Glossary
Welcome to the Strategic Roadmaps Glossary! This tool provides helpful definitions of functionalities, key concepts, and commonly used features. It's a great place to start your Strategic Roadmaps experience and to reference as you become more familiar with our product.
Jump to words/phrases starting with:
A - B - C - D - E - F - G - H - I - J - K - L - M - N - O - P - Q - R - S - T - U - V - W - X - Y - Z
You may notice the Glossary only includes Roadmapping terminology. Good catch! We will soon be expanding this to include all other platform terminology. Thanks for your patience as we work on this.
A
Account Field - A Field that belongs to the entire account and can be used across all roadmaps.
Activity Tab - The second tab on the right-hand panel of the Item & Field Card which shows a log of changes and user comments.
All Data Table -Encompasses all the information used in one roadmap, the ultimate source of truth that cannot be sorted or filtered. Please note this is different than the Items Table which is on a view-by-view basis.
Archive - An action to turn an active roadmap or Field into a dormant yet accessible state, without it being fully deleted.
B
Bucket - Specifies a time period for an Item that does not use exact dates ('soon' or 'future' or 'never').
C
Context Panel - The left-hand panel on the Item Card which shows any additional user-generated context data, along with any Linked Items and Ideas.
D
Date Header - The bar on the top of a Timeline roadmap that displays the different time period indicators.
Date Picker - The drop down calendar interface when adding a date to Items, Sub-Items, Milestones, or a Bucketed time to Items.
Date Preferences - The central menu for determining the date range and other date-related formatting options for your roadmap.
Description - A text option available on every Item to provide further details, links, and context outside of Fields.
E
Exporting Settings Menu - The menu which outlines your exporting format options (PNG, HTML or URL), and layout/display options (hide fields, vision statement etc).
External ID - Used to match the Items or Milestones in the source application if you re-import the exported Items or Milestones back into the source application after editing them in Strategic Roadmaps. This will appear if Items or Milestones were originally imported to Strategic Roadmaps from an external application.
F
Field - Categories or attributes that you can use to organize, group, filter, and pivot roadmap data in different ways. Simply put, Fields contain Item data.
Field Card -The window that appears when you click on a Field. It houses all of that particular Field's data, including its values, other Field editors, other roadmaps it's used in, and an Activity Tab.
Field Value -The individual components that make up a Field. For example, you have a Field called Status, and its Field Values are Future, Soon, Up Next, In Progress, and Complete.
Field Tab - The first tab on the right-hand panel of the Item Card which shows the assigned Field Values that have been specified for this Item.
Filter - A way to specify that only certain Items show on a roadmap; Filters prevent even the largest roadmaps from appearing too cluttered.
Formatting Menu - The central menu for organizing the layout of your roadmap. Here, you can select your headers and colors and customize the display of your visualization.
H
Header - The selected Field that acts as a title to organize the plotting of Items. In the Timeline view, Headers are on the left side and are pivoted against a timescale along the top. In the Swimlane view, both rows and columns have Headers.
Header Orientation - A formatting option that determines if your Headers are stacked and displayed horizontally or vertically.
Hide Empty Headers - A formatting option that removes Items that have not been assigned a Field Value based on the Field you're using as your Header or Sub-Header. This will avoid having a stream labeled "[Field Name] : None" on your roadmap.
I
Internal ID - Used to match the Items or Milestones in Strategic Roadmaps in case you import the exported Items back into Strategic Roadmaps after editing them in an external application.
Inversion Arrows - A formatting option to easily swap your Headers in your visualization. For example, the Field used as your row Header would become your column Header, and vice versa.
Item - The initiatives, projects, tasks, releases, and general "things" that make up your roadmap.
Item Card - The window that appears when you click on an Item. It houses all of that particular Item's data and is comprised of the Context Panel, Fields Tab, and Activity Tab.
Items Table - A tabular view of a roadmap's Item data specific to every view on the roadmap.
K
Key Date - A way to showcase specific stages in the duration of an Item, like including release phases or delivery dates.
L
Label Suffix - A formatting option that adds an additional Field Value to the Item label on your roadmap.
Legend - The menu that outlines the current color palette and which Field the items are colored by.
Linked Items - User-defined connections between two or more Items which specify whether one Item blocks, is blocking, is related to, or moves with another Item.
M
Merge - An action to combine numerous Fields into one to help reduce clutter and prevent duplicate Fields.
Milestones - One-time important single-day events that occur, like a release, launch, board meeting, or trade show (these will only appear on the Timeline visualization).
Milestones Table - A tabular view of a roadmap's Milestone data specific to every view on the roadmap.
P
Portfolio Roadmapping - A way to roll up and aggregate multiple roadmaps into a single high-level overview.
Presentation Mode - A display option that allows you to seamlessly present your roadmap in a matter of seconds without ever having to leave Strategic Roadmaps.
Promote - An action to convert an existing Roadmap Field into an Account Field. This action is permanent and can't be reversed.
R
Restore - An action to turn an archived roadmap or Field back into a live and working state.
Roadmap Field - A Field that is unique to a specific roadmap and can't be included or accessed through any other roadmaps.
Roadmaps List - The menu that outlines all user and team-specific roadmaps (such as My Roadmaps, Shared with Me, and Recently Viewed).
Roadmapping Homepage -The landing page for roadmapping accessed at any time by clicking the Strategic Roadmaps logo at the top of your navigation bar on the left-hand side.
S
Sharing Settings - Controls that determine which users you share your roadmap(s) with, and what specific permission the user has on that roadmap.
Source - The Source Field contains the name of the roadmap from which you exported the Items or Milestones. This Field allows you to merge and work with Items or Milestones from different roadmaps while still being able to separate them.
Standalone Sub-Items - A formatting option to break the parent-child visualization and have Sub-Items displayed on their own as individual Items.
Stream - Refers to all Items within a given Header or Sub-Header.
Sub-Header - A Sub-Header is like a Header, but it only appears on the Timeline view. It creates an additional data pivot for viewing Items by specifying a second Field through which to plot Items.
Sub-Items - An Item type that allows you to separate your initiatives into smaller, more manageable pieces, enabling you to visualize and understand the parent-child relationship of your data.
Swimlane View - A theme-oriented visualization that works best for "no dates" roadmaps or more agile roadmaps that can be pivoted on themes, sprints, or epics.
T
Theme Orientation - A formatting option in the Timeline view that determines if the Item name will be displayed above or inside the Item's duration.
Time Period Indicators - The split-up blocks of time along the Date Header in your Timeline roadmap. You can select months, quarters, halves, or years.
Time Slider - The stretchy bar on the top of a Timeline that can expand or shrink to a specific range on the Date Header.
Timeline View - A time-oriented visualization that uses Item dates to plot and pivot roadmap data along a Timeline.
Track - The thin grey line where Items live within a Stream.
V
View - The beautiful visualization of your Items, Fields, and other roadmap data. You can have multiple Views in a roadmap, and create Views in a Timeline or Swimlane visualization.