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Overview

Keep your roadmap up to date by editing item properties, adjusting dates, and managing relationships.

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Opening Item Details

Access an item’s editable properties by:
  • Single click on any item in any view
  • Right-click and select Edit
  • Keyboard shortcut: Select item and press Enter
Edit Item Panel

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Editable Properties

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Basic Information

FieldDescription
NameItem title - click to edit inline
DescriptionFull description, supports rich text
TypeChange item type (Initiative, Epic, etc.)

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Dates

FieldDescription
Start DateWhen work begins
End DateTarget completion date
On the Timeline View, drag item edges to quickly adjust dates visually.

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Organization

FieldDescription
Product AreaAssign to a product area
ParentSet or change parent item
Strategic PriorityLink to a priority
GoalAssociate with a goal

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Inline Editing

Some views support quick inline editing:

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Timeline View

  • Drag to move: Click and drag an item to change its date range
  • Drag edges: Resize items to adjust start/end dates
  • Double-click: Quick edit item name

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List View

  • Click cell: Edit values directly in list columns
  • Tab: Move between fields
  • Enter: Save changes

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Kanban View

  • Drag cards: Move between columns to change status

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Bulk Editing

Edit multiple items at once:
1

Select Multiple Items

Hold Cmd (Mac) or Ctrl (Windows) and click items to select.
2

Open Bulk Edit

Click the Edit Selected button in the toolbar.
3

Apply Changes

Modify properties that should apply to all selected items.
Bulk Edit

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Duplicating Items

Create a copy of an existing item:
  1. Right-click on the item
  2. Select Duplicate
  3. A copy is created with “(Copy)” appended to the name
Duplicating an item does not copy its children. Only the selected item is duplicated.

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Deleting Items

Remove items you no longer need:

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Single Item

  1. Right-click on the item
  2. Select Delete
  3. Confirm the deletion

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Multiple Items

  1. Select multiple items
  2. Press Delete or click Delete Selected
  3. Confirm the deletion
Deleting a parent item will orphan its children (they become top-level items). To delete the entire hierarchy, delete children first or select all items to delete.

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Undo/Redo

Made a mistake? Use undo to revert changes:
  • Undo: Cmd + Z (Mac) or Ctrl + Z (Windows)
  • Redo: Cmd + Shift + Z (Mac) or Ctrl + Shift + Z (Windows)

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Change History

Track changes made to items:
  1. Open the item detail panel
  2. Click the History tab
  3. View a log of all changes with timestamps
Change History

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Best Practices

Regularly review and update item dates and statuses to maintain an accurate roadmap.
Add detailed descriptions to items for context, especially for initiatives and epics.
Check for children and dependencies before deleting items to avoid unintended data loss.

Creating Items

Add new items to your roadmap.

Item Hierarchy

Manage parent-child relationships.