider automating with project management integrations

Organizing Items {#organization}

Filtering by Category or Tag

Display specific groups on your roadmap:

[roadmap category="user-interface"]
[roadmap tag="customer-requested"]

Bulk Editing

Manage multiple items at once.

Quick Edit

Go to Roadmap > All Items
Hover over an item
Click Quick Edit
Change status, priority, or category
Click Update

Bulk Actions

Go to Roadmap > All Items
Select multiple items using checkboxes
Choose an action from the Bulk Actions dropdown:
Click Apply

Pro: Advanced Item Management

Pro Features – Require the Pro addon.

Drag & Drop Status Changes

Move items between statuses by dragging:

Enable drag & drop in Roadmap > Settings > Pro Features
Go to your frontend roadmap
Click and drag any item to a new status column
Changes save automatically

Learn about Drag & Drop →

CSV Import

Add items in bulk from a spreadsheet:

Go to Roadmap > Import
Download the sample CSV template
Fill in your items
Upload and import

Learn about Import/Export →

Multi-Product Assignment

Assign items to specific products:

Edit any roadmap item
In the sidebar, find the Product dropdown
Select the appropriate product
Update the item

Learn about Multi-Product →

Dependencies

Link related items together:

Edit an item
Find the Dependencies section
Select items this depends on
Update to create the relationship

Dependencies show which items must be completed before others can start.

Assignees

Track who’s responsible for each item:

Edit an item
Select a user from the Assignee dropdown
Assignee avatars display on the roadmap

Best Practices

Naming Conventions

Use consistent patterns for clear communication:

Pattern	Example
Action + Feature	“Add export to CSV”
Area: Feature	“Dashboard: Add quick filters”
[Type] Feature	“[Bug] Login timeout issue”

Status Discipline

Move items through statuses promptly
Don’t leave items in “In Progress” indefinitely
Archive completed items periodically
Review “Under Review” items weekly

Progress Updates

Schedule regular update sessions
Tie updates to actual milestones
Communicate major progress changes to users
Use 0% for items not yet started

Next Steps

Goal	Guide
Set up user voting	Voting & Feedback
Customize how items display	Display Options
Track releases	Changelog
Analyze engagement	Analytics	Pro