Choosing the right Fields, visualizing your information and organizing your data can be overwhelming. Perhaps you're wondering where to begin? That's why we introduced In-app Templates.

Using Templates

By selecting Templates within Roadmap Home, a list of over 20 roadmap templates will appear. 

Simply choose a template to get view-only access of the roadmap.

After reviewing the template, you may decide to use it within your account. Add it to your account by selecting Use This Template located above the navigation.

By default, it will copy over all Items, Fields and Views. Should you wish limit duplication to the roadmap Fields and Views, select Clear Sample Data.

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