Plan in the view each meeting needs, and check that the date holds

1. 1

   Show the same plan the way each meeting reads it

   Product manager · Product

   Acme’s quarterly business review wants a timeline, the stand-up runs from a board, and the product manager keeps one plan for both.

   1. Switch the roadmap to Timeline for the quarterly business review.
   2. Save it as “Exec timeline” for next time.
   3. Switch to Board for the stand-up: the same items, in columns.
   4. Drag late items to new dates in Calendar during the weekly release call.

   • Board, list, timeline, calendar, and spreadsheet
   • Search and filters
   • Saved views per project

   Works withItem Lifecycle and Roadmap Links
2. 2

   Know what must finish first before you promise a date

   Platform product manager · Product

   Northwind’s enterprise admin console cannot start until single sign-on is done, and sales keeps asking for a console date.

   1. Open the Single sign-on item in Work.
   2. Mark it as blocking Enterprise admin console.
   3. Anyone who opens the console item now sees what it waits on.
   4. Check the blocked-by count on each item before committing a date.

   • Blocks and blocked-by links
   • Counts on every item
   • Links made from APEX too

   Works withActions Across the App
3. 3

   Move a spreadsheet backlog into a live roadmap in an afternoon

   Product operations lead · Product

   Contoso is moving four teams off another planning tool, and each team’s backlog has to be in its own roadmap by the end of the day.

   1. Export each team’s board from the old tool as a CSV.
   2. Paste each file into the import and read the live preview of rows and errors.
   3. Fix the rows the preview flags, then import into that team’s roadmap project.
   4. Export back to CSV whenever someone needs a copy.

   • Paste a CSV, see errors before import
   • Labels carried in the file
   • Export back to CSV

   Works withRoadmap Projects
4. 4

   Check whether the 31 March date still holds

   Engineering manager · Product

   Fabrikam promised the platform release for 31 March, and the engineering manager wants evidence before the next planning meeting, not a feeling.

   1. Open the platform project’s Analytics tab.
   2. Read weekly velocity and the burndown.
   3. Check status and priority across the items still open.
   4. Download the charts as images for the steering deck.

   • Burndown and velocity
   • Status and priority distributions
   • Charts download as images

   Works withCustom Dashboard Chart Types

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