Roadmaps

A band is a horizontal group that holds objective lanes — usually a strategictheme such as “Retention and expansion”. Steps Click + Add swimlane at t...

Click + Time box in the board header. The new column is added at the end ofthe board. On a Now · Next · Later roadmap The panel asks for a name only,...

There are two routes, and they do different things. Route 1 — place an objective you already have Drag the objective out of the backlog panel’s Strate...

Only Fixed Time Boxes roadmaps have dates. On those: Click the ⋯ on the column header. Edit Starts and Ends. Click Save. Dates display in a readabl...

Click the chevron (or the band name) on the band strip. Everything inside —objective lanes, cards, the Independent items row — is hidden until you exp...

Colour is available at three levels, each in its own place. A band Band ⋯ → Edit swimlane → Colour → Save. The colour tints the band strip across the ...

Creating a roadmap takes one decision and one name. It never touches yourexisting items. Steps Open Roadmap in the product’s left navigation. You lan...

Create your org themes first — see How do I create org themes? Open Org Roadmap in the organization navigation(/{subscription}/portfolio/roadmap). Cl...

Org themes are the bands on every organization roadmap. They are created once,at organization level, and then shared by every org roadmap. Steps Go t...

⋯ → Delete roadmap. Shorter Loop asks first and tells you exactly whatgoes: Delete the roadmap “Payments roadmap”? Its time boxes and objectives go w...

Click the ⋯ on the column header. Click Delete. Read the confirmation, then confirm. The confirmation tells you the cost If the column is empty, th...

Open Roadmap in the product’s left navigation. That page lists every roadmapfor the product you are in. What’s on the list Section What it holds ...

Click the ✕ on the Theme: … chip beside the roadmap name. The board returns to its normal shape: one band per org theme, in the productscope you had b...

Drag the card and drop it in the cell you want. That is the whole action — thereis no “reschedule” dialog and nothing to save. What moves with it Y...

Because an item lives on one roadmap at a time, moving is two steps: take itoff the first board, then place it on the second. Steps Open the roadmap ...

Drop one card directly onto the other. The child is drawn inside the parent,under a divider. Which pairs can nest Child Parent Feature Epic S...

You drag it out of the backlog panel and drop it into a cell. There is no formand no dialog — the drop is the scheduling action. Steps Open the back...

Hover the card and click the ✕ in the small toolbar that appears — itstooltip reads “Remove this item from the roadmap”. What removal does Thing Ef...

Everything with a name on the board is renamed the same way: double-click it,type, press Enter. The tooltip on each says “Double-click to rename this ...

Two ways, both immediate: Double-click the roadmap name in the board header, type, press Enter. ⋯ → Rename roadmap, which opens a small panel with th...

Click the ⋯ on the column header. Change the Name. Click Save. The column header updates immediately, and so does every export and share linkthat n...

The backlog panel has four controls, and they combine. Search Type in Search everything to place…. The search looks at the item key, itstitle and its ...

Use the theme drill-down. On an organization roadmap, each band has a controllabelled Across products → — its tooltip reads“See [theme] across product...

Open the roadmap’s ⋯ menu and choose Share roadmap. The board’s link iscopied to your clipboard, and you paste it wherever you need it. The link look...

Drag the same right-edge handle left, back over the boxes you want to drop.Release when the card covers only what you want. Steps Hover the spanning ...

Drag the handle on the right edge of the card. Its tooltip reads“Drag to span more time boxes”. Steps Hover the card. A handle appears on its right ...

By aligning an objective to a theme. The objective is the unit that rolls up;its epics, features, opportunities and solutions follow it. The quickest ...

A spanning card is counted once per box it covers. That is deliberate, andthe exports say so. On the board The card is drawn once, widened across its ...

Documentation for the Roadmap and Organization Roadmap in Shorter Loop.Every article was written from the live product: each screen was opened, eachwo...

Short answers to the questions people ask most. Each links to the full article. Can I change a roadmap from Now · Next · Later to Fixed Time Boxes? No...

