Overview
Canny allows you to share a filtered view of any roadmap. Just follow the steps below!
Benefits
Share your roadmap with both internal and external stakeholders
Control what factors are visible
Easily grant and revoke access using email invites
Sharing a Roadmap
Filtering a roadmap (required before sharing)
Canny allows you to create a custom-filtered view of your roadmap, allowing you to filter irrelevant scoring columns.
You can save this as a view to switch between different views easily:
You can manage saved views from the Saved Filters page in the Canny settings.
Sending the invites
You can share a roadmap by filtering it into a view (see above). Any saved view of the roadmap can be shared as a read-only link.
You can then share the roadmap with an email invite. The user will receive a custom-branded email that looks like this:
Once the user clicks to accept the invite, they'll be directed to the shared roadmap page:
Revoking roadmap access
Once you decide a person should no longer have access to the roadmap view, you can easily revoke access from the roadmap tab in Canny. Just follow the steps below:
Go to the Roadmap tab in Canny and find the specific roadmap
Click the Filters button at the top, and select the view being shared from the dropdown
Click the share button to see the options for sharing
From there, you'll see which emails currently have access to that roadmap view
You'll see a trash can icon 🗑️ on the right. Clicking that will revoke access to this roadmap for that email
Follow along in the gif below:
Things to note:
The person receiving the invite does NOT have to be a member of your organization. Any email can receive the invite to a shared roadmap view.
This shared view is read-only. Non-Canny admins cannot alter, share further, or export it.
There is no time limit for roadmap sharing. A person invited to view the roadmap will have access to that roadmap until it is manually revoked.
You also have the option to export a roadmap as a static CSV (spreadsheet file) if you prefer to share it.