- #Roadmap planner excel how to#
- #Roadmap planner excel update#
To create more rules that indicate when a task is completed or in progress, open the conditional formatting panel, select the ellipses on the right side of the rule, click duplicate, and update the “Contains” field and shape formatting color.
In the third drop-down, select "Contains" and type in "late" below it. 
In the "Property" field, either select "Development Stage" from the drop-down or type it in. In the "If…" section, change Text to Shape Data. Under “Formatting,” choose “Shape Style.” This will change the fill color of the tasks in our product roadmap to indicate what stage they are at. Click “Create Rule” and double-click the title at the top to rename the rule Development Stage. Open the Conditional Formatting panel on the right by clicking on the wand icon. 
Product Roadmap (Click on image to modify online) Practice conditional formatting by running through the example of color-coding tasks according to their development stage.
#Roadmap planner excel how to#
The tutorial below will show you how to use conditional formatting. This kind of formatting provides at-a-glance confirmation of task progress and team alignment.
Dynamic Shapes will allow you to set rules to show progress, percentages, ratings, scores, and amounts.įor example, you could use conditional formatting to color-code tasks according to their development stage or add icons to indicate their level of completion. Icon Sets will allow you to set rules that attach icons such as colored circles, checkmarks, and warning signs to your shapes. Shape formatting will allow you to set rules to change shape and line color, style, and width. Lucidchart currently offers three types of conditional formatting: Now that your roadmap is connected to a spreadsheet, you can set rules that will read your data and trigger visual indicators of the product development stage and project status. Apply conditional formatting to see development stage and project status Product Roadmap Example (Click on image to modify online)ģ. See how data linking works in the following product roadmap example. If you connected your roadmap to an Excel spreadsheet or CSV, you will need to replace the dataset as you make adjustments (there is not an automatic update option). To replace the dataset, click Data > Manage Data and follow the prompts to reimport your dataset.Ĭongratulations! You’ve just created a powerful, data-driven roadmap! Now let’s add more powerful visualizations by creating conditional formatting rules. To change your update settings, click Data > Manage Refresh and select how often you would like your diagram to be updated. You have the option to change this setting to either automatically update every 30 seconds, manually update when you trigger a refresh in the data panel, or never refresh (until you update the setting). If your diagram is connected to a Google Sheet, the data in your product roadmap will automatically update when you make changes to your spreadsheet. 
Will my product roadmap automatically update when I make changes to the spreadsheet?
Once you’ve imported your data, drag and drop a new row of data onto selected epics, stories, or initiatives. Select “Data Linking” from the pop-up window. Or you can follow these simple instructions: This tutorial will show you how to link data to your product roadmap. If you are starting from scratch, connect your roadmap to live data in Google Sheets or data from a CSV file. Once you’ve imported your data, drag and drop a new row of data onto selected epics, stories, or initiatives and click “Replace data.”. Follow the prompts to select a Google Sheet, Excel spreadsheet, or CSV. Click the “Data” in the Dock on the right side of the editor. To replace the currently linked data, follow these simple instructions: If you are starting from a template, the next step to building your product roadmap is to customize the data in the template that you have chosen or replace the dataset with one of your own. Connecting data will help you to fill in feature names, development stages, statuses for major projects, and more. Once you’ve customized your roadmap template, you’re ready to add data. Connect your product roadmap to live data Jump into Lucidchart and explore templates to help you jumpstart your diagrams, processes, and roadmaps. Templates are fully customizable and will give you the head start you need to link your data to your roadmap. Each template has a description and additional resources on the right side of the diagram.
0 kommentar(er)
