For more details on available features in other plans, click here.
Terms to Know
- Formatting menu - The central menu for organizing the layout of your roadmap. Here you can select your headers, colors, and completely customize the display of your roadmap visualization.
- Fields - Categories or attributes that you can use to organize, group, filter, and pivot roadmap data in different ways. Simply put, fields contain item data.
- Field values - The individual components that make up a field. For example, you can have a field called Status, and it’s field values are Future, Soon, Up Next, In Progress, Complete.
- Legend tab - Responsible for outlining the current colors and by which field they are colored.
Color palettes are a great way to add a finishing customized touch to your roadmap. Roadmaps can be enhanced with a native palette, or a custom palette can be created to really showcase your branding. To use different colors in a roadmap, select the Colors tab in your formatting menu from either the Timeline or Swimlane view.
Setting Colors
Colors are assigned with reference to fields, so in order to change colors a roadmap must have fields created and included. To read about creating fields see here. Colors can be used as an additional data pivot, as well as make a roadmap more visually appealing. Select a field in the Color By box.
Native Palettes
Roadmunk has 3 native palette options: Citrus, Groovy or Ocean. Drag and drop the field labels (which will auto populate with the field’s respective values) to different positions to change colors according to the palette settings using the grips.
Custom Palettes
For more details on available features in other plans, click here.
Custom Palettes are an amazing way to add even more customized elements throughout your roadmap, so all colors match and reflect your brand.
To create a custom palette, open the Palette menu and select + Palette. Name the new palette something unique and identifiable, as palettes are shared across all users and all roadmaps in an account, so this will keep palettes well organized. Then select which existing palette to use to copy the starting colors from.
In order to select colors for each field value, click a hue and tone for color each item. You’ll find the color is sampled in the Select button inside the frame.
NOTE: The specific ordering of the colors is preserved in the custom palette when used across the account. So in the example below, teal will always be the first color when the custom palette it used.
If you want to take your branding to the next level, you can use HEX codes for your tones. You can either:
- Type a color name into the text box above the Select button (Roadmunk recognizes HTML color names).
- Paste or type an exact hex color code into the text box.
NOTE: Only Account Admins and Collaborators with edit permissions can create custom color palettes.
Sharing Color Palettes
It’s important to note that color palettes are global, meaning they are shared across all users and all roadmaps in an account. Team members and other roadmaps can also use the saved color scheme, and other users will automatically see them in the dropdown menu alongside the native palettes.
Visualizing Palettes
When in your roadmap visualization, the legend lives as a small tab on the right side of the screen. It is available in both the timeline and the swimlane. Select the Legend tab to display the current colors as well as the field by which they are colored. The legend will automatically display on any published or exported roadmap.
Frequently Asked Questions
- How do I delete a custom palette? Head to the Colors tab in your formatting menu and click the trash bin icon beside it. Please note that only Account Admins can delete color palettes
- How do I change the name of a custom palette? Head to the Colors tab in your formatting menu and click the pencil icon beside it. Please note that only Account Admins and Collaborators with edit permissions can change the name of a custom color palettes
- Can you color by Jira fields? If your roadmap is integrated with a Jira project, yes you can! The Jira fields will be available in the drop down list under the Color By menu.
- If you are coloring by a Jira field and go to create a custom color palette, we will create a field value and color for all the field values in this Jira field (which could be a lot!). What you might want to try instead is creating the custom palette coloring by a non-jira field first, then switch to coloring by the Jira field; this will result in Roadmunk only assigning colors to the field values that are in use.