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View all your ongoing projects on a timeline
Need an easy way to communicate your DAO's plans to contributors or other team members? Now you can do just that by adding existing (or new) projects under your org's spaces to a Roadmap view! This makes it easy to be transparent about progress and keep your roadmap up to date with your spaces & tasks.
Enable the feature for your DAO, select which projects are visible on the roadmap, then adjust the start and end dates for each project on an easy to use timeline layout.
Create a robust roadmap from your organisation's projects
Note: These steps can only be done by DAO Admins
Step 1: Visit your organisation's
Settingspage from the sidebar menu and make sure you're on the
Organisation Settings > General
Step 2: Toggle the checkbox next to the label
Enable Project Roadmapso that it's on, and you'll immediately see the Roadmap show up in your sidebar menu
Toggle the checkbox to turn on Roadmap
Roadmapin the sidebar menu & get started with adding projects!
Take a few mins to setup your new project roadmap with the steps below
Once you've turned on the feature for your organisation using the steps above, you'll be able to add existing projects, adjust their dates and even create new projects right from the Roadmap.
When on the Roadmap for your organisation, click the
Add Projectbutton at the top right corner, and select from existing projects listed from across the spaces in your organisation.
Add the projects that you have planned timelines for
You can also add an existing project to the Roadmap from the sidebar menu by clicking the
...button next to the project name, then toggling the checkbox
Option 2 for adding a project to the roadmap
Additionally, you can add a project to the Roadmap from the project page itself by clicking the ⚙️ button next to the project name, then toggling the checkbox
Option 3 for adding a project to the roadmap
The projects with their respective blocks on the timeline will become visible as you select them. By default, a newly added project will start from the current date and be set to 1 week.
Your Roadmap will soon take shape as you adjust the project blocks with the steps below
Once you've added all relevant projects to the timeline, there are a couple of actions you can use to update the project durations and change the view, as needed.
Your Roadmap customising is just beginning
You can click-and-drag left or right anywhere on the timeline to adjust what time period is visible
Adjust where on the timeline you're looking by dragging left and right
You can move and adjust dates for a specific project block in a few steps:
Step 1: Click on the project block on the timeline to activate it, visible by coloured handles appearing at the start and end of the block
Activate a block by clicking on it
Step 2: To move it, click-and-drag on the project block to move it to a later / earlier start date
Move the project block to the appropriate start date
Step 3: To adjust the dates, drag on the handle at the start or end of the block to change the start or end date, respectively
Adjust the start and end dates to show the planned duration
You can zoom in or out to change the length of time visible at the top of the Roadmap's timeline
Option 1: Click on the name of a month at the top to zoom out to view the whole year; then click on a month's name to zoom into that specific month
Zoom out and in by clicking on month names
Option 2: Use CTRL (Windows) / CMND (Mac) key + scrolling up or down on your mouse/trackpad to zoom in or out from the position of your cursor
Zoom out and in by scrolling up or down while holding CTRL/CMND
You can combine zooming out with dragging the handles of an active project block to easily set the duration to more than a few weeks
Combine adjustments to make it easy to flesh out your Roadmap
You can adjust the order of the projects in the Roadmap by clicking the
...button at the top-right to open a pop-up menu listing the projects currently on your Roadmap
View the order of your projects
Click-and-drag on the handle on the left of the project name to move its position up or down
Update the order to better reflect priorities
As you update the order of a project, the Roadmap will update in the background, no need to hit save!
The Roadmap will sync in the background after each change
Follow the steps below to create a new project directly from the Roadmap view. This may be the case if you've not created a project under any of your spaces before or you've already added all existing projects to the Roadmap and want to make a new one.
Step 1: Click
Add Projectin the top-right corner
Start with adding a new project
Step 2: Click
Create Project, then select from the list of existing spaces in your organisation
If the space you want doesn't already exist, please visit your org's
Overviewpage, create the relevant space and return to the
Create a project under the preferred space
Step 3: In the pop-up that appears, enter the name of the new project to be created under the selected space from the prev. step
Enter a name for the new project
You will be redirected to the new project once it's created, return to the
Roadmapfrom the sidebar menu to continue
Get a preview of the project under the space you selected
Step 4: Once you've returned to the Roadmap, click
Add Projectagain and select the new project you just created
Return to roadmap and add the newly created project
Keep your Roadmap up to date and add new projects on the fly, to better communicate to your community & team members.