Roadmap

The Roadmap view helps teams plan and communicate product direction over time. It provides a high-level view of upcoming work organized by time periods, themes, or goals.

Roadmap Overview

Visual Structure

                Q1 2024              Q2 2024              Q3 2024
              ─────────────────────────────────────────────────────
Theme:
User Auth     │██████████████████│
              │ • Login/Signup    │
              │ • Password Reset  │
              │ • OAuth/SSO       │

API v2        │       │████████████████████████████│
              │       │ • New Endpoints              │
              │       │ • Rate Limiting              │
              │       │ • Documentation              │

Mobile App    │                    │██████████████████████████████│
              │                    │ • iOS App                    │
              │                    │ • Android App                │
              │                    │ • Push Notifications         │

Accessing Roadmap

Navigate to Project > Roadmap
Or click Board → Switch to Roadmap
Keyboard: R on project page

Roadmap Elements

Initiatives

Large strategic goals:

┌─────────────────────────────────────────┐
│ 🎯 User Authentication Overhaul         │
│    Q1 2024                              │
│    ████████████░░░░░░░░ 60% complete    │
│                                         │
│    5 Epics · 23 Stories · 85 points     │
└─────────────────────────────────────────┘

Epics

Feature-level items:

┌─────────────────────────────────┐
│ Epic: Social Login Integration   │
│ Jan - Feb 2024                  │
│ ████████░░░░ 65%                │
│ 5 stories · 21 points           │
└─────────────────────────────────┘

Milestones

Key dates and releases:

        ◆ v2.0 Beta        ◆ v2.0 Release
        Mar 1              Apr 15

Time Organization

View Options

| View | Time Span | Best For | |------|-----------|----------| | Quarters | 3 months | Annual planning | | Months | 1 month | Quarterly planning | | Weeks | 1 week | Near-term detail |

Now/Next/Later

Alternative non-date based view:

Now (Q1)          Next (Q2)         Later (Q3+)
─────────         ──────────        ───────────
Auth Overhaul     API v2            Mobile App
Performance       Analytics         Marketplace
Bug Bash          Integrations      Enterprise

Building Your Roadmap

Creating Initiatives

Click + Add Initiative
Enter details:
- Name
- Description
- Time frame
- Owner
- Success metrics

Linking Epics

Connect epics to initiatives:

Create or select epic
Click Link to Initiative
Select initiative
Epic appears under initiative

Setting Timeframes

Date-based:

Set start quarter/month
Set end quarter/month

Now/Next/Later:

Drag to appropriate column
Updates as time passes

Adding Milestones

Click + Add Milestone
Enter:
- Name (e.g., "v2.0 Release")
- Date
- Description
Milestone appears on timeline

Roadmap Views

Theme View

Organize by strategic themes:

Theme: Growth
├── User Acquisition Features
├── Conversion Optimization
└── Retention Improvements

Theme: Platform
├── Performance
├── Scalability
└── Developer Experience

Team View

See roadmap by team:

Team: Platform
├── API v2 (Jan-Mar)
├── Performance (Feb-Apr)
└── Infrastructure (Apr-Jun)

Team: Product
├── User Research (Jan-Feb)
├── Feature Design (Feb-Mar)
└── User Testing (Mar-Apr)

Goal View

Align with OKRs:

Objective: Improve User Engagement
├── KR1: Increase DAU 20%
│   ├── Initiative: New Onboarding
│   └── Initiative: Push Notifications
├── KR2: Reduce Churn 10%
│   └── Initiative: Re-engagement Campaign

Tracking Progress

Progress Indicators

Visual progress on each item:

Initiative: Auth Overhaul
Progress:    ████████████░░░░░░░░ 60%
Stories:     14/23 completed
Points:      51/85 completed
Confidence:  🟢 High

Status Updates

Add regular updates:

Status Update - Jan 15
──────────────────────
✅ Completed OAuth integration
🔄 Password reset in progress
⚠️ SSO delayed - awaiting vendor

Overall: On Track

Health Indicators

| Indicator | Meaning | |-----------|---------| | 🟢 On Track | Proceeding as planned | | 🟡 At Risk | Potential delays | | 🔴 Off Track | Significant issues | | ⏸️ Paused | Work stopped |

Sharing Roadmaps

Public Roadmap

Share externally:

Go to Roadmap Settings
Enable Public Access
Customize visible elements
Get shareable link

Configurable:

Hide dates (show Now/Next/Later)
Hide progress details
Hide internal notes
Custom branding

Export Options

Presentation:

PowerPoint/Keynote slides
PDF document
Image (PNG/SVG)

Data:

CSV export
JSON export

Embedding

Embed in other tools:

<iframe src="https://elixion.ai/embed/roadmap/abc123" />

Roadmap Planning

Planning Sessions

Quarterly planning workflow:

Review
- Past quarter results
- Carry-over items
- Market changes
Prioritize
- Score initiatives
- Consider capacity
- Balance themes
Schedule
- Assign timeframes
- Set milestones
- Define dependencies
Communicate
- Update roadmap
- Share with stakeholders
- Gather feedback

Prioritization

Score initiatives:

| Factor | Weight | Score | |--------|--------|-------| | Business Impact | 30% | 8/10 | | User Value | 30% | 7/10 | | Effort | 20% | 5/10 | | Strategic Fit | 20% | 9/10 | | Total | | 7.3 |

Capacity Alignment

Ensure roadmap fits capacity:

Q2 Capacity:   100 points
──────────────────────────
Initiative A:   40 points
Initiative B:   35 points
Initiative C:   30 points
──────────────────────────
Allocated:     105 points ⚠️ Over capacity

Best Practices

Roadmap Management

✓ Do:

Update regularly (weekly/biweekly)
Communicate changes
Track dependencies
Include buffer time

✗ Don't:

Over-commit
Hide risks
Ignore capacity
Set unrealistic dates

Communication

✓ Do:

Share appropriate detail level
Provide context for changes
Get stakeholder input
Set expectations clearly

✗ Don't:

Share internal-only details
Commit to specific dates publicly
Surprise stakeholders
Ignore feedback

Next: AI Agents Overview - Introduction to AI assistance