Guides

See how it works

A short video for every task, shot in the real app. Paid features included, so you can watch them before you upgrade.

Free plan · 7 guides

Everything on the Free plan

Build a roadmap, fork it when the plan changes, bring in the one you already have, and share it.

FreeProTeam

Create your first roadmap

From an empty dashboard to a board with its first milestone on the timeline.

  1. Click Add new board, then Blank board.
  2. Give it a name and one sentence about what it is for.
  3. Click Create board, and you land on the canvas.
  4. Click Add milestone to put the first date on the timeline.
FreeProTeam

Rate confidence and keep every date move

Say how sure you are about each milestone, and let Roadmark keep the history of its dates.

  1. Click any milestone on the canvas to open its panel.
  2. Set how confident you are in the date.
  3. Every date move is logged for you under Date history.
  4. Hover a milestone to see its status, branch and reasoning.
FreeProTeam

Fork the plan when it changes

Branch the roadmap at a milestone and record why. The old plan stays on the canvas.

  1. Click Fork / Pivot in the board toolbar.
  2. Name the new branch and pick the milestone it forks from.
  3. Write why you are changing direction. It is required.
  4. Create it: the new path and the old plan share one canvas.
FreeProTeam

Import a roadmap you already have

Bring a plan in from Jira, Linear, Notion, GitHub and more, or from a CSV file.

  1. Click Add new board, then Import roadmap.
  2. Pick the tool your plan lives in, or upload a CSV.
  3. Match your columns to milestone name, date and status.
  4. Import it. Connected tools keep syncing, read-only.
FreeProTeam

Share a read-only link

Publish a board as a link and decide what its visitors can see.

  1. Click Private to make the board public.
  2. Open Share and copy the link.
  3. Choose whether visitors see risk flags, reactions and releases.
FreeProTeam

Send people the story behind the plan

Every public board has a Decision feed: each pivot and its reasoning, newest first.

  1. Open Share and copy the Decision feed link.
  2. The feed lists every pivot with the reasoning behind it.
  3. Send it to anyone. It updates as the plan changes.
FreeProTeam

Let readers vote for what ships next

Visitors to a public board vote on milestones and ask to hear when one ships.

  1. A visitor opens a milestone on your public board.
  2. They vote with I’m waiting for this. No login needed.
  3. They can leave an email to hear when it ships.
Pro plan · 7 guides

What Pro adds

Discussion, releases, AI and control over your shared link. Every Pro feature is in Team too.

ProTeam

Discuss a milestone with your team

Comment on a milestone and @mention teammates, right beside its date history.

  1. Click a milestone to open its panel.
  2. Scroll to Discussion at the bottom of the panel.
  3. Write a comment and @mention a teammate to notify them.
ProTeam

Draft milestones with AI

Generate a starter set of milestones from your board description.

  1. Click AI suggest in the board toolbar.
  2. Use Roadmark’s managed AI, or bring your own key.
  3. Generate, then keep only the milestones you want.
ProTeam

Freeze a release and see what moved

Capture the roadmap under a name, then compare it with where the plan is now.

  1. Click Roadmap releases in the board toolbar.
  2. Capture the current board as a named release.
  3. Click Compare to now to see which dates moved, and by how much.
ProTeam

Stress-test the plan and draft an investor update

Two AI tools that work from your real release data: a pre-mortem and a drafted update.

  1. In Roadmap releases, click Run stress-test.
  2. It flags where confidence and slip history disagree.
  3. Compare to now, then click Draft investor update.
  4. Edit the draft, then copy it or email it.
ProTeam

Embed the roadmap on your site

Paste one iframe to show the live roadmap or its decision feed on your own page.

  1. Open Share and scroll to Embed on your site.
  2. Choose the roadmap or the decision feed.
  3. Copy the snippet and paste it into your page.
ProTeam

Invite your team and set roles

Invite by email, no account needed, and choose who can edit.

  1. Click Members in the board toolbar.
  2. Invite someone by email. They do not need an account yet.
  3. Set each person to owner, editor or viewer.
Team plan · 2 guides

What Team adds

A record of every change, and who is reading your roadmap.

Team

See who changed what

An append-only record of every change to the board, filterable by type, person and date.

  1. Click Activity log in the board toolbar.
  2. Every change shows who made it and when.
  3. Filter by type, person or date range.
Team

Track views and demand

Who opened your shared link, and which milestones your audience is waiting for.

  1. Click Analytics in the board toolbar.
  2. Views: visitors, returning readers and where they came from.
  3. Switch to Demand: the milestones people are waiting for.
  4. Export the subscribers as a CSV. The audience is yours.