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Strategic Roadmaps (Roadmunk)

Main

News
Knowledge Base
Idea Portal
Request a Demo
Support

Main

Roadmaps

Getting Started

Strategic Roadmaps 101 - Roadmapping Basics

Create a New Roadmap
Create and Import Items
Add and Create Fields
Work with Items in the Items Table
Add Milestones to a Roadmap
Create a Timeline Visualization
Create a Swimlane Visualization

Strategic Roadmaps 102 - Beyond the Roadmapping Basics

Add and Apply Filters to a View
Share your Roadmap
Export Items and Milestones
Export and Publish a Roadmap

Strategic Roadmaps 103 - Tips and Tricks
Roadmap Collections
Import Roadmap Data from CSV
Frequently Asked Questions
Tempo Navigation Bar

Roadmapping Basics

Navigating the Roadmap
Creating New Items
Fiscal Year Settings
Managing Roadmaps
Exploring the Item Card

Views

Table View
Timeline View
Swimlane View
Renaming a View
Duplicating a View
Locking and Unlocking a View
Deleting a View
Understanding Item Placement in Roadmap Views

Choosing & Viewing Favorite Roadmaps
Working with Version Control for Roadmaps

Pivots & Filters

Working with Filters
Working with Time-Based Pivots
Working with Theme-Based Pivots

Team Collaboration

Comments & Mentions
Managing Roadmap Ownership & Access
Sharing & Collaboration in Roadmaps
Viewing Strategic Roadmaps on your Mobile Devices

Field Management

Introduction to Fields & Field Management
Creating & Navigating Fields
Managing Fields
Promoting, Demoting & Archiving Fields
Team Members Fields
Best Practices for Field Management

Formatting & Customization

Color Palettes
Format Layout & Colors in Timeline View
Format Layout & Colors in Swimlane View
Format Layout & Colors in a Portfolio Roadmap
Roadmapping with Emojis 🤔❤️

Publishing Roadmaps

Syncing Roadmaps to Calendars
Add Company Logo & Vision Statement
Exporting Data to CSV
Publish Roadmaps to URL, PNG, or HTML
Embedding a Strategic Roadmaps URL in Confluence

Roadmapping Tools

Archiving
Buckets
Milestones
Key Dates
Label Suffixes
Item Progress
Global Search
Linked Items
Portfolio Roadmapping
Roadmap Templates
Import Roadmap Data from Other Platforms

Sub-Items

Working with Sub-items
Visualizing Sub-items on Roadmaps
Importing, Exporting & Publishing Sub-items
Linked Items, Key Dates, & Milestones with Sub-items

Roadmapping Best Practices

Roadmap Cleanup
Field Cleanup
Auditing Users & Roles
Build Teams to Simplify Permissions
Naming Best Practices
Organize Roadmaps with Collections
Drive Consistency with Custom Templates

Glossary

Feedback & Ideas

Idea Manager Overview
Product Areas
Collecting Feedback with Intake Forms

Viewing Feedback

Importing Feedback

Ideas

Idea Views
Creating New Ideas
Customizing an Idea
Connecting Ideas to Feedback
Connecting Ideas to Roadmap Items
Connecting Ideas to Customers
Importing Ideas

Custom Fields (Idea Manager)

R.I.C.E. Score
Value vs Effort Custom Field

Customers

Creating a New Customer
Allowed Email Domains
Connecting Customers and Feedback
Connecting Customers and Ideas
Archiving and Deleting Customers
Importing Customers

Integrations

Structure by Tempo
monday.com Integration
Pivotal Tracker Integration
Asana Integration

Azure DevOps Integration

Using WIQL to Filter Work Items
Syncing Data with Azure DevOps
Supported Fields in the Azure DevOps Integration
Integrating Work Item Links into Strategic Roadmaps

GitHub Integration
GitLab Integration

Jira Integration

Setting Up Credentials for Jira Integration
Allowlisting IP Addresses for Jira
Integrating Linked Issues into Strategic Roadmaps
Syncing Data with Jira
Syncing Jira Fields to Strategic Roadmaps
Creating Jira Specific Views
Troubleshooting Connection Errors with Jira
Date & Field Mapping with Jira
Creating your own JQL Query
Using JQL to Filter Issues
Jira FAQ

Shortcut Integration
Trello Integration

Administrator's Guide

Platform Requirements

Whitelisting Requirements for Strategic Roadmaps
Supported Browsers
Set Custom Display Language and Date Format
Known Issues - Browser Extensions & VPNs
Known Issues - Outdated Browsers & Cached Data

Account Setup

Get Started with a Free Trial
Add & Manage Login Methods
Manage Password Strength Requirements
Manage Your Company Profile

Managing Your Team

Working & Sharing with Teams
Understanding Notifications and Activity
Add & Manage Users
Manage User Roles & Permissions
Generating Account Reports
Manage Your Profile & Account Settings

Subscription & Billing

Managing Billing Information
Purchasing & Managing Subscriptions
FAQ - Plans, Payment Methods & Discounts
Cancellation Policies & Processes
Included Reviewer Licenses on Paid Plans

Authentication Methods

Alternate Authentication Methods
Enabling SAML/SSO for Strategic Roadmaps with Microsoft Entra
Enabling SAML/SSO for Roadmunk with Okta
Enabling SAML/SSO for Roadmunk with OneLogin
Enabling SAML/SSO for Roadmunk with PingID

Account Security

Data Security Overview
Privacy Policy

Setting & Changing Your Password

Repairing SAML/SSO Authentication Methods

Enterprise Solutions

Private Cloud
Penetration Testing
IT Security Audits

Custom Templates

Developer's Guide

Strategic Roadmaps GraphQL API

API FAQ
Getting Started with the Strategic Roadmaps GraphQL API

Authentication

Token Generation
Token Revocation
Token Expiry
Token Access: who can create and revoke tokens

