A plan is your project breakdown — tasks, dependencies, timelines for delivering one initiative.

Three ways to create a plan

1. From scratch

Plans → + New Plan → Start blank

Useful when no template fits. You'll get an empty WBS structure to fill in.

2. From a template (recommended for most cases)

Plans → + New Plan → Browse Templates

Roadmap OS ships with 200+ task templates across 10 categories:

Product Launch (SaaS, Mobile, Hardware)
Hardware Certification
Pricing Change
Open Source Migration
Mobile Release
Compliance / Audit
API Migration
Security Incident Response
Onboarding Redesign
and more

Pick the closest match → click Use Template. The plan is prefilled with 20-50 tasks, suggested owners, dependencies, and time estimates. Modify what doesn't fit your case.

3. From an initiative

Roadmap → click an initiative → ⋮ menu → Create plan from this

Auto-creates a linked plan with the initiative's name, dates, and section. The plan starts empty; fill in tasks.

Required fields

Plan name — what's being delivered
Owner — single accountable person (the project manager / lead PM)
Date range — start and end (auto-set if you create from an initiative)

Recommended fields

Linked initiative (if not auto-linked) — keeps roadmap status in sync
Description — context for the team
Watchers — team members who get notified of changes

Add tasks

Inside the plan:

Press Enter at any line to add a sibling task
Press Tab to indent (make a subtask)
Press Shift+Tab to outdent
Drag to reorder

Tasks have:

Name
Owner
Status (To-Do / In Progress / Blocked / Done)
Due date
Estimated hours
Dependencies (predecessor → successor)

Bulk import

Already have a task list in a spreadsheet? Paste it directly into the plan — Roadmap OS detects and creates tasks. One row per line; tab-indentation creates subtasks.

Toggle views

Plans support four views (top-right view switcher):

List — flat or hierarchical table; best for bulk editing
Timeline — Gantt-style for visualizing the date range
Gantt — same as Timeline but with predecessor/successor dependency lines drawn
Kanban — status columns; best when running the plan like a sprint

Share the plan

Plans → ⋮ menu → Share

Three sharing modes:

View only link (no signup needed for viewers)
Comment access (viewers can leave comments, not edit)
Edit access (full collaborator)

Share links are safe to send to external stakeholders or contractors — they don't give access to your other plans or roadmap.

Save as template

If you've built a plan that should be reusable:

⋮ menu → Save as template → Make available to my team / Make public

Custom templates appear in the template browser for everyone in your workspace.

Creating a plan