Publish Roadmaps to URL, PNG, or HTML

^{Certain publishing functionality is limited to certain plans. For more details on available features in other plans, click here.}

Navigating to the Export Settings Menu

To navigate to the Export Settings menu in your roadmap:

1. From your roadmap, select the view you would like to publish from the View Dropdown.
2. Once in the view, select the Export button in your toolbar on the top-right.
3. In the menu that appears, select Export to PNG, HTML, URL.

You should now be taken to the Export Settings menu, where a preview of the published roadmap and the publication options will be visible to you.

Publishing a View to a Web-Hosted Format (URL)

When you publish to a web-hosted version of your roadmap (URL), you create a shareable link that points to an image of the view published in Roadmunk. Share the link with anyone or set up a password to provide access only to selected people.

To publish a roadmap view to a URL, you would need either Owner or Editor permissions on the roadmap. There is no plan limitation on this publication method, meaning that all teams with Roadmunk access should be able to use this feature.

To export to a web-hosted version of your roadmap, select the URL option from the top navigation in your Export Settings menu. Once there, you can specify the following export settings using the formatting panel on the right-hand side:

• Background: Select Transparent or White (default) for the image background.
• Layout: Select the view properties you want to appear on the image, including:
  
  • Title (roadmap and view names)
  • Legend (what the colours mean)
  • Company Logo
  • Vision Statement
  • Footer Text
• Auto Publish: Select the cadence at which to automatically publish your roadmap
• Password/SSO Enforcement: Secure your roadmap using standard or SSO authentication

When you're ready, click the Publish to URL button at the bottom-right to publish the roadmap. 

Locating the Published Roadmap URL

After clicking Publish to URL, your brand new URL will appear at the bottom of the export settings panel in your Export Settings and in the menu that appears when you click the Export button on your roadmap. Although only Owners and Editors are the only ones able to publish a particular view, any user with access to this particular roadmap can view and share the published roadmap's link.

Deleting a Published Roadmap URL

Along with being able to generate a published URL of your roadmap view, users with Owner and Editor permissions are also able to quickly delete a published URL, should the need arise. To delete an existing published URL, users can select the Delete Published URL option from the bottom of the export settings panel in your Export Settings or in the menu that appears when you click the Export button on your roadmap.

In both cases, you'll be prompted to confirm the deletion through a confirmation modal that appears in the middle of your screen. Once confirmed, a toast notification will appear in the bottom-left corner letting you know that the published roadmap URL has been successfully deleted. 

Publishing a View to an Offline Format (PNG or HTML)

When you publish to an offline version of your roadmap (PNG or HTML), you create a shareable file that contains either a static or interactive version of the view published in Roadmunk. Once generated, this can be shared directly with your team or input into any of your existing team's existing documentation.

Any user with access permissions is able to publish a roadmap view to PNG or HTML; however, this feature is only available for teams working on our Business, Professional, or Enterprise plans.

To export to an offline version of your roadmap, select the PNG or HTML option from the top navigation in your Export Settings menu. Once there, you can specify the following export settings using the formatting panel on the right-hand side:

• Background: Select Transparent or White (default) for the image background.
• Layout: Select the view properties you want to appear on the image, including:
  
  • Title (roadmap and view names)
  • Legend (what the colors mean)
  • Company Logo
  • Vision Statement
  • Footer Text

When you're ready, click the Download HTML or Download PNG button at the bottom-right to export the roadmap to your specified format. The export to your specified format may take a couple minutes to complete on our end if you're working in a larger roadmap, but the download should trigger automatically once the export has been completed.

Differences Between PNG and HTML Formats

When choosing which offline format to export, we often recommend that you make the decision based on how you intend to use this export. For example:

• PNG is typically used when you need a static representation of the roadmap. Users will often use their exported PNG files in printed documents, PowerPoint presentations, videos, or webpages.
• HTML is typically used when you need an interactive version of the roadmap. Because of it's portability, users will often use this for team and stakeholder facing webpages and documentation.

Publishing a Portfolio Roadmap

Similar to source-level roadmaps, users can export the items in a Portfolio roadmap by following the instructions listed above for URL, HTML, and PNG publications (respectively). Since Portfolio Roadmaps only contain a single view which is created by rolling up multiple source-level views, you won't need to select the view you want to export or publish as you would when exporting a source-level roadmap.

Enforce SAML SSO on Published Roadmaps

To ensure that users comply with company security policies, account admins have the option to Enforce SAML Protection on Published Roadmaps for anyone viewing a published roadmap.

Once SAML/SSO has been enabled, any user with Account Admin permissions can:

1. Click into your avatar in the bottom-left corner and select Account Settings.
2. In the window that appears, click on the Company tab.
3. Scroll to the bottom and click the Enforce SAML Protection on Published Roadmaps checkbox

Once enforced, users will still have the option to disable this enforcement on a per-roadmap basis by selecting the Disable SSO Requirement checkbox prior to republishing their roadmap.

Hide Fields on Exported Roadmaps (URL or HTML)

Roadmaps are often seen as living, breathing documents that are full of contextual data which helps to build the story of your product; however, while the full scope of contextual data in your roadmap might be suitable for your team and other internal users, external users often don't need to see every little detail of the roadmap - just the important pieces.

Interactive published roadmap formats (URL & HTML) give users the option to hide fields from the item cards on the exported document, to ensure that users have control over which data external users will see and which data remains internal-facing only.

From the roadmap view you're looking to publish:

1. Navigate to the Export button on the tool bar in the top-right corner
2. Select the option to Export to PNG, HTML, URL from the menu that appears
3. In the publishing menu, select either the HTML or URL tab
4. From the formatting panel on the right-hand side, click into the Hide Fields drop down
5. Select the fields you are looking to hide from the export in this drop down

Once your fields have been selected, you can publish your roadmap and save these changes by selecting the Publish button at the bottom of the formatting panel.