In this article
There are two ways to create a roadmap in Roadmunk: from scratch or using one of our customizable in-app templates.
Getting Started with Creating a New Roadmap
Who can create a roadmap?
To create a roadmap in Roadmunk you must be a Collaborator. Collaborator is one of the three user roles in Roadmunk.
Collaborators can create and own roadmaps, edit and delete their roadmaps, share their roadmaps with other users, and view, comments on, and edit roadmaps that are shared with them.
What is roadmap ownership?
Every roadmap in Roadmunk has an Owner. The person who creates a roadmap automatically becomes its Owner.
As a roadmap Owner, you have special permissions that no other user has. You can share your roadmaps with other users and edit sharing settings. You can reassign ownership of your roadmaps to other users and you can delete your roadmaps.
Why do roadmap year-ends matter?
A roadmap's year-end affects how the roadmap's Timelines will appear. If the roadmap has a Fiscal year-end (not December 31st), you can select whether the timeline displays the Fiscal year-end or the Calendar year-end. In addition, while calendar months always appear on timelines, setting a custom Fiscal year end will determine where Quarters, Halves, and Years are displayed in relation to the timeline.
Roadmunk defaults to December 31st as the standard year-end. If your organization uses a Fiscal year-end, your Account Admin can change the default year-end in the Company tab of the Account Settings page.
Creating a New Roadmap from Scratch
When you log in to Roadmunk, the first thing you see is your Roadmaps homepage. 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.
- If you haven't created any roadmaps yet, click the New Roadmap button, otherwise click the + New button in the top-right of the screen and then select New Roadmap in the dropdown.
- In the Create Roadmap dialog, enter a Title and select a Fiscal Year-End. To customize the default fiscal year-end, check out our quick guide here.
- Click Create to create your new roadmap.
IMPORTANT: Be careful not to confuse New Roadmap with New Master. Master Roadmaps roll up one or more source roadmaps into a single master that provides a higher level view of an organization's strategy. You can find out more about Master Roadmaps in our Quick Guide Master Roadmapping article.
TIP: The title should be short but descriptive. To differentiate it from similar roadmaps in the account, you may want to append your name or the name of your team or department.
The Roadmap screen
Here's a snapshot of the Roadmap screen and how it looks right after you create a new roadmap. The Roadmap screen is where you work with roadmaps and their views.
1. The Roadmap Navbar
The Roadmap navbar contains tools to work with the roadmap that's currently open. Now, it's the roadmap you just created.
Roadmap home icon. Takes you to your Roadmap Home, where you can open another roadmap or create a new roadmap.
Roadmap dropdown. Rename, duplicate, and delete the roadmap.
View dropdown. Gives you access to the roadmap's different views including the All Data view. All new roadmaps start out with a single default view named View 1.
Add View button. Create a new view for the roadmap.
Roadmap Sharing icons. Share the new roadmap with other users and, later, view share settings.
2. The Roamap Toolbar
The Roadmap Toolbar contains tools to work with the roadmap view that's currently open. Now and whenever it's a new roadmap, the open view is View 1.
Items icon. Displays the Items Table in the roadmap viewing area (see 3 below).
The table provides a tabular view of the items in the roadmap. Because you started from scratch, your roadmap has no data, and so the Items Table is empty except for the header row. Note that the Items Table has two default fields: Items and Date. All Roadmunk roadmaps must have these two fields, even if they have no values.
Milestones icon. Displays the Milestones Table, where you can add and view milestones.
Same as the Items Table, the Milestones Table is empty when you create a roadmap from scratch.
Visualize button. Create the visualization for View 1.
Each roadmap view can have only one visualization: a Timeline or a Swimlane. The button is displayed on the navbar only if the open view does not yet have a visualization.
TIP: To add more visualizations to a roadmap, create new views.
Add Item button. Create and add individual items to the roadmap from scratch.
Import, Filter, Export, and Settings icons. Import items into the roadmap, add filters to the open roadmap view, export roadmap items, and change view settings.
Now is probably a good time to use the Settings icon to rename the default view to something other than View 1.
3. The Roadmap Visualization
The roadmap viewing area is where roadmap data is displayed. The data set that's displayed and how it's displayed depends on which roadmap view is currently open and whether the view's Items Table, Milestones Table, or visualization is selected.
In all new roadmaps created from scratch, View 1 is open with the Items Table selected, and the table is empty until you start adding items.
4. Create New Item and Import from CSV buttons
The Create New Item and Import from CSV buttons make it real easy for you to adding items to your roadmap right away. For help on this big next step, see Create and import items in our Getting Started tutorial.
Creating a Roadmap from a Template
There are two ways to start creating a roadmap from template: from within Roadmunk or from the Template Library on our website.
From the Roadmapping Homepage
If you're signed in to your Roadmunk account, start creating a roadmap from template by going to your Roadmap Home and selecting the Template folder.
1. On the Roadmap Home navbar, click Templates.
2. In the Templates panel, select the template you want to use.
TIP: To preview a template before selecting it, double-click the template name. You can also get more details on each of our templates in the Template Gallery.
3. On the Roadmap toolbar, click Duplicate.
4. In the New From Template dialog, you can enter your own name for the roadmap (Title) and select a different Fiscal Year-End from the default.
IMPORTANT: You can't change a roadmap's year-end after you save it. To find out how year-ends affect roadmaps, go to Why do roadmap year-ends matter further on the article.
5. If you don't want to copy the sample data in the template to your new roadmap, select Clear sample data.
TIP: Every template comes with sample items that you can duplicate as well as roadmap fields and views, each with their own visualizations, filters, and data pivots (if you're not familiar with any of this, take a few minutes to go through our Quick Guide to Roadmunk). The sample data is really useful if you want to try out a roadmap before creating one of your own.
6. Click Create.