Welcome to the roadmap prioritization beta!

Once you're granted access to the beta, you'll see a new "Roadmap" tab at the top of your admin view.

This is where you'll be able to:

  • Score based on custom impact factors to weigh in important values

  • Adjust the formula by assigning different weights to each factor

  • Inform your team on the most impactful things to work on

We're excited to hear what you think. Let us know your thoughts via live chat or create posts on our Roadmap Prioritization Beta feedback board.

Creating roadmaps

We've created your first Roadmap for you. Teams often have their own goals. Using separate Roadmaps means you can prioritize accordingly.

We recommend creating separate Roadmaps per team to keep things organized. For agile teams, you may also choose to have separate Roadmaps per sprint so you can start with a clean slate each time.

Adding posts to your roadmap

The first thing you'll want to do is add posts to your roadmap.

From the feedback view

On the right side of any post, you can send it to select roadmaps.

From the last row

In the roadmap view, the last row says "Add new post". By default, Canny will prompt you to create a new post in the select board. Alternatively, you can choose an existing post.

Bear in mind that posts will be public or private depending on the board selected. So, if you'd like a post to be internal-only, create it on a private board.

From the header

Just like creating a new post from the feedback view, you can do so from the roadmap view.

Roadmap Factors and Scoring

Each post's score is determined by the Factors involved and the weight assigned to each. Factors can be anything your team wants to weigh in to prioritization. For example: impact, reach, potential revenue, etc.

Every Roadmap can have its own factors and weights. To modify a roadmap's scoring, click on the gear icon in the score column.

You'll be presented with this scoring modal where you can add new impact factors:

By default, you'll see a Votes impact factor. This factor cannot be deleted. If you would like to exclude votes from the final score, you can set the weight of the Votes factor to 0.

Factor types will be specified on creation and cannot be modified after the formula is saved. The weight of each factor can be adjusted at anytime.

The math can get complicated so we’ll do all the work for you behind the scenes. For those who are curious, check out this article for how we come up with the overall score.

Again, as this is a beta, we could really appreciate any feedback so don't hesitate to reach out!

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