Managing Topics

How to Manage Roadmap Topics

This guide shows you how to create, manage, and publish roadmap topics effectively within the Userorbit Admin Panel.

Before You Begin

  • Ensure you have access to the Userorbit Admin Panel.
  • Familiarize yourself with your product's roadmap stages.

Steps

  1. Create a New Roadmap Topic

    To add a new topic to your roadmap:

    • Navigate to the Roadmap section in the Userorbit Admin Panel.
    • Click on the "Add New Topic" button or a similar prompt.
    • Enter a Title: Provide a clear and concise title for your topic.
    • Add a Description: Briefly explain the purpose or scope of the topic.
    • Select a Stage: Choose the appropriate stage (e.g., "Discovery," "In Progress," "Launched") for the topic's initial placement.
    • Click "Save" or "Create Topic".
  2. Move Topics Between Stages

    You can reorganize topics on your roadmap using two methods:

    • Drag-and-Drop: Click and hold a topic card, then drag it to the desired stage column and release.
    • Edit Topic: Open the topic's details, locate the "Stage" field, and select a new stage from the dropdown menu, then save your changes.
  3. Add Rich Content to a Topic

    Enhance your roadmap topics with detailed information and calls to action:

    • Open the specific topic you wish to edit.
    • Description: Utilize the rich text editor to add detailed explanations, context, and formatting.
    • CTA Links: Add call-to-action (CTA) links that direct users to relevant resources, feedback forms, or documentation.
    • Save your changes after adding content.
  4. Add Collaborators to a Topic

    Involve team members in topic management:

    • While viewing a topic's details, look for a "Collaborators" or "Team" section.
    • Search for and select team members to add them as collaborators. This typically grants them editing or viewing permissions for that specific topic.
    • Save the topic to apply collaborator changes.
  5. Publish vs. Keep in Draft

    Control the visibility of your roadmap topics:

    • Draft: When creating or editing a topic, ensure its status is set to "Draft" if you are not ready for it to be publicly visible. Draft topics are typically only visible to internal team members.
    • Publish: Once a topic is ready for broader audience viewing, change its status to "Published." This makes the topic visible according to its public/private settings.
  6. Manage Topic Visibility (Public vs. Private)

    Determine who can see your roadmap topics:

    • Within the topic's settings or details, find the "Visibility" option.
    • Public: Select "Public" to make the topic visible to all users who have access to your public roadmap.
    • Private: Select "Private" to restrict visibility, usually only to internal team members or specific user groups.
    • Save your changes to update the visibility setting.

Verify It Worked

After performing any of the above actions, navigate to your roadmap view or the specific topic's detail page to confirm that the title, description, stage, content, collaborators, and visibility settings have been updated as expected. If managing visibility, check both internal and, if applicable, public views to ensure the topic appears or is hidden correctly.

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