Dave Williamson

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Articles

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  • Syncing Data with Jira

    For more details on available features in other plans, click here. One-Way vs. Two-Way Jira Synchronization One-Way Jira Synchronization The One-Way Jira Sync provides a qu...

  • Promoting, Demoting & Archiving Fields

    For more information on user permissions, click here. In this Article: Promoting a Field Archiving & Restoring a Field Promoting a field and Archiving a field can help to easily align your team ...

  • Purchasing & Managing Subscriptions

    For more information on user permissions, click here. Purchasing a Subscription Only Account Administrators can switch your Roadmunk account from a trial account to a paid account.  Switching to...

  • ​Creating & Navigating Fields in Roadmunk

    For more information on user permissions, click here. Terms to Know Field - Categories or attributes that you can use to organize, group, filter, and pivot roadmap data in different ways. Simpl...

  • Best Practices for Field Management

    As more team members join your Roadmunk account and begin creating their own roadmaps, it's important to take steps to manage your fields in a way that ensures alignment across your team. Step 1 ...

  • Managing Fields in Roadmunk

    For more information on user permissions, click here. Exploring Field Types - Roadmap-Level & Account-Level In Roadmunk, teams are able to better segment and contextualize their roadmaps using m...

  • Manage User Roles & Permissions

    In order to better manage your team members and ensure that the correct team members have the correct level of access to specific Roadmunk features and actions, we recommend reviewing the differ...

  • Exporting Data to CSV

    For more details on available features in other plans, click here. Terms to Know Item - The initiatives, projects, tasks, releases, and general "things" that make up your roadmap. Milestone - O...

  • Setting & Changing Your Password

    To ensure that your account is remaining as secure as possible, we recommend that you update your password on a regular basis. You change your password at any time in the Security panel in your Ac...

  • Embedding a Roadmunk URL in Confluence

    For more details on available features in other plans, click here. You can easily embed a published URL export of your roadmap from Roadmunk into a Confluence page. Adding a...