EasyRoadmap
Open menu
Product Templates Use cases Resources Learn Blog Pricing Docs
Open App
Open App

Docs

Learn how to create lanes, use templates, and share roadmaps securely.

Getting started

New to EasyRoadmap? Click the help icon (?) in the top-right corner and select "Start Product Tour" for a guided walkthrough of the app's key features. The tour takes about 1 minute and covers everything you need to know.

How EasyRoadmap works

EasyRoadmap is a local-first roadmap editor with optional cloud saving and sharing. You organize work into lanes (teams, tracks, or workstreams) and add cards (projects, epics, or deliverables). Use different views depending on what you’re doing.

Recommended workflow

  1. Create cards in List view
    • Add the work first: clear titles, short descriptions, and ownership (lane).
    • Split big initiatives into smaller cards so scheduling stays realistic.
    • Use List view when you want detail and quick editing.
  2. Schedule in Timeline view
    • Drag cards to position them in time; resize them to set duration.
    • Open a card in Timeline to view and edit its details (title, description, status, etc.).
    • Adjust duration by stretching the left or right edge of the card.
    • Place cards on separate rows within a lane (swimlane) to avoid overlaps and keep the plan readable.
    • Use zoom presets to switch between high-level planning and detailed scheduling.
    • Keep an eye on the Today marker to understand what’s current.
  3. Track execution in Board view
    • Use Board for day-to-day progress tracking and team alignment.
    • Move cards between columns to reflect status (e.g. Planned → In Progress → Ready/Done).
    • Review the board together in standups and weekly check-ins.

Views (when to use what)

  • Timeline: planning, sequencing, dependencies, and communicating dates.
  • Board: execution tracking and status flow.
  • List: editing details, grooming, and quickly creating lots of cards.

Templates

Start from a template when you want a quick structure. Templates give you example lanes and starter cards that you can edit or delete. You can also start from an empty workspace.

Saving & sharing

Your roadmap is local-first: changes are stored in your browser, so you can work fast and offline. Cloud saving and sharing are optional.

Storage options

  • Local-only (this browser): stored in your browser storage. Great for personal work. Not shareable.
  • File: save as a .wspc file on your device. Works offline and gives you full control.
  • Cloud: saved under a workspace id so you can share a link and open the same workspace on another device.

Save to file

  1. Open the Workspace modal in the app.
  2. Go to Save and use Save to file (or Save as…).
  3. To continue later, go to Load and use Open file….

Save to cloud

  1. Open the Workspace modal in the app.
  2. Go to Save and enable Cloud if needed.
  3. Click Save to upload the current roadmap to the cloud.
  4. Save again later to update the same workspace (the link stays the same).

Share a link

  • Copy the workspace link and send it to teammates or stakeholders. New links use ?workspace=… (older ?session=… links still open).
  • The shared link opens the saved cloud workspace on any device.

Password protection

  • You can set a password so viewers must unlock the workspace before content is shown.
  • Share the password out-of-band (for example via chat or email) and avoid putting it in the same message as the link.
  • If you forget the password, it can’t be recovered for that workspace.

Images & screenshots on tasks

You can attach multiple images/screenshots to a task. This is useful for bug reports, design feedback, and stakeholder updates.

  • Open a card (Timeline) and scroll to Images. Add images by drag & drop or by pasting a screenshot (Ctrl/Cmd+V).
  • Images are converted client-side to WebP (70% quality) and limited to 3 MB before upload.
  • Board/List show an indicator when a card has images, but thumbnails load only when the card is open.
  • In local-only and file workspaces, images are stored in your browser storage on this device. If you enable Cloud, you can migrate those images to the cloud so they can be shared.

Comments on tasks

Comments are lightweight notes on a card. They help with weekly reviews, tracking blockers, and capturing decisions without moving to a separate tool.

  • Open a card (Timeline) and scroll to Comments.
  • Write a note and click Add comment.
  • Comments are stored inside the workspace data (local-only, file, or cloud).

Where to find things

  • View switching: in the header on desktop, and inside the menu on mobile.
  • Settings: open the left drawer to adjust view and roadmap options.
  • Workspace actions: open the workspace modal to Save, Load, Share, and view workspace info.

Tips

  • Start simple: lanes for teams/tracks, cards for outcomes, then refine into smaller deliverables.
  • Use consistent status meaning across the team (what “Ready” or “Done” actually means).
  • Plan in Timeline, execute in Board: avoid mixing scheduling decisions into daily status churn.