Getting started with Kelloo

CHAPTER 6

Roadmap

A roadmap is a high-level visual summary that lays out the vision and direction of your products and projects over time. Roadmaps communicate the why and what behind what you’re building and describe the key steps, milestones and activities needed to meet your goals.

In this guide we use the terminology projects to keep things simple. But you can use Kelloo to plan and schedule projects, products, agile sprints, service engagements or anything else. You can also customize the terminology and structure in Kelloo to match the language and workflow your team uses.

Section Overview

In this section you will learn about:

  • Creating and sharing roadmaps.
  • How roadmaps are organized into lanes.
  • How to add lanes and projects to the roadmap.
  • Adding and scheduling phases, releases and work.
  • The different views of the roadmap.

 

 

Roadmap structure

In Kelloo you can create as many roadmaps as you like and each roadmap can have its own structure and contents.

Roadmaps are organized into lanes. Lanes can represent anything you want. So you could have a lane for each product you build or for each organizational area. You define the lanes in a way that means something to your organization.

Your projects, products, work (tasks, features, epics etc.), phases, releases, milestones etc. are displayed within the lanes.

 

 

Creating a roadmap

Here is how to create a roadmap:

  • Select roadmap from the main Kelloo menu.
  • Drop down the roadmap selector.
  • Select create a new roadmap.
add roadmap
  • Enter the roadmap name and select how you want the lanes organized.
organize roadmap

Deciding how to organize your lanes

When you create a roadmap you can choose custom lanes or have Kelloo create the lanes for you. We suggest you try custom lanes first.

  • With custom lanes, you create the lanes and choose which projects appear in the lanes.
  • Otherwise, Kelloo can create lanes for you based on organizational data. So it could create a lane per stage gate, a lane per organizational area, a lane per project priority etc.

Use the roadmap menu to manage the roadmap. Permissions can be used to control who can view or edit the roadmap.

permissions

 

 

Adding lanes and projects to the roadmap

If you chose custom lanes when you created your roadmap, you first need to create your lanes.

  • Select add lane.
  • Select add next to any projects you want to add to the lane. 
  • You can also create a new project.
add lane
  • Select the lane name to rename the lane.
rename lane
  • Add further projects to the lanes using the add / remove projects option in the lane menu.
add remove project

 

 

Adding work, phases, releases or milestones to the roadmap

Work on your roadmap can include things like tasks, features or epics. Your roadmap can also include phases, releases or milestones. 

Pro tip

Depending on your configuration you may see different terminology in use in your Kelloo environment. For example, you may not use the terminology tasks and instead call work features. Or phases may have been renamed releases etc.

Adding work from the planner

Work previously created in the planner can be added to the roadmap.

  • From the project menu select add existing work to roadmap.
add existing work
  • Check the items you want to add to the roadmap and select save.
check box

Creating new items in the roadmap

You can also create new work, phases, milestones or notes directly in the roadmap.

  • Click in the blank space in the roadmap.
  • Select create new work, phase, milestone or note.
click to add

 

 

Scheduling work on the roadmap

Change the length (duration) of work or when work is happening by shifting the work in the roadmap. Any changes made in the roadmap update the planner also.

Scheduling phases and releases

Click the phase or release bar then use the date control and arrows to set the start date, end date and length of the phase or release.

shift phase

Scheduling using the timeline view

In timeline view, bars can represent work, epics and parents.

  • Click, hold and drag a bar end to change the length (duration) of the work.
  • Click, hold and drag the center of the bar to move the work to a new date.
shift timeline

Scheduling using the epic / parent view 

  • Click, hold and drag a bar end to change the length (duration) of the epic / parent.
  • Click, hold and drag the center of the bar to move the epic / parent to a new date.
shift parent

 

 

Changing the roadmap view

Choose your roadmap view by selecting the view dropdown.

roadmaps views

Timeline view

On the timeline view, bars represent things like work, phases or releases and show when things are planned to happen. Milestones and notes can also be added to aid understanding.

timeline view

Phase / release view

Use this view If you organize your work into things like phases or releases and want to see what work is being delivered in each phase or release.

phase view

Epic / parent view

If you organize your work into epics and parents, this view shows you when the epics or parents are planned for and what work they contain.

epic view