Prioritize with the internal roadmap

The internal roadmap is where the team decides what to build next. It is a table of ideas from the board, each scored with RICE, Reach × Impact × Confidence ÷ Effort, or with factors you define, and each showing the votes, the distinct companies and the MRR behind it. Nothing on it reaches the public board, whose roadmap shows statuses only. A Viewer can read it; a Moderator or above can change it.

Roadmaps

The first roadmap exists the moment you open the tab. The roadmap name at the top is a menu: it lists every roadmap, restores archived ones, and has a box to create another, one per team or per quarter. Settings on a roadmap renames it, gives it a description and an effort budget, archives it or deletes it. Deleting a roadmap removes its scores and views; the ideas stay in the inbox.

Put ideas on it

• From the inbox: open an idea, tick a roadmap in the Internal roadmap card on the right and click Save.
• From the roadmap: type in Add an idea. Matching ideas from the inbox appear; click one to add it. A title that matches nothing is added as a new idea, on the board as well as on the roadmap.
• From another roadmap: select ideas, pick a roadmap under Add to in the bar at the bottom and click Apply.

Score an idea

Each factor is a drop-down in the row. Pick a value and the score beside the idea updates, as do the sums above the table. Hover a score to see the arithmetic. These are the scales to begin with:

The Votes, Companies and MRR columns come from the directory: the people who voted, the companies they belong to and what those companies pay. They are there to argue Reach and Confidence from, and to sort by.

Columns

Columns, beside the saved views, lists every column after Idea. Untick one to hide it, move it with the arrows, and Apply to see the table that way; the layout rides along in the address, so a saved view or a share link keeps it. Save as default makes it the layout everyone on the roadmap opens to.

New column at the foot of that list adds a column of your own: text, a number, a choice from options you type one per line, a date, a checkbox or a link. Type into the cell and it saves, like the owner and the ETA; a number column sorts as numbers and the CSV export carries every custom column. The cross beside a custom column deletes it together with what was typed into it. Built-in columns and factors cannot be deleted, only hidden; factors are removed under Scoring.

Table and Cards, at the start of the same row, switch the layout. Cards give each idea a box: the numbers, selects and dates in a labelled row under the title, and every text column written out in full and editable in place. The browser remembers the last choice; a saved view or a share link made from the cards opens as cards.

Your own factors

Scoring opens the factors. Rename one, change the steps on its scale (one per line, as value: label), add a factor such as strategic fit, or remove one. A factor either raises the score or lowers it. The weight is how hard it counts: 1 as it is, 2 twice as hard, 0 not at all while keeping the column. Reset to RICE puts the defaults back. Values already scored stay where their step survives and snap to the nearest step where it does not.

Two formulas sit at the top of Scoring. RICE multiplies the raising factors and divides by the lowering ones, so a weight is an exponent and a score waits until every factor is set. Weighted sum adds weight × value on each side, impact divided by effort, with an unset value counting 0. A factor can also be read live from the data instead of set by hand: votes, voters, companies, MRR, comments, votes from a saved segment or a numeric idea-form field, with a Calc of as is, share of the top idea or log scale. Types for hand-set factors: named steps, 0 to 10, 0 to 100, Fibonacci, stars, a checkbox, a percentage or a number. The Votes column is always there; weight 0 keeps it out of the score.

The line

Under Settings, give the roadmap an effort budget in the units of your Effort factor, for example 12 for the quarter. Sorted by score, the table draws a line where the budget runs out, marks each scored idea fits or over, and the tiles above the table add up the ideas, votes, companies and MRR above the line. Above the line only filters to what fits.

Let the AI propose

On servers with an AI key, Suggest scores reads up to eight unscored ideas, with their comments and the votes, companies and MRR behind them, and proposes a value for each factor with a one-sentence reason. The proposals appear as ghosts in the cells and a note under the idea. Apply takes them, Dismiss drops them, and picking a value yourself drops that ghost. Ten rounds a day per workspace.

Owners, ETAs and statuses

• Owner is a teammate; ETA is a month. Both are for the team's planning and never shown on the board.
• Changing a status here moves the idea in the inbox and on the public roadmap, but sends no email. To tell the author and voters, change the status from the inbox.
• Select several ideas and the bar at the bottom sets status, owner or ETA for all of them, adds them to another roadmap, takes them off this one or exports them as CSV.

Sort, filter, save and share

• Click a column heading to sort by it; click again to reverse. Group by status, owner, ETA or topic from the menu above the table.
• Filter by a word, a status, an owner or a topic. Save view keeps those filters under a name; the chips above the table switch between views.
• The ⋯ beside a saved view shares it as a read-only link that needs no login, for a planning meeting or someone outside the team. Stop sharing ends it; archiving the roadmap ends it too.
• Export CSV downloads the table as it is filtered and sorted, with every factor and the score.