Roadmap Flow Field Guide

The practical manual for Roadmap Flow — concepts, features, playbooks, and troubleshooting for product managers.

Main flows

Features

Account — plan and billing

Free

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…

Updated in 0.1.3

Milestones

Pro

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.

Updated in 0.1.3

Brand kit

Pro

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.

Updated in 0.1.7

Canvas

Free

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.

Updated in 0.1.1

Check — roadmap health

Free

The Check tab grades your roadmap and lists exactly what is wrong with it, before a stakeholder does it for you.

Updated in 0.1.1

Config — workspace setup

Free

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.

Updated in 0.1.2

Export presets

Free

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.

Updated in 0.1.1

Tell the dev team

Free

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

Updated in 0.1.3

Items

Free

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.

Updated in 0.1.1

Progress

Free

The Progress tab answers a question that is hard to answer from memory: what changed on this roadmap, and when.

Updated in 0.1.2

Roadmap Flow Check — the browser companion

Free

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,…

Updated in 0.1.7

Saved views

Pro

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.

Updated in 0.1.3

Share — exports and transfer

Free

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.

Updated in 0.1.2

Team workspace coordination

Team

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…

Updated in 0.1.3

Playbooks

Troubleshooting

Releases