Create new board

To start creating a new board, simply click the “New board” button.

Information

Next, fill in the required information on the roadmap:

Projects: regarding the projects that you’re working on. You can add multiple projects to one roadmap for ease of management.

Title: this is the name of the roadmap.

Description: provide additional information to better describe the roadmap. You can leave this box empty if your roadmap does not need any clarification.

Start date and End date.

Isolated mode: if you check this box, this new roadmap will NOT synchronize its planned date with other roadmaps of the same project. Instead, it will have its own planned date as a standalone roadmap.

Features selection: this shows which features will appear in the roadmap. At default, all features are selected. If you don’t want to use a specific feature and keep your roadmap tidy, simply uncheck the feature box accordingly.

Permission

Editor role: this will allow the user that you add to have full permission to edit this roadmap like you.

Mode:

Public: this will allow other members of your team to see this roadmap in the roadmap board list.
Private: this mode will make this new roadmap visible to ONLY its creator and invited users in the Viewer role.

Fields Mapping

The Start date and End date of the roadmap can be mapped with the Jira fields when creating a new roadmap or editing after that.

Additionally, you can also decide to add multiple projects to one roadmap for better management.

Currently, Routemap supports users to make field mapping with Date time.

REMINDER: Please notice that the mapped fields must be present on the Jira issue screen. If not, the data of the project CANNOT synchronize with Jira.

You can still use Routemap without setting this up. However, we suggest setting up the Fields mapping to avoid losing any data.

If you don’t know how to do it, here is the guide on how to add fields to the Issue Screen for Company-managed projects & Team-managed projects.

For more detailed information about field mapping, please visit the Settings section.