There are two ways you can add items to a roadmap: creating them manually or importing data from a CSV file. Whichever way you choose, the simplest and easiest place to add items is the Items Table.
The Items Table gives you a tabular view of the items (data) in a roadmap. Each row in the table is an item, and each item is made up of fields, one field per column in the table. With every item you create, a new row is added to the table.
Creating a new item manually
Every roadmap created from scratch starts out with two default fields in the Items Table: Items and Date. Although you can create a new item just by filling in the Items field with the item's name, you won't get much out of your roadmap if you don't complete the other fields.
Create and add the item to the Items Table
1. Click the Create New Item button (only appears when the roadmap has no items).
2. Click the + Item button
3. In the Create New Items dialog, enter an Item Name. This name is what appears in the table's Items field
4. Click Create and then click X to close the dialog. The new item gets added to the table as a new row.
NOTE: The dialog stays open until you close it so you can continue to quickly add more items one after another.
Inline Item Creation
The Items Table also has support for inline Item creation, letting you simply and quickly add Items to you roadmap.
- Navigate to the Items Table.
- Scroll to the bottom of the Items Table and click on the Add new item cell.
- Input your item name and press Enter when done. Notice how you are able to add consecutive items without interruption.
Set the item's Date
An item's Date can be a range of dates or a specific date.
1. Click inside the item's Date field to open the date picker.
2. To set a date range, select the Start Date and the End Date. To set a specific date, select it as the Start Date. The End Date is automatically set to the same date.
3. Click anywhere off the date picker to close it.
NOTE: You can also set the date(s) in the item card.
Fixed date or bucket?
If you don't have fixed dates for an item yet, you can add the item to a time bucket such as Soon or Future instead. Buckets let you be more flexible with scheduling so you can start roadmapping your strategy before you have all the pieces.
To add an item to a bucket, click the Bucket icon in the date picker instead and select the bucket in the drop-down.
You've just added your first roadmap item. To view details of the item, click the items name in the item's table to open the item card. The item card is like command central for items, where you can view, edit, and manage everything associated with an item.
Import data from a CSV file
Instead of entering items by hand, you may have data that you want to import into a new roadmap. To do this, you export your data to a CSV file and then import the CSV file into Roadmunk.
Setting up the CSV
There's some simple formatting the CSV file needs to follow for the import to work: the file must have an Item field that maps to the roadmap's Items field and it must have field name headers.
To make creating this file real easy for you, we've created a CSV template you can download here. The template has Items, Description, and Start and End Date columns. It also has a Bucket column for items without fixed dates. If your data has other fields, just add them to the template and they'll be automatically added to the roadmap.
IMPORTANT: The items in the CSV should have either Start and End Dates OR a Bucket. If they have both, only the Buckets will be imported.
Starting the import
Start the import of the CSV file in the Items Table.
1. Click the Import from CSV button (appears only if the roadmap has no items).
2. On the View navbar, click the Import icon and select Import from CSV in the dropdown.
Uploading the CSV
The Import CSV dialog walks you through the import, starting with uploading the CSV file.
1. In the Import CSV dialog, drop the CSV file onto the Upload CSV tab or click to browse and select the file.
Checking field mappings
1. In the Field Mapping tab, you should see the Item field in the CSV mapped to the Item field in Roadmunk.
2. You should also see the remaining fields in the CSV mapped to corresponding fields in Roadmunk. If you decide that you don't want to import one of the fields in the CSV, click Remove in the field's Roadmunk dropdown.
3. If the CSV file has both Start and End Date AND Bucket, choose the one you want to import and remove the other. If an item has both, only the Bucket will be imported.
4. Roadmunk auto-detects the date format in the CSV and sets the format in Roadmunk to match. If see that the formats don't match, select the right one in the Date Format dropdown.
5. If everything looks good, click Next.
Finishing the import
1. The Import tab shows a quick summary of how the items will be imported. For the tutorial we're importing to a new roadmap, so all the items are being imported and 0 are being updated.
2. To finish the import, click Update & Overwrite All.
And voila, you can now see all the items from the CSV in the roadmap's Items Table.
You've now seen how all roadmaps in Roadmunk start out with the two default fields: Items and Date. You've also seen how other fields are added to a roadmap through a data import. What's next is for you to see how to add a field to a roadmap manually. To do that, go to the next step in the tutorial, Step 3. Add and create fields.