Prioritize your Roadmap

You've created your features for your Roadmap with our Getting Started Guide. Now, it's time to add custom data, so you can analyze your features and determine next steps. 

We will walk you through the basics of:

Add Custom Fields


Custom Fields allow you to add any data to a feature like impact ratings, development effort, links to mockups, etc... The numeric custom fields can be used in Scores. 



Get Started with Custom Fields
  • Click the gear icon to the right -> Click the "Feature Custom Fields" tab -> Click "Create Custom Field."
  • You can create a custom field that is text, multi-line text, number, timestamp or boolean.
  • To add a Custom Field to a feature, click on the feature -> Click "Edit feature" -> Enter the correct value for the Custom Field.

Segment Users, Accounts, and MRR


To use this part of the Roadmap, you will need to have data on your users and accounts in UserVoice. Learn more here.

With Segments, you can filter supporting User and Accounts to see how many of your ‘target’ users and accounts want a feature based on criteria specific to your business.


Get Started with Segments:
  • Click the gear icon to the right -> Click the "Segment" tab -> Click "Create a Segment" at the top.
  • Choose the Properties (aka filters) for your Segment. You can create filters around MRR, account names, user type etc...
  • MRR, Account and User columns will now be created for your new Segment on the Features page.

Create Scores


Scores allow you to use criteria important to your company to create a "number" for each of the features that can be used to compare features to one another. Whether you use Impact/Effort, RICE, Weighted Shortest Job First, or your own method, you can create a Score for that in UserVoice.



Get Started with Scores
  • Click the gear icon on the right -> Click the "Scores" tab -> Click "Create a new Score."
  • You will then be able to name your Score and create a formula based on your Custom Fields and Segments outlined above.
  • Once you've created your Scores, you can sort based on the values.

Common Questions


Q: Do internal teams see Custom Fields, Segments and Scores when I share my roadmap?
A: No. Custom fields, Segments and Scores will show to admins when viewing your Roadmap in UserVoice, but do not show to internal teams when you share the Roadmap with them. Would you like to see it work differently? Please, share your ideas on our forum.
 
Q: Why don’t I see accounts on my suggestions or Roadmap?
A: You will need to have passed us account data on your users to use this part of Features. It's as simple as uploading a CSV template. Learn more.

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