This guide shows you how to create, reorder, edit, and delete roadmap stages (columns) in the Userorbit Admin Panel.
Before You Begin
- You must have administrative access to the Userorbit Admin Panel.
- Familiarity with the roadmap feature in Userorbit is recommended.
Steps
- Create a New Stage — Navigate to your roadmap settings. Look for an option like "Add Stage" or "New Column". Enter a descriptive title for your stage (e.g., "Exploring", "Q1 2024"). Select an appropriate icon to visually represent the stage.
- Reorder Stages — On the roadmap settings page, locate the stages. Typically, stages can be reordered by clicking and dragging their respective handles or cards to the desired position. Release the mouse button to drop the stage in its new place.
- Edit a Stage — To change an existing stage's details, click on the stage to open its editing interface. Update the title or select a different icon as needed. Save your changes.
- Delete a Stage — Select the stage you wish to remove. Look for a "Delete" or "Remove Stage" option. Be aware that deleting a stage will typically move all associated topics or items within that stage to an "Uncategorized" or "Archive" section, or prompt you to reassign them to another existing stage. Confirm the deletion when prompted.
- Configure Common Stage Setups — Consider these popular configurations for your roadmap stages:
- Discovery to Delivery: Exploring > Planned > In Progress > Shipped
- Time-based: Now > Next > Later (for short to long-term planning)
- Quarterly Planning: Q1 > Q2 > Q3 > Q4 (for annual roadmaps)
- Feedback Loop: Ideas > Under Review > Approved > Building > Released
Verify It Worked
After performing any of the above actions, navigate back to your main roadmap view. Confirm that new stages appear, stages are in the correct order, edited stages reflect the changes, or deleted stages are no longer visible and their associated topics are handled as expected.