Can I use Visor’s release roadmap Smart Templates for free?

Yes, upon registering you will have a 14-day free trial of Visor’s Team plan, giving you access to all of Visor’s premium features. After this trial period you can choose to select a Team or Starter plan, or continue on the Visor Free plan.

How do I access AI-powered Smart Templates in Visor?

When you first log in to Visor, after entering your email address and how you want to use Visor, you will see a screen that asks, “What is this workbook for?” On this screen, there is a “Use Smart Template” button. 

If you already have a Visor account, simply click New Workbook from within an existing workbook or Create a new workbook from the workbook list screen. Then when you’re asked “What is this workbook for?” click the “Use Smart Template” button.

Can I import projects from Jira, Asana, and other apps into Visor to create release roadmaps?

Yes, Visor has bi-directional integrations with Jira, Asana, Salesforce, and other apps. You can connect these apps to Visor to import your data – including multiple projects – to create crystal clear release roadmaps.

The roadmaps, boards, dashboards, and charts that you create in Visor stay perfectly in sync with the data in your apps:

• Visor preserves your projects’ structure, hierarchy, and data quality
• Projects can easily be grouped into portfolios, or filtered in and out of your templates
• Your visualizations stay in sync with any changes made in your apps
• You can “push” updates back into your apps from Visor
• You can also combine multiple projects from different apps into single portfolio views

This means you can overcome the limitations of your team’s project management apps, without having to change systems, manually keep data updated, or undergoing an extortionate license upgrade for your whole team.

Can I import and view multiple Jira or Asana projects in a single release roadmap in Visor

Yes, you can easily import multiple projects from Jira and Asana, and view them together in well-organized release roadmaps and other visualizations.

This enables you to get a big-picture, high-level view of all your projects in one place. When you use Visor’s project portfolio management features, you unlock planning, tracking, and reporting capabilities that would usually only be available with an enterprise-level ppm tool.

This transforms your project management abilities, enabling you to:

• Balance resources across projects
• Plan more effectively
• Ensure high-performance across all your projects
• Share crystal clear, real-time multi-project roadmaps, dashboards , and other visualizations with your key stakeholders

Can I schedule my release roadmap in Visor using sprints?

Yes, in Visor you can easily represent and plan your release roadmap in sprint increments. Simply open up your release roadmap, click on the “More” button, then select “Zoom” and choose from one of the sprint-based time increments.

What time increments or “zoom” levels can I use in release roadmaps in Visor?

In Visor you can easily select from and modify the time increments used on your release roadmap. This can be especially useful when you need one longer-term roadmap to share with your CEO or director, and a shorter-term version to plan in more detail with your team.

Here are some of the time increments you can choose from to plan and view your release roadmaps in Visor?

• Years & Months
• Sprints & Days
• Weeks & Days
• Months & Days
• Months & Weeks
• Quarters & Weeks
• Quarters & Months

Can I visualize links between Jira Issues in a release roadmap I create in Visor?

Yes, issue links in the Jira projects you import into release roadmaps (and other Gantt-based views in Visor) will be displayed automatically. Using a simple drop-down filter you can choose to show or hide all, or specific types of Jira issue links.

You can also visualize links between issues in different Jira projects, giving you a powerful new capability to show the relationships between work across multiple projects and portfolios of projects.

Nesting

Yes, release roadmaps that you create in Visor have complete, and flexible task-nesting support.

You can easily nest tasks in your roadmap underneath each other to create parent-child relationships and multi-level task hierarchies.

Nesting tasks in project roadmaps in Visor is easy, comprehensive, and flexible. You can nest records below another record using:

• Drag-and-drop
• Keyboard shortcuts
• The record settings drop-down menu

If you import projects from apps like Jira, Asana, or Salesforce, Visor can maintain your nesting in full, so you don’t need to waste time re-nesting your project data.

You can also choose to ignore nesting from your apps, to create totally new nesting orders and hierarchies.

Can I add milestones to release roadmaps in Visor?

Yes, you can categorize any task, event, or other important moment in your release roadmap in Visor. Simply select the “Display As” field on the task or other record type and select “milestone”, it’s that simple. To learn more about how to do this, read our article on Gantt chart milestones

Can I create views in Visor that show milestones across multiple releases or projects?

Yes, Visor is a great tool to visualize multiple releases, or projects, and their milestones in a single view.

You can choose to just display milestones, or also show major tasks (such as epics), or even subtasks too. You can create multiple views that show different levels of information to fit the needs of different stakeholders and teams. For example, your CEO might only need to see your milestones, whereas a team member may need to see all the tasks they are responsible for.

Can I set tasks from other apps (like Jira) as milestones in Visor visualizations?

Yes, you can set and display tasks, parent tasks, subtasks, and other record types that are imported into Visor from apps like Jira, Asana, and Salesforce, as milestones in Visor. This is especially useful for Jira users because you cannot create milestones natively in Jira.

Can I add custom color-coding in release roadmaps in Visor?

Yes, you can color code bars, Kanban board cards, milestones, and cells in Visor roadmaps, giving you complete flexibility to use color theory to enhance your projects.

Here are some examples of the color-coding people use in Visor release roadmaps and other visualizations:

• Different colors for different teams
• Different colors for assignees
• Status (for example red for late, blue for not-started, green for complete)
• Priority (for example, red to light-yellow for highest to lowest priority)
• Spectrums of colors (such as light to dark green) to show the percentage of work left in each task

How you choose to color-code your milestones and other aspects of your project visualizations is your choice, but we also have presets you can apply in a single click to save yourself time. If you want to go custom, you’ll find customizing any aspect of your release roadmap in Visor is quick and easy. and fully-customizable.

Can I create varied versions of my release roadmap for different stakeholders or purposes?

Yes, you can use Visor’s Smart Template functionality to quickly generate different groups of views of your projects and portfolios that are best suited to different stakeholders or groups.

Simply click the New Workbook button in your Visor workspace. Then on the “What’s this workbook for?” screen, open the “Add details” box to give the AI more precise instructions on the kind of visualizations you need it to create, such as who your audience is and what level of detail, or types of information you want them to see.

How can I share or export the visualizations I create using the release roadmap template?

You can share the visualizations you create in Visor in a number of ways. Firstly to give your stakeholders, teams, or clients views of your project that stay up to date with real-time data you can:

• Create multi use sharing links
• Invite people by adding their email to the workspace

In both cases you can control what permission levels users have, and which workspaces they have access to, enabling you to share in full confidence without compromising the experience for your colleagues, clients or other stakeholders.

You can also export your visualizations as CSV or PDF files.

Our recommendation is to use the real-time sharing option, as it keeps all your stakeholders up-to-date at all times, without placing a burden on you or your team to keep creating updated versions of your visualizations.

What other templates can I access in Visor?

Using Visor you can access a wide range of AI-powered Smart Templates in addition to the our release roadmap templates.

Examples of other templates you can find in Visor include:

• Project and task trackers
• Capacity and resource allocation
• Project timelines
• Project Gantