Roadmap Flow Field Guide
The practical manual for Roadmap Flow — concepts, features, playbooks, and troubleshooting for product managers.
Main flows
Local-first workspaces
FreeRoadmap Flow keeps your roadmap on your computer. This page explains what that means and why it is a deliberate choice.
Roadmap items
FreeA 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…
Statuses, priority, and confidence
FreeA 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.
Features
Account — plan and billing
FreeThe 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…
Milestones
ProA 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.
Brand kit
ProThe 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.
Canvas
FreeThe 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.
Check — roadmap health
FreeThe Check tab grades your roadmap and lists exactly what is wrong with it, before a stakeholder does it for you.
Config — workspace setup
FreeThe Config tab is where you set up the structure a roadmap needs before it can be read clearly: workstreams, owner teams, statuses, and branding.
Export presets
FreeAn 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
FreeTell the dev team is the built-in way to report a bug, request a feature, or send a note without leaving Roadmap Flow.
Items
FreeThe Items tab is the roadmap as a working list — searchable, sortable, groupable, and filterable. It is the fastest way to find and triage items.
Progress
FreeThe Progress tab answers a question that is hard to answer from memory: what changed on this roadmap, and when.
Roadmap Flow Check — the browser companion
FreeRoadmap 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,…
Saved views
ProA 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.
Share — exports and transfer
FreeThe 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
TeamTeam 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…
Playbooks
Capturing planning notes with Roadmap Flow Check
FreeThis 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…
Running an executive update
FreeThis playbook prepares a short, credible roadmap update for a leadership audience.
Your first roadmap in 15 minutes
FreeThis playbook takes you from an empty workspace to a roadmap you could show someone. It follows the five-step spine end to end.
Importing items from Jira or Azure DevOps
FreeThis 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 health review
FreeThis playbook is a focused pass to raise the quality of a roadmap before it goes in front of anyone.
Producing a stakeholder export
FreeThis playbook turns the roadmap on your screen into a file that is ready to send.