The words Shorter Loop uses on the roadmap, and what each one means. Band (swimlane) A horizontal group running the width of the board, holding object...

Roadmap keys Every roadmap gets a key when it is created: RM-1, RM-2, RM-3. Keys aresequential per product, and they never change — renaming a roadmap...

How to get from several product plans to one company view. Prerequisites More than one product in the subscription — otherwise the organization roadm...

An end-to-end example. It assumes you already have objectives, epics and featuresin the product — the roadmap does not create them. 1. Create the boar...

Every band on the board ends with a row called Independent items, labelledUNALIGNED, with the prompt “Drop here to plan an item without an objective”....

A card carries four pieces of information before you read its title. 1. The key EP-3, FE-2, OPP-1, SOL-1, OBJ-1. The prefix tells you the type and th...

The organization roadmap is always looked at through one lens at a time. TheYOU’RE VIEWING / SHOWING selector in the header chooses it. The two kinds...

On a Fixed Time Boxes roadmap, a card is flagged when the item’s own startand end dates fall outside the time box it is sitting in. The tooltip says:...

An objective lane header shows the objective’s key, its title, a progress bar anda summary such as 0% · 6 items. Part Meaning Progress bar and ...

Deleting an item — an epic, feature, opportunity or solution — from the productbacklog or strategy board removes it from your roadmaps too. Its card s...

They come with it. Placing a parent places its children too, and they aredrawn nested inside it. You place What else is placed An epic Its featu...

An organization roadmap answers a question a product roadmap cannot: what isthe whole company doing about each strategic theme? How it differs from a...

Everything on the board falls into one of six things. This article names each ofthem so the rest of the documentation can be brief. 1. The header ...

All products is the roll-up: every product’s objectives on one organizationboard, each lane labelled with the product it belongs to. The header state...

They change who the board is for, by filtering which kinds of card are drawn. Button Shows The conversation All Everything Both, and how one be...

Tour replays a six-step walkthrough over the real board. It is available onthe roadmap list and on every board, and you can leave at any point. The si...

The roadmap is the screen where the work you already have gets a when. It does not hold its own copy of your plan. Objectives, opportunities, solution...

⋯ → Export as Excel downloads <roadmap-name>-roadmap.xlsx. Where the PDFis for reading, the spreadsheet is for filtering, pivoting and pasting i...

⋯ → Export as PDF downloads a four-page board pack named<roadmap-name>-roadmap.pdf. It is built to be read by people who were not inthe planning...

The backlog panel — titled To place on this roadmap — is the list ofeverything that exists but has no place on this board yet. Opening it Click the c...

Item type Can span? Objective No — it is a lane, not a card Opportunity Yes Solution Yes Epic Yes Feature No Shorter Loop states the r...

Both templates show exactly the same thing — your objectives as swimlanes, withopportunities, solutions, epics and features inside them. The only diff...

The type is set when the roadmap is created and cannot be changed afterwards.The create dialog warns you before you commit: “It can’t be changed later...

Dragging is disabled in a few specific situations. Work through them in order. 1. You are in the All products view of an organization roadmap This vie...

Because you are looking at it through one product. Organization time boxesare organization-wide, so they can only be changed from the view that shows ...

Nine times out of ten the item is already placed somewhere. Work through thesein order. 1. It is already on a roadmap An item can only sit on one road...

Almost always: your subscription has only one product. The rule An org roadmap is a roll-up across products. With one product the roll-up wouldbe that...

There are four reasons, and the board usually tells you which one applies. 1. The target box has no dates On a Fixed Time Boxes roadmap, spanning is a...

A card leaves the board for one of a handful of reasons. None of them delete theunderlying item. 1. The level filter is hiding it Strategy hides epics...

Work through these in order — the first three are by far the most common, andnone of them mean anything was lost. 1. A band is collapsed A collapsed b...

A time box on a Fixed Time Boxes roadmap is checked before it is saved.There are two messages, and both appear inside the panel above the buttons. “A ...