Roadmap
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Reading time: 7 minutes
Last updated
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In short: Roadmaps let you visualize and organize your work with ease. Project Roadmaps help track and compare Work Items across selected Projects, while Now/Next/Later Roadmaps focus on prioritizing objects by timeframes. Each Roadmap has a drawer that allows you to assign an owner, set timeframes, and configure what data to include, facilitating collaboration and planning.
In Timebook, Roadmaps are essential tools for visualizing and organizing your work. The dedicated module allows you to create and manage Roadmaps that provide a clear overview of your project work and priorities. With flexible visualization options, Roadmaps help you present information in the most effective way—whether it’s a high-level strategic view or a detailed breakdown of tasks.
Timebook offers two types of Roadmaps:
Project Roadmaps allow you to track and compare multiple , giving you insights into progress, dependencies, and timelines.
The Now/Next/Later Roadmap helps you prioritize various object types—such as , , , —by organizing them into short- and long-term timeframes.
Each Roadmap type is designed to improve collaboration, highlight dependencies, and streamline planning.
Timebook offers the following types of Roadmaps, each designed to serve a specific purpose and enhance your ability to plan, track, and prioritize work:
Project
This makes Project Roadmaps ideal for managing complex cross-functional efforts or keeping teams aligned.
Now/Next/Later
Additionally, you can drag-and-drop items between columns for dynamic planning, automatically updating their associated date ranges.
Use Now/Next/Later Roadmaps as a powerful tool for agile planning and real-time prioritization.
As a CEO, you can use Roadmaps for a strategic overview of the company’s direction, helping you understand how different Projects contribute to the overall business objectives. Roadmaps will help you assess progress and compare timelines.
As a Project Manager, you can use Roadmaps for a detailed breakdown of all the Work Items involved in your Projects, making it easier to coordinate tasks, manage timelines, and track dependencies.
To create a Roadmap:
Click [Add a Roadmap] in the top-right corner of the module.
Give your new Roadmap a meaningful name and description. Depending on the type of Roadmap, you can also:
For Project Roadmaps: Assign an owner, set the date range, and select the Projects to include.
For Now/Next/Later Roadmaps: Choose the object types to display and define the timeframes for organizing them.
Click [Create...] to save your changes.
The new Roadmap’s card opens and you can edit its details and access other available options.
Each Roadmap card in Timebook has two areas of focus:
The main area displays the Timebook data configured for your Roadmap. In a Project Roadmap, you’ll see a list of all Work Items belonging to the selected Projects, grouped by each one for clarity. In a Now/Next/Later Roadmap, the main area features three columns corresponding to the defined timeframes, populated with the object type chosen during setup.
In the top-right corner of the card, you have two additional options to keep your Roadmap accessible:
[Add to Bookmarks] saves the Roadmap for future reference. You can find it by opening the [Bookmarks] module in the Navigator.
[Pin to Navigator] adds the Roadmap to the [Pinned items] area of the Navigator. You can quickly jump to the pinned Roadmap using the menu on the left, no matter where you are in Timebook.
The main area of a Roadmap helps you manage and organize data, while the drawer allows you to define its properties and key settings. You can open the drawer using the button in the top-right corner of the Roadmap card and collapse it again when you want to focus more on the main view.
The following options are available in the drawer:
For Project Roadmaps: The drawer includes options to assign the Roadmap’s owner, set a date range, and define which Projects to include. Use the [Projects] property to select from all available Projects in your Timebook Workplace. You can include or exclude specific Projects using the provided checkboxes. The [Date range] property ensures that only Work Items scheduled within this period are displayed.
For Now/Next/Later Roadmaps: The drawer allows you to assign an owner and define the timeframes for organizing your data into columns.
It helps you visualize and track multiple in one place. You can define (and edit later) the Projects to include in the Roadmap, ensuring it aligns with your priorities.
Once configured, you can view all from the selected Projects, allowing you to monitor progress, analyze dependencies, and compare timelines across initiatives.
It helps you prioritize work by organizing objects—such as , , , —into three clear timeframes: Now, Next, and Later. You can edit these timeframes at any time to view your data from a different perspective.
The [Roadmaps] module, accessible directly from the Navigator, contains a complete list of all Roadmaps in your Timebook . Each Roadmap is displayed as a card highlighting key properties, such as the number of included, Date range, and Owner.
Click on a Roadmap to view its details, including a comprehensive list of all selected for that Roadmap, such as Work Items, Projects, Opportunities, Solutions, or other relevant data, depending on the type of Roadmap you are using.
The dedicated [Roadmaps] module at the level allows you to visualize and track multiple objects in one place. This centralized approach makes it easier to monitor progress, identify dependencies, and coordinate team efforts.
The [Roadmaps] module includes the [Manage view] section that lets you customize how Roadmaps are displayed. You can choose different , such as List or Timeline, to best suit your needs. Filters are also available to narrow down the Roadmaps shown, for example, by date range or status. Additionally, you can save these customized views either as public, for all members to access, or as private, for your personal use.
You can create Roadmaps for your entire Timebook using the dedicated module described above.
Select the type of Roadmap you want to create. for more information on available types.
You can change the scope of Projects by using a dedicated field in the Roadmap drawer. for more information.
You can also expand the Roadmap’s drawer using the dedicated button in the top-right corner. The drawer will occupy the right side of the screen, showing the Roadmap’s basic properties depending on its type. for more information on the drawer’s contents.
In the top-left corner of the card, breadcrumbs help you navigate related content. You can use them to quickly jump back to the [Roadmaps] module at the level to see all the Roadmaps in one place.
