Your first 10 minutes

A step-by-step guide to a useful Roadmap OS workspace in 10 minutes.

Step 1: Create your workspace (60 seconds)

1. Sign up at app.roadmapos.com/signup
2. Confirm your email
3. The onboarding wizard asks for:

• Workspace name (your team or company name)
• Logo (optional — can upload later)
• Primary use case (Roadmap, Capacity, or Both)

You'll land on the Dashboard.

Step 2: Add your first 3 initiatives (3 minutes)

Click Roadmap in the top nav.

1. Press N (or click "+ Add initiative")
2. Enter a name — your most important Q-current bet
3. Set owner, priority, date range
4. Save with Enter

Repeat for two more initiatives. Don't aim for perfect — you'll iterate.

Tip: sections survive sorting in Roadmap OS. If you create section headers (e.g., "Mobile" / "Core" / "Growth"), you can sort initiatives by priority or owner without losing the section structure.

Step 3: Toggle Gantt ↔ Kanban (30 seconds)

In the Roadmap module, the top-right toggle switches between:

• Timeline — Gantt view with date ranges and the today line
• Kanban — status-column board for flow visibility

Same data, two views. Different audiences want different views.

Step 4: Invite your team (2 minutes)

Click your avatar (top-right) → Settings → Team.

• Add team-member emails
• Roles: Admin / Editor / Viewer
• They get a magic-link email — no separate signup

Tip: total-team pricing means there's no per-seat cost. Invite stakeholders, sales, customer success — engagement compounds.

Step 5: Connect Jira (or your delivery tool) — 2 minutes

Settings → Integrations → Jira → Connect

OAuth flow takes 30 seconds. Existing Jira epics auto-import as initiatives. Future Jira issue updates flow back as initiative status updates.

Don't have Jira? GitHub, Slack, Asana, and Linear are also supported. Setup is the same pattern.

Step 6: Set up CapacityIQ (2 minutes)

Click CapacityIQ → Teams & People → Add team member.

• Enter team-member name + weekly capacity (default 40h)
• Optional: avatar, role, time zone
• Add 3-5 members to start

Now when you go back to Roadmap and add an initiative, the capacity sidebar shows availability for the date range.

You're done

In 10 minutes you have:

• A workspace with 3 initiatives
• Gantt + Kanban views
• Your team invited
• Jira sync (if applicable)
• Capacity tracking

Next steps

• Roadmap OS concepts — Initiative vs Plan vs Task
• Migrate from Notion if you have an existing roadmap database
• Pick a prioritization framework to score what matters most

Stuck?

The help widget bottom-right of the app has search across all docs. Or email sabelo@roadmapos.com — same-day reply.