Admin/Owner Quick Start For Single PM Team

If you’re an admin setting up an account for yourself follow the below quick start guide to get started with Dragonboat.

With this guide you'll be able to:

1. Build your roadmap using common formats
2. Create and save views 
3. Invite and share with others 
4. Check out other capabilities

#1- Build your roadmap using common formats

(Estimated Time: 20 minutes + decision time)

With Dragonboat you can slice and dice, evaluate, and create multiple roadmap formats with real-time data. Choose from one of the below roadmap templates to get started:

1. Outcome Based Roadmap 
2. Now-Next-Later Lean Roadmap
3. Swimlane Roadmap

Outcome Based Roadmap

An outcome based roadmap gives context to roadmap items and their prioritization by focusing not only on the “what” (outputs) but also the “why” (outcomes).

1. Group by “Goal” and then by “Roadmap”
2. Click to edit goals from demo data OR 
3. + Add a new goal
4. Roadmap reflects your teams
5. Mouse over in cell to add a new roadmap items
6. Use filter to show/ hide roadmap items
7. Save view to visit or share later

Now-Next-Later Lean Roadmap

The Now-Next-Later Lean Roadmap template focuses on time horizons and not timelines by using three buckets to communicate and align teams on the upcoming challenges, opportunities, and issues. 

1. Select Portfolio > Board View 
2. Group By “ timeframe”
3. Click to edit timeframes from demo data OR 
4. Add a new timeframe (Now, Next, Later)
5. Click + add new  to add a new roadmap items
6. Drag and drop epics to easily prioritize planning 
7. Choose additional details to display on roadmap from the three-dot menu
8. Save view to revisit or share later

 

Swimlane Roadmap

A swimlane roadmap is your roadmap presented as a timeline. Similar to the rest of the formats in Dragonboat, you can group your roadmaps in any of the portfolio dimensions you need such as by theme, or goal. In this example we’ll show you how to create a swimlane roadmap grouped by goal.

1. Choose Portfolio > Swimlane
2. Group By “Goal” 
3. Double Click to edit demo data features OR
4. + Add a new feature 
5. View at different hierarchy levels
6. Save view to visit later

Want to see additional roadmap formats? Check out our guide for 10 common roadmap formats to create with Dragonboat

#2-Create and Save Views

(Estimated Time 10 minutes)

A View represents what is displayed on a page. Once you’ve set up one of the above templates you can this view (as well as any others) to come back to or to share with your stakeholders by following the below steps. More details about saving and sharing views can be found here.

1. Use filters to select what ideas to be included in this view. You may use a saved filter or create a new set of selections in Advanced Search. Here is our detailed filter guide.

2. Select Display Preferences (or Show Fields) and customize the page display, e.g. select what fields you'd like to display in this view.

3. Select View and enter an informative name since it'll be shared with your audience. e.g. Feature by Quarter for the Sales team, and click "Save and Share".

Note: When saving views use an informative name since you’ll be sharing with different audiences e.g. Outcome Based Roadmap for Executive Team.

#3-Invite and Share With Others

(Estimated Time: 10 minutes)

Now it's time to get your team and stakeholders onboard and share your roadmap views. 

Invite Your Team 

You can invite your team by selecting Invite from the + on the top navigation. This will allow you to type the name and email and set the permission level.

Share Views With Others

Click the view icon to navigate to the view you want to share  

You can click the share icon and share with your entire organization or selecting “only these users” and using the @ symbol you can mention users and they will automatically add this view to their list of Views. 

You may also copy the 'View URL' to share via Slack or email and click “Preview” to see how it will look on the screen of your recipients.

#4-Check Out Additional Capabilities:

• Integrate with Jira to push epics and pull in progresses
• Prioritize features using RICE, MoAR or customized scoring
• Intake / manage requests

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Questions? Reach us directly via the help widget or join our Slack community.