Creating a Roadmap

You can create a roadmap manually or let the AI generate one based on your goals. Both approaches result in a structured plan you can customize and share with your team.

Create a Roadmap Manually

1. Go to Roadmaps in the navigation.
2. Tap + New Roadmap.
3. Enter a roadmap title (e.g., "Q3 2025 Growth Plan").
4. Set a start date and end date.
5. Tap Create.

The roadmap opens in edit mode, ready for you to add sections and items.

Adding Sections

Sections are the main categories or themes of your roadmap.

1. In the roadmap editor, tap + Add Section.
2. Enter a section name (e.g., "Marketing," "Product Development," "Hiring").
3. Repeat for each area of focus.

Adding Items to Sections

1. Tap the + button inside a section.
2. Enter the initiative or milestone name.
3. Set a start date and target date for the item.
4. Optionally assign an owner (team member).
5. Tap Save.

Editing Roadmap Items

Tap any item to open its detail view. From there you can:

• Rename the item
• Adjust dates
• Change the assigned owner
• Update the status (e.g., Not Started, In Progress, Complete)

Reordering Sections and Items

Press and hold a section or item, then drag it to the desired position.

Tips

• Keep section names broad enough to group related initiatives, but specific enough to be meaningful.
• Limit your roadmap to 5–8 sections for clarity — a roadmap with 20 sections is hard to communicate.
• Set realistic date ranges. An overstuffed 30-day roadmap with 50 items loses its value quickly.