Clubhouse Labs Beta Feature!
Clubhouse Labs is available for any Organization size when you upgrade to any paid plan. If you want access to Roadmap and other Clubhouse Labs beta initiatives, have an account Owner upgrade today!
Roadmap makes it even easier to plan, visualize, and communicate work across your Organization. Keep your team ahead of blockers, and collaborate on the best course of execution while managing expectations with an easily digestible big picture look at everything going on.
With the Roadmap View, we allow multiple Epics to be planned at once. The Roadmap view is a visual representation (via a Gantt chart) of multiple Epics in a given year. You can also see Milestones alongside Epics, to connect your short-term efforts to long-term business goals. Epics and Milestones must have start and end dates to show up on your Roadmap.
Enable Roadmap
To enable the Roadmap view for Epics, navigate to your Account Settings <> Workspace Features <> Clubhouse Labs (if you haven't upgraded to Standard you'll be prompted to). Once there, you can toggle any of our current beta programs on or off.
You can view the Epics in the Roadmap across 3 ranges: Weeks, Months and Quarters.
You can also exclude dates from showing in the Roadmap, in addition to be able to view the Roadmap in Presentation mode:
Display options also provide the ability to export the roadmap view as a PNG image file for easy sharing. Clicking Export as PNG option will provide you with a date range selector and a preview of said roadmap. The preview will match the current View settings (i.e. Weeks, Months or Quarters).
Epic Priority
Currently, Epics are ordered in the Roadmap by Priority. Highest is top priority, while bottom is lowest priority. While in the Roadmap view, interactivity of Epics is at your disposal. You can drag-and-drop Epics above one another to designate their priority in the Roadmap.
Changing Epic dates
Besides changing their priority, Epics can have their Start and End date changed via simple drag and drop. Simply hover over the edge of an Epic's box in the Roadmap, and drag across accordingly. You can also drag the body of an Epic to change both its Start and End date at once.
Milestones Grouping
By default, the Roadmap page will show Epics ordered by priority. However, these can be grouped by their corresponding Milestones to get a better high-level overview of your organization's initiatives. You can view this by clicking on the Display dropdown > selecting Show Milestones. You may also choose to show or collapse all milestone by default from this drop down.
Share your Roadmap View
Filter a version of the Roadmap and share the URL so others can view it with the same filter parameters to ensure all of your stakeholders have access to your product roadmap. Simply add your filters, and then copy or bookmark the URL from your browser for easier access.
Additional Filters
Access more filters to customize your Roadmap views by:
- Milestones
- Categories
- Epics
- Epic Owners
- Epic Teams
- Epic States
- Epic Labels
- Projects