Learn about Savio

How to Set Up and Use Roadmaps in Savio

Savio helps you build evidence-based product roadmaps. That means using your feedback and feature requests and customer data to drive product strategy decisions.

Here’s how to set up, manage, and share roadmaps. We’ll cover:

Note: Some Roadmap features may only be available on specific Savio plans. Check out Savio’s pricing page for details.

Why use roadmaps?

Product roadmapping helps you define and communicate your product strategy.

It can help align your internal teams and unite everyone around a common vision for your software. Ultimately, that means more effective team collaboration.
It can help tell your customers what to expect from your product in the future. Ultimately, that can mean better sales, conversion rates, and retention.

Savio’s roadmaps are designed to bring you those benefits. Our roadmapping feature helps you connect product feedback and feature requests from your customers with a visual roadmapping strategy document. You can share that document publicly with your customers or can keep it private among your internal teams.

Here are some potential use cases for the roadmaps:

Share your product vision internally. Share your product roadmap with all your internal teams and stakeholders, such as your executives, Engineering team, Sales, Customer Success, Customer Support, Marketing, and more. That way, everyone knows what features to expect.
Justify product decisions. Imagine you’re in a Sales meeting and someone asks you why you’re building Feature A over Feature B. Your roadmap lets you justify the decision with evidence. It shows the number of requests and revenue associated with each feature, and you can drill into each feature to look at the verbatim feedback. Tying your roadmap directly to customer feedback is a powerful way to communicate the evidence and justify product decisions.
Share your product vision externally. You may want to show your customers that you’re listening to their requests and using them to make product decisions. You can share a public roadmap with them so that they can see that you’re constantly improving the product and taking feature requests seriously.

How to create a new roadmap

Great, so how do you do it?

1. Start by clicking “Roadmaps” on the left-hand menu to get into the Roadmaps page.

2. Click “+ Add New Roadmap” to create a new roadmap.

3. Add a title and description.

Duplicating roadmaps

You can also duplicate an existing roadmap. This is useful, for example, if you want to build a Q2 roadmap similar to your Q1 roadmap. To do it:

1. Click into an existing roadmap.

2. Click the three dots in the top right of the roadmap page.

3. Click on one of the options for duplicating. The two options are:

Duplicate Columns Only. This duplicates your roadmap columns but not any feature cards.
Duplicate Columns And Cards. This duplicates the roadmap—both columns and feature request cards.

How to edit roadmaps

Once you have a roadmap, here’s how you can edit its components.

Editing the roadmap title and description

To edit the title and description of the roadmap:

1. From the Roadmaps page, hover your mouse over the roadmap name and click the edit icon.

2. Make changes.

3. Confirm and save the changes.

Editing the columns of a roadmap

To edit the content of a roadmap, click on its name from the Roadmaps page.

Savio’s roadmaps are in the style of a Kanban board, with various list columns.

Each column represents a stage in your product development life cycle. You can customize these to reflect your product development process or the stages that are most meaningful to your customers.

To add a column:

1. Click the blue “+” icon.

2. Type in the name of the column and click “OK”.

To delete a column:

1. Click the three dots beside the column name.

2. Click “Delete”.

Adding features to your roadmap

You can customize the features that appear on your roadmap. These features appear as Kanban-style cards.

To add a feature to your roadmap:

1. Click the blue “Add” button.

2. Select a feature from the dropdown menu.

***Tip: *Clicking on the feature request card on your roadmap takes you to the feature request details page where you can see all the information about it. Clicking “back” takes you back to the roadmap.

Adding features to your roadmap from the Feature Request List page

You can also add features to your roadmap directly from the Feature Request List page. To add a single feature request to your roadmap:

1. Navigate to your Feature Request List page.

2. Hover your mouse over a feature and click the “Add to Roadmap” icon.

3. Select the Roadmap and column you’d like to add the feature to.

You can also add feature requests in batches. To do it:

1. Navigate to your Feature Request List page.

2. Select the features you’d like to add to a roadmap by checking the checkbox next to the feature’s name.

3. Click the “Edit features” button.

4. Select the option to “Add to Roadmap”.

Adding features to your roadmap from the Feature Request Details page

You can also add a feature to your roadmap when you’re on the feature request details page. To do it:

1. Navigate to a Feature Request’s details page by clicking on it from the Feature Request list.

2. Click into a feature request.

3. “Add to Roadmap” icon beside the Feature Request’s name.

Moving features between stages on your roadmap

Once a feature is on your roadmap, you can drag and drop it to any of the stages.

Sorting features

You can sort features on your roadmap. The sorting options that are available on your roadmaps are the same as you’ll find on your feature request list.

How to share roadmaps

Share your roadmap by clicking on the three-dot icon in the top-right corner.

There are several options available for sharing roadmaps:

View Read-Only Roadmap: This shows you a read-only view of the roadmap. In this view, only the roadmap columns, feature name, and description are visible.
Read-Only And Sharing Settings: This opens a settings page where you can choose how you want to share the roadmap. See below for more details.

Sharing settings

When you click on “Read-Only And Sharing Settings”, you’ll open a page where you can choose the visibility sharing settings for your roadmap.

Permissions

Select who is able to see your roadmap. There are two options:

“Owners and Admins in your Savio vault” makes your roadmap accessible to anyone with a Savio account that has an “Owner” or “Admin” role. Read more about managing users and roles here. Use this option when you want to keep your roadmap accessible to your internal product team and other Savio users.
“Anyone with the read-only sharing link” makes your roadmap accessible to anyone who has the sharing link. Use this option when you want to make your roadmap sharable with execs, your customers, and other stakeholders.

Display Options

These settings change what is displayed on your roadmap.

Logo: Upload an image file with your company logo to include it on your roadmap.

Favicon: Upload an image file to customize the favicon for your roadmap.

Sort Columns By: Use this to select how you want to sort the feature requests in each column on your roadmap. Options include by

Rank: This is the default sort in each column. When you add a feature request, it gets automatically given a rank. Sorting by rank essentially allows you to return to the original, default feature request order.
Request count: This sorts your feature requests by the number of requests that each feature has, from highest to lowest.
Annual Revenue: This sorts your feature requests by annual revenue.

Request count: This lets you show or hide the number of requests each feature has.

Annual Revenue: This lets you show or hide the total annual revenue associated with each feature. Annual revenue is a custom attribute that you can configure.

Effort: This lets you show or hide the effort rating of each feature.

Priority: This lets you show or hide the priority rating of each feature.

Tags: This lets you show or hide each feature’s tags. Options include:

Show All: This makes all tags visible on the roadmap.
Show Public: This makes only public tags visible.
Don’t Show: This hides tags from view.

Status: This lets you show or hide each feature’s status. Options include:

Show All: This makes a feature’s internal status visible on the roadmap.
Show Public: This makes only public statuses visible.
Don’t Show: This hides a feature’s status from view.

Product and Product Area: This lets you show or hide the name of the product or product area that the feature belongs to.

How to share your roadmap

Share your roadmap using the “Sharing Link” located on the “Read-Only and Sharing Settings” page. To find it:

1. Click into the roadmap from the Roadmaps page.

2. Click the three-dot icon in the top right corner, and select “Read-Only And Sharing Settings”.

3. Copy the link.

You can now share the link with anyone you like. If you’ve selected that your roadmap is visible to anyone with the link, they’ll be able to follow the link to your roadmap.