🛣️Create a roadmap

Create a high-level roadmap based on OKR.

Here is the result you'll get by following the steps.

Roadmap Example

Steps

1. Create doc types for OKRs in your settings

2. Create the actual OKR

3. Update the properties of your initiatives

4. View Creation: Jump directly here if you know how to do the former steps

Feel free to adapt this view to your needs. Typically the swimlane is a matter of personal preference.

OKR-related doc type

Click on the pictures and use the arrow keys on your keyboard to move to the next steps.

Skip this step if you don't want to swimlane by objectives.

Objective creations

Click on the pictures and use the arrow keys on your keyboard to move to the next steps.

Skip this step if you don't want to swimlane by objectives.

Properties creation

Click on the pictures and use the arrow keys on your keyboard to move to the next steps.

View creation

Click on the pictures and use the arrow keys on your keyboard to move to the next steps.

Steps

1. Select Kanban View

2. Group by Time horizon

3. Swimlane by Objective

4. Additionally, you can add filters. Eg: for specific product squads

5. Select the properties you’d like to see in this view. We selected: Effort, Importance & Strategic Theme here.

Tell us which use case you'd like us to cover in this section!