Export and Publish a Roadmap
There are three ways to publish and share a roadmap:
PNG - publish the roadmap as a PNG image
HTML - publish the roadmap as an HTML file
URL - create a shareable link that points to an image of the view published in Strategic Roadmaps
What Gets Exported?
Before we walk you through an export, it's important to understand that what you're exporting is a roadmap view. In other words, the result of your export will be a visual of the selected view's Timeline or Swimlane displayed on your screen and reflecting the view's dataset and data pivots.
It's also important to understand that the Timeline or Swimlane you're exporting is the one you're seeing on the screen. So before going ahead with the export, make sure your Timeline or Swimlane is formatted the way you want and displaying the right data. To do this, use what you learned in Create a Timeline visualization and Create a Swimlane visualization.
You will see a preview of the file before finishing the export, so you can go back to the view and make any necessary changes.
Exporting a View
To publish a roadmap view to URL, PNG, or HTML:
Open the roadmap and select the view you want to export in the View dropdown.
Select the Export Preview button in the toolbar.
Select the export format: PNG, HTML, or URL.
Choose the appropriate export options.
Select the publish/download button that corresponds with your export format.
Exporting will only capture what is shown in the time slider span for the visualization. If you change this, you will need to re-export/re-publish the new roadmap visualization.
Publishing a View to PNG or HTML
When you publish 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 Strategic Roadmaps. 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 colours 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 of 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.
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 Strategic Roadmaps. 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 Strategic Roadmaps 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.
If you make any changes to the Export Settings Menu, you will need to publish the roadmap again. Examples include changing the title, adding/removing something from the layout, or adjusting the vision statement.
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 can publish a particular view, any user with access to this particular roadmap can view and share the published roadmap's link.
All the URLs published through Strategic Roadmaps are unindexed and unsearchable for an extra layer of security protection!
To learn more about exporting roadmap views, see Publish Roadmaps to URL, PNG, or HTML .