Roadmap

A roadmap allows you to share your plans for your app with your users. In this guide it is recommended to use Featurebase to create and maintain your roadmap. Featurebase allows you to share your roadmap with your users. Additionally, users can upvote and comment on tickets in the roadmap. Users can also make feature requests and reports bugs which you can then add to the roadmap.

Roadmap Software

If you have followed the Setup section on the User Facing Documentation page of this guide then you should already have an account on Featurebase. If not then create an account now.

With the "Starter" plan on Featurebase, which is the plan recommended in this guide, you can create up to two separate roadmaps.

Boards

Before creating your features roadmap, we will customize the boards where users can create new tickets. To do so, click on the "Settings" icon on your Dashboard, open the "Feedback & Roadmap" accordion, select "Boards & Topography" and click on "Add board":

Set an icon and name for your board. For Epic Fantasy Forge I went with the name "Feature" and a dragon as the icon. Leave all other settings on the default values and click "Save changes":

Now create another board for your bugs:

You should now have two boards:

Roadmaps

Now that our boards are sorted out, we can proceed to creating the roadmaps. By default, you may already have a roadmap created for you by Featurebase. If not, you can create a new roadmap by clicking on the "Settings" icon on your Dashboard, opening the "Feedback & Roadmap" accordion, selecting "Roadmap" and then clicking "New roadmap":

Set the roadmap "Icon & Title". On Epic Fantasy Forge I named the roadmap "Features" and set the icon to a dragon. Finally click "Create roadmap":

Create another roadmap for your bugs:

You should now have two roadmaps:

Now edit the roadmap by opening the accordion on the the Features roadmap:

Create a filter in the "Base filters for the roadmap" section on the form. The filter should be "Board Is Feature". Finally click "Save changes":

Repeat this process for the Bugs roadmap but this time set the filter to "Board is Bug":

Now our Features roadmap should only show Feature tickets and our Bugs board should only show Bug tickets.

Tags

To better group tickets, we can use tags. We will use custom tags to mark our tickets. To create a custom tag, from your Dashboard, click on the "Settings" icon, open the "Feedback & Roadmap accordion", select "Tags" and click "New tag":

Assign a name for your tag, e.g. "Frontend" and choose a color for your tag, e.g. red:

Now repeat this process to create two more tags, "Backend" and "Infrastructure". Finally you should have three tags in total:

Tickets

To start populating your roadmap with tickets, go to your Dashboard, click on the "Roadmaps" icon, select your roadmap, e.g. "Features", and click on the "+" icon beside the "Backlog" column:

Fill in the ticket name and description. Optionally assign the ticket one or more tags. Then click "Submit Post":

Your new ticket should now appear on your roadmap:

You can drag & drop the ticket to different columns on the roadmap, depending on which state the ticket is in.

Custom Domain

We have already previously created a custom domain for our documentation on Featurebase in the Custom Domain section on the User Facing Documentation page of this guide.

Similarly we will now create a custom domain for our feedback, roadmap and changelog pages, i.e. our Featurebase web portal. To do so, on your Dashboard, click the "Settings" icon, open the "Custom Domains" accordion and select "Web Portal". Fill in the form with your desired domain or subdomain and slick "Save". For Epic Fantasy Forge I use the subdomain feedback.epicfantasyforge.com for the Featurebase web portal. After you click "Save" there should be instructions for your CNAME record create with your domain name registrar and a field "SSL Certificate Status" with the status "Pending validation":

With your domain registrar, e.g. Cloudflare, create a new DNS record to map the subdomain "feedback" to Featurebase. Use the instructions from the Featurebase page to create a CNAME record with the appropriate values. For more instructions how to create a DNS record in Cloudflare, see the Custom Domain section on the User Facing Documentation page of this guide.

After some delay, the "SSL Certificate Status" for your custom domain on Featurebase should change to the "Active" state. You can press the "Refresh" button beside the "SSL Certificate Status" to retry when it is still in the "Pending validation" state. Depending on how fast the DNS change propagates, it may take from several minutes to several hours until the "SSL Certificate Status" moves to the "Active" state.

After some delay you should be able to access your Featurebase web portal using your custom domain, e.g. feedback.epicfantasyforge.com in the case of Epic Fantasy Forge.: