There are two ways to create a roadmap in Roadmunk: from scratch or using one of the customizable in-app templates. Let's start by looking at how to create a roadmap from scratch.
Create a new roadmap from scratch
When you log in to Roadmunk, the first thing you see is your Roadmap Home. This dashboard is where you can see and access all your roadmaps as well as the ones other people in your account have shared with you. The dashboard is also where you start to create a new roadmap.
1. Click the New Roadmap button (only appears when you have no roadmaps).
2. Click the NEW button at the top of the navbar and then select New Roadmap in the dropdown.
3. In the Create Roadmap dialog, enter a Title and select a Fiscal Year-End.
4. Click Create.
The first view you get of your new roadmap is the Items Table.
Because you started from scratch, your roadmap has no data, and so the Items Table is empty except for the header row. You'll learn how to add items to your roadmap in the next step of the tutorial, Create and import items.
Note that the Items Table has two default fields: Items and Date. All Roadmunk roadmaps have these two key fields and they can't be deleted. You'll learn how to add other fields to a roadmap in step 3 of the tutorial, Add and create fields.
You've just created your first roadmap. That was easy, wasn't it? Next, let's look at how to create a new roadmap using one of Roadmunk's templates.
Create a new roadmap from template
Roadmunk templates quickly get you started with one of over twenty roadmap types including Product, Program, Project, Product Development, Marketing, and more. Each roadmap template comes with the recommended fields but is fully customizable so you can make it your own.
1. On the Roadmap Home navbar, click Templates.
2. In the template list, select the template you want to use. For the tutorial, we're selecting the Feature Roadmap template.
3. On the top navbar, click Duplicate.
4. In the New From Template dialog, change the roadmap's Title and Fiscal Year-End or keep the default ones.
5. If you don't want to duplicate the template's sample data, select Clear sample data. NOTE: Every roadmap comes with sample data that you can duplicate as well as the fields. The sample data is really useful if you want to test a roadmap type before creating one of your own. For the tutorial, we're choosing not to copy the data.
6. Click Create.
In the roadmap's Items Table, you can see the fields that were added from the template in addition to Items and Date. You can remove any of the template fields you don't want as well as add others that don't come in the template. You'll learn how to do that in step 3 of the tutorial, Add and create fields.
You've now gone through the two different ways of creating a roadmap and can compare them to choose the one that works best for you.
Now that you've created a roadmap, you're ready to add items to it. To start, let's go to the next article in the tutorial, Step 2. Create and import items.