Share — exports and transfer

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.

What it does

Share is organized into stakeholder exports, an export preset selector, roadmap transfer, workspace backup, and raw data. It offers nine formats.

Stakeholder exports — generated from a clean presentation model, not screenshots:

  • PowerPoint — an editable meeting deck.
  • PDF — a fixed report. Use PDF when people should read, not redesign.
  • One-page executive PDF — a single-page leadership summary (Pro).
  • PNG package — page images for chat and email.
  • Figma-ready SVG frames — fixed frames for design collaboration.

Raw data:

  • Markdown — for docs and email.
  • CSV — for spreadsheet review. Use CSV when someone says, "Can I just see the data?"

Transfer and backup:

  • Roadmap package JSON — one roadmap, to move into another Roadmap Flow workspace.
  • Full workspace backup JSON — a complete copy of everything.

When to use it

  • When you need a file for a meeting, a report, or a doc.
  • When you are handing a roadmap to another Roadmap Flow user (roadmap package).
  • When you want a complete safety copy (workspace backup).

When not to use it

  • To change only what is on screen — that is the canvas, not Share.
  • To "save" your work. Roadmap Flow saves automatically; exports are copies, not the source of truth.

3-minute flow

  1. Open the Share tab.
  2. Pick an export preset to control which sections appear.
  3. Choose a format that matches the audience — see the format notes above.
  4. Export. On the desktop the file lands in your workspace exports folder with a Show in folder action.
  5. For transfer, use the roadmap package; for safety, use the workspace backup.

Best use cases

  • A PowerPoint deck for a roadmap review.
  • A one-page PDF for a leadership skim.
  • A roadmap package to move one roadmap to a colleague.
  • A workspace backup before a big change.

Common mistakes

  • Confusing the two JSON files: the roadmap package is one roadmap; the workspace backup is everything. They are not interchangeable.
  • Exporting with filters still applied and shipping a roadmap missing items.
  • Sending a PowerPoint when a PDF was the point — an editable deck invites edits.

Related guide pages

Availability

Free. PowerPoint, PDF, PNG, SVG, Markdown, CSV, the roadmap package, and the workspace backup are free. The one-page executive PDF and branded exports are Pro.

Free Updated in 0.1.1

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