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Planview Customer Success Center

November 2017

Roadmap phases

Running a marketing campaign or updating a product roadmap can be a constant struggle, especially when planning six to twelve months into the future. Priorities can change at the drop of a hat, so it’s important to plan iteratively or in phases.  With the newest updates to our Roadmap workspace, you can do just that. 

  • Divide an initiative into multiple phases 
  • Add activities to individual phases 
  • Break down activities into cards 
  • Associate activities to boards

To learn more about Roadmap phases, visit Working with the roadmap.

Invite teams 

Inviting an endless number of people to a project can be a pain. With the new ability to invite entire teams directly to workspaces it doesn’t have to be. Rather than listing all of your collaborators out by name, just invite their team and get right to collaborating. See Work with members and groups to learn more.

Other enhancements

Over the last month, a number of performance related enhancements and bug fixes have been included in this month's release.  


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