Roadmap Flow Field Guide

Roadmap Flow keeps your roadmap on your computer. This page explains what that means and why it is a deliberate choice.

A roadmap item is the basic unit of a Roadmap Flow roadmap. Everything on the canvas is an item, or a way of arranging items. This page explains what an item is and how to pick…

A date on a roadmap tells people when. It does not tell them whether to believe it. Three signals on every item do that work: status, priority, and confidence.

A milestone is a saved snapshot of your roadmap at a moment in time. Later, you can compare the roadmap against it and see exactly what moved. Milestones are a Pro feature.

The brand kit puts your company's identity on stakeholder exports — name, logo, color, footer, and a confidentiality label. It is a Pro feature.

The canvas is the heart of Roadmap Flow. It is the roadmap itself, drawn the way an audience will see it, and it stays visible no matter which tab you are in.

The Check tab grades your roadmap and lists exactly what is wrong with it, before a stakeholder does it for you.

The Config tab is where you set up the structure a roadmap needs before it can be read clearly: workstreams, owner teams, typography, and branding.

An export preset decides which sections a stakeholder export contains. The built-in presets are free; saving your own custom presets is a Pro feature.

The Items tab is the roadmap as a working list — searchable, sortable, and groupable. It is the fastest way to find and triage items.

The Progress tab answers a question that is hard to answer from memory: what changed on this roadmap, and when.

A saved view stores a combination of filters, layout, and detail level so you can return to exactly that framing in one click. Saved views are a Pro feature.

The Share tab is how a roadmap leaves Roadmap Flow — as a stakeholder-ready file, as a package for another Roadmap Flow user, or as a backup.

This playbook prepares a short, credible roadmap update for a leadership audience.

This playbook takes you from an empty workspace to a roadmap you could show someone. It follows the five-step spine end to end.

This playbook is a focused pass to raise the quality of a roadmap before it goes in front of anyone.

This playbook turns the roadmap on your screen into a file that is ready to send.

This page covers common problems when exporting a roadmap from the Share tab.

This page explains what to do if Roadmap Flow reports a problem opening your workspace.

This page records the user-facing changes in Roadmap Flow, newest first. Every guide page also carries the app version it was last updated in.