Roadmap Flow Field Guide

Roadmap Flow has five company roles and three team roles. They are deliberately narrow, and two of the separations are the ones people misread, so they are worth two minutes…

A Roadmap Flow Team plan is bought by a company, not by a team. The company owns the subscription and one pool of licensed seats, and it can contain as many teams as you like.…

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.

The Account tab is where you see your current plan, understand what each tier includes, upgrade to Pro or Team, and manage your subscription. It is also the only place in the app…

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, logos, three brand colors, 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 Administrators page answers one question quickly: who can do what to this company. It is also the only place ownership can be handed to somebody else.

Every administrative change to your company is recorded: who did it, when, to whom, and what the value was before and after. The audit log is where you read it back.

The company console at roadmap-flow.com/company is where a Team company is administered: people, teams, seats, billing, invitations, audit and settings. It runs in your browser,…

An invitation is a per-person link that lets one named address join your company with a role and teams you chose in advance. The Invitations page is where you watch them, resend…

The People page is the roster of everyone in your company: their role, whether they hold a licensed seat, which teams they are on, and when they were last active. It is also where…

Seats and billing is where the purchased seat quantity, the subscription and the invoices live. Stripe is the source of truth for money; this page is the safe front door to it.

Company settings holds the five things about your company that are neither a person nor an invoice: its name, its billing contact, its default team, its seat policy and its…

Teams group the people in your company. They share the company's seat pool, they never have their own subscription, and putting somebody on another team never costs another seat.

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

Tell the dev team is the built-in way to report a bug, request a feature, or send a note without leaving Roadmap Flow.

The Items tab is the roadmap as a working list — searchable, sortable, groupable, and filterable. 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.

Roadmap Flow Check is a small Chrome and Edge extension that helps you turn planning content you already have open in the browser — a Jira board, a Confluence page, a Notion doc,…

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.

Team workspace coordination helps a group use one shared Roadmap Flow folder without turning Roadmap Flow into a cloud project-management system. It is the best next product…

This playbook turns scattered planning content in your browser into a small, checked set of roadmap items — without retyping and without uploading anything. It uses the free…

Adding seats is a one-field change. Reducing them has an order of operations, and Roadmap Flow will refuse the change if you get it wrong — deliberately, so nobody loses access…

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.

Every Roadmap Flow company has exactly one owner. Transferring ownership is a single deliberate action, and it is the only way to change who holds it.

This playbook walks you through exporting your backlog from Jira or Azure DevOps and bringing it into Roadmap Flow as roadmap items. The import is one-time and append-only — it…

Roadmap Flow has two ways into a company, and they are not interchangeable. This page is the one-screen decision.

Getting ten people into a new company takes about fifteen minutes if you set the teams up first, and considerably longer if you do not.

Three routes lead to the company console. One of them does not work yet, so this page tells you which door to use and what to expect behind it.

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.

If you are not an administrator, the company console still lets you in — it just does not let you far in. This page says exactly how far, so nobody mistakes a role boundary for a…

Last updated in: v0.1.2

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.