Customize the appearance of the open roadmap document

There is no single standard for a roadmap, but we still recognize one when we see it. While freehand drawing can represent anything, it is not practical for efficient editing or for maintaining roadmap information as structured data that can integrate with other systems.

Roadmap provides powerful configuration options to customize document appearance and make the interface more business-friendly. Most options are document-specific, affect only the open document, and are stored inside that document. The same options apply when opening the document on other devices.

We recommend that you try all of the configuration options to understand how they work and use them correctly and efficiently when needed.

• The roadmap timeline is fully customizable.

• Task field visibility - which fields are visible in the updating panel (based on your business needs).

  Some fields have predefined meanings for roadmap plans.

  • Name
  • Start
  • Finish
  • Duration
  • % Complete - the progress of the task
  • Owner - the owner of the task
  • Notes
  • Estimated Cost - includes estimated labor cost, materials cost, and total estimated cost.
  • Actual Cost - includes actual labor cost, materials cost, and total actual cost.
  • Materials Cost - Input manually.
  • Total Cost - Automatically calculated = Labor Cost + Materials Cost

  In addition, some fields have no predefined purposes, so users can define how to use them for their business needs.

  • 6 single-line text fields
  • 3 boolean fields
  • 2 multiple-line text fields
  • 3 URL fields
  • Icon
• Task field titles - rename task fields for your business needs (for example, changing titles from English to your preferred language).
• Section lane display styles - 15 lane display styles
  
• When displaying taskbars in large size, the content on the taskbars is customizable.
  
• Bulleted text. Format multi-line text with bullets.
  

App preferences that affect display for all roadmap documents

These options affect how all documents are displayed on this device (they do not affect the same document on other devices).