Export Options

Overview

Share your roadmap with stakeholders by exporting it as an image, PDF, or CSV. The interactive export dialog lets you customize your export with a live preview before downloading.

Export Formats

Format	Description	Best For
PNG	High-resolution image	Presentations, embedding in documents
PDF	Multi-page document	Printing, formal documentation, email
CSV	Spreadsheet data	Analysis, importing to other tools

Using the Export Dialog

The export dialog provides a side-by-side configuration and preview experience:

Open Export

Click the Export button in the sidebar or toolbar.

Choose Your Lens

Select how items should be grouped in the export (see Lens Options below).

Set Date Range

Choose a time period using presets or custom dates.

Filter Items

Toggle which item types and statuses to include.

Preview & Download

Review the live preview, then click Download for your preferred format.

Lens / Grouping Options

Choose how items are organized in your export, independent of your current view:

Lens	Description	Audience
Product Area	Group by team/area ownership	Team leads, sprint planning
Strategic Priority	Group by priority alignment	Executives, strategy reviews
Goal	Group by objectives	OKR reviews, goal tracking
Status	Group by completion status	Project managers, standups
Type	Group by item type	Backlog reviews
Hierarchy	Show parent-child relationships	Technical documentation

Use different lenses to create targeted exports for different audiences—an “Executive Summary” using Priority grouping vs. a “Team Backlog” using Status grouping.

Date Range Options

Filter items by time period:

Preset	Description
Current Quarter	Items in the current calendar quarter
Next 3 Months	Items starting in the next 90 days
All Time	All items regardless of dates
Custom Range	Pick specific start and end dates

Item Filtering

Control which items appear in your export:

By Item Type

Toggle visibility for each type:

Initiatives
Epics
Stories
Tasks
Bugs

By Status

Show or hide items based on their status.

Filtering lets you create focused exports—for example, showing only Initiatives and Epics for executive summaries.

Live Preview

The export dialog shows a real-time preview of your export:

Instant updates: Changes to lens, date range, or filters immediately reflect in the preview
Scrollable: Navigate large roadmaps within the preview panel
Accurate representation: What you see is exactly what you’ll download

Export Views

Timeline Export

Gantt-style layout showing:

Items positioned on timeline
Grouped by your selected lens
Swimlanes with color coding
Date headers and gridlines

List Export

Table-based layout showing:

Hierarchical item structure
All item details (name, type, dates, status)
Grouped by product area

CSV Export

Spreadsheet export including:

All item properties
Parent relationships
Dates, status, and assignments
Ready for further analysis or import

Export Quality

Exports are generated at high resolution:

2x scale for crisp images on retina displays
Automatic orientation (landscape/portrait) based on content
Full data fidelity - items render from source data, not just visible items

Best Practices

Match Lens to Audience

Use Strategic Priority for executives, Product Area for team leads, Status for project managers.

Focus with Filters

Hide Tasks and Bugs for high-level presentations. Show all types for detailed planning docs.

Use Date Presets

Quick presets like “Current Quarter” save time and ensure consistency.

Preview Before Download

Always review the preview to catch any issues before generating the final export.

CSV for Data Work

Use CSV export when you need to analyze data in spreadsheets or import to other tools.

Share Links

Create live, shareable roadmap links.

Timeline View

Learn about the timeline view.

Views

Managing Items

Organization