How can I see a roadmap?

Everyone loves a great project roadmap - a concise, clear and simple high-level view of how a process is coming along. With, you have the ability to create a high-level board,  making your milestones and process phases that much more accessible. Just imagine what an accurate mapping-out of long term company goals can do for your different departments looking to work in sync.

How to create it?

Start by creating your board, then listing out all of your company’s long term projects. You can organize your projects however you like using groups and items. Add a few status columns and you’ve really got a process coming to life here!

Rename your status columns to reflect major milestones along the process such as “Design Phase”, “Phase 1”, “Testing Phase”, or “Delivered”. Be creative and use the terminology that best suits your business!

Set your Milestones

See the Product Supply Chain Tracking Board below reflecting four projects with four important high-level milestones. A great way to link the high-level board with the lower-level boards is by using the Link Column (available on our Column Center). Edit the column name (use the screen shot above as an example) and input the unique URL of the lower-level board and edit the text to display. Jumping between the boards will now be seamless.  


If you are curious to see more, check out this step by step high-level board video to walk you through how to best set up your high level boards.

 Note: We currently cannot embed boards, but this might be something we will implement in the future.


If you have any questions further questions, please feel free to reach out to our customer success team right here. We are available 24/7 and happy to assist.