Roadmap Queries

API - Querying a Single Roadmap
API - Querying Multiple Roadmaps
API - Querying for a Single Roadmap Item
API - Querying on Multiple Roadmap Items
API - Querying on a Single Field
API - Extending your Field Query for Field Values
API - Querying on a Single Milestone
API - Querying on Multiple Roadmap Milestones
API - Querying on Roadmap keyDates

Roadmap Mutations

API - Executing Multiple Mutations
API - Mutation for Deleting Roadmaps
API - Mutation to Updating a Single Roadmaps Properties
API - Mutation for Creating a new Roadmap
API - Mutation to Delete existing Roadmap Milestones
API - Mutation for Updating a Roadmap Milestone
API - Mutation to Create a Roadmap Milestone
API - Mutation to Delete a Single Item
API - Mutation for Updating a Single Item
API - Mutation to Create a Single Roadmap Item
API - Mutation to Remove an Existing Field Value
API - Mutation for Updating a Single Field Value
API - Mutation to Add a Field Value for a Single Field
API - Mutation to Remove an associated Field from a Roadmap Milestone
API - Mutation for Removing a Single Field From a Roadmap
API - Mutation to Associate a Field to an Existing Roadmap Milestone
API - Mutation to Add a Field To Existing Roadmap Items
API - Mutation for Promoting a Single Existing Roadmap Fields
API - Mutation for Deleting Existing Fields
API - Mutation for Updating a Single Fields Properties
API - Mutation for Creating a Single Strategic Roadmap Field (Account and Roadmap)

Feedback & Idea Queries

API - Querying on multiple product areas
API - Querying on a single Product Area
API - Querying on Preset Idea Views
API - Querying on Preset Idea Factors
API - Querying on existing Ideas within their View
API - Querying on properties of a single idea view
API - Querying on multiple ideas
API - Querying on a single account idea
API - Querying on a single piece of feedback
API - Querying Idea Factors associated within a single view
API - Querying a single Idea Factor
API - Querying on Custom Idea Views
API - Querying on non-preset Idea Factors
API - Querying for a multiple customers
API - Querying a single existing customer
API - Querying on a contact group
API - Querying on all account feedback

Feedback & Idea Mutations

API - Mutation to remove an idea from a single roadmap Item
API - Mutation for attaching ideas to an existing Roadmap Item
API - Mutation for removing a factor from an idea view
API - Mutation to a add factor to an existing idea view
API - Mutation for updating an Idea View
API - Mutation for deleting a single IdeaView
API - Mutation for creating a new IdeaView
API - Mutation to remove an attached idea from a Roadmap item
API - Mutation for attaching an Idea to a product area
API - Mutation to delete a comment from an idea
API - Mutation for adding a comment to a single idea
API - Mutation to update properties for a single idea
API - Mutation for creating a new Idea
API - Mutation on how to create your own feedback

Account/User Queries & Mutations

API - Mutation to inactive Users
API - Mutation to Create/Invite a new user
API - Querying on a single Strategic Roadmaps User
API - Querying for multiple Strategic Roadmaps Users
API - Querying Strategic Roadmaps Account Details

Release Notes

Release Notes - January 2026
Release Notes - December 2025
Release Notes - September 2025
Release Notes - July 2025
Release Notes - June 2025
Release Notes - May 2025
Release Notes - March 2025
Release Notes - February 2025
Release Notes - January 2025
Deprecation of Feedback & Ideas (Legacy)

Release Notes - 2024

Release Notes - November 2024
Release Notes - October 2024
Release Notes - June 2024
Release Notes - May 2024
Release Notes - April 2024
Release Notes - March 2024
Release Notes - February 2024
Release Notes - January 2024

Release Notes - 2023

Release Notes - November 2023
Release Notes - October 2023
Release Notes - September 2023
Release Notes - August 2023
Release Notes - June 2023
Release Notes - May 2023
Release Notes - April 2023
Release Notes - March 2023
Release Notes - February 2023
Release Notes - January 2023

Release Notes - 2022

Release Notes - December 2022
Release Notes - November 2022
Release Notes - October 2022
Release Notes - September 2022
Release Notes - August 2022
Release Notes - July 2022
Release Notes - June 2022
Release Notes - May 2022
Release Notes - April 2022
Release Notes - March 2022
Release Notes - February 2022
Release Notes - January 2022

Release Notes - 2021

Release Notes - December 2021
Release Notes - November 2021
Release Notes - October 2021
Release Notes - September 2021
Release Notes - August 2021
Release Notes - July 2021
Release Notes - June 2021
Release Notes - May 2021
Release Notes - April 2021
Release Notes - March 2021
Release Notes - February 2021
Release Notes - January 2021

Release Notes - 2020

Release Notes - December 2020
Release Notes - November 2020
Release Notes - October 2020
Release Notes - September 2020
Release Notes - August 2020
Release Notes - July 2020
Release Notes - June 2020
Release Notes - May 2020
Release Notes - April 2020
Release Notes - March 2020
Release Notes - February 2020

Release Notes - 2019

Release Notes - December 2019
Release Notes - November 2019
Release Notes - October 2019
Release Notes - September 2019

Breadcrumbs

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Strategic Roadmaps (Roadmunk)
Roadmaps

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Formatting & Customization

Color Palettes
Format Layout & Colors in Timeline View
Format Layout & Colors in Swimlane View
Format Layout & Colors in a Portfolio Roadmap
Roadmapping with Emojis 🤔❤️

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Best Practices for Field Management
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