Create a roadmap
On the Roadmaps page, select New Roadmap.
Define roadmap (step 1 of 2): enter a Name, choose the Scope (the initiative the roadmap belongs to) and check the Time horizon, which defaults to the initiative's own dates.
Select Continue and complete step 2.
The roadmap board
The header shows the roadmap's name, its time horizon and owner, and Baselined on with a date once a baseline exists. The toolbar has:
Add to roadmap, Present, Share, History, Edit and More actions.
Timeframe, Layout, Milestones, Filter, Customize and Save view.
Work with Roadmapping Agent and Create baseline.
Choose a layout
Use Layout to switch between:
Kanban
Matrix
Gantt
Ranked List
Table
Roadmap items
Create a new item
Click on the + Add Item button and choose one of the item types:
New roadmap item
Programs
Open an existing item
A roadmap item is a single piece of planned work on a roadmap. Select an item on the board to open its details panel.
The top of the panel shows the item's title and its main details. You can edit each field directly in the panel.
Field | Description |
Status | Not Started, In Progress, On Hold or Completed |
Confidence | How confident the team is in delivering the item: None, Low, Medium or High |
Priority | None, P0 - Critical, P1 - High, P2 - Medium or P3 - Low. |
Progress | The item's percentage complete. Manual means progress is updated by hand; the panel shows when it was last updated. Progress can instead be updated from connected work items |
Committed to | The period the item is committed to: a fiscal year (FY), a half (H1 or H2) or a quarter (Q1–Q4), or None. |
Planned dates | The planned start and end dates |
Owner | The person responsible for the item |
Description | A description of the item |
Key results | WorkBoard key results the item supports. Select Add, then search for key results and add them |
If the planned end date has passed, the panel shows how long the item is overdue, for example 8 weeks overdue.
Comments tab
Discuss the item with your team. Type in Add a comment… and use @ to mention a colleague.
Work items tab
Connect the item to the work that delivers it:
Select Add.
Choose the source: Jira, Azure DevOps, Workstream or Program.
Select the work to connect.
To have the item's progress follow the connected work, select Update progress automatically from connected work items. When this option is cleared, progress is updated manually.
Dependencies tab
Record how this item relates to other roadmap items.
Select Add dependency;
Choose the relationship:
has a dependency on
is a dependency for
is on critical path for
has a critical path dependency on
Search for the roadmap item and select Add
Each dependency is listed with the related item's progress, status and date.
Use the ⋮ menu on a dependency to Edit dependency or Remove it.
Milestones tab
Track key checkpoints within the item:
Select Add;
Enter what the milestone aims to achieve;
Set the Target date (required);
Optionally, choose an Owner and a Status: None, Achieved or Missed.
Select Add.
Details tab
Field | Description |
Co-Owners | People who share ownership of the item with the owner. |
Actual dates | The dates the work actually started and ended, tracked separately from the planned dates. |
Tags | Your organization's labels. Select Add to tag the item. |
More
The More menu contains two further tabs:
Files: attach supporting documents. Drag a file onto the panel or select to choose one. Files can be up to 50 MB: PDF, images, Office documents, MP4 or ZIP.
History: a record of every change to the item, showing who made it, what changed and when, for example "Jessica Smith changed Planned end date to 2026-07-31".
Create a baseline and track changes
A baseline is a snapshot of the roadmap as agreed.
Open the roadmap and select Create baseline.
The roadmap is then marked Baselined on the date and time you created it.
Select History to see Baselines (each snapshot, with the current one marked) and the Change ledger, which records each change to an item: the field, the old and new values, who made the change and when.
Share a roadmap and manage owners
Select Share to open Sharing & Permissions:
Co-owners: search for people and add them as co-owners. The dialog lists the roadmap's owners;
Shareable link: "Create a read-only link to send to whoever needs it — one person or a group. Anyone at your organization signed in to WorkBoard can open it; no edit, no drill-through."
Select Get shareable link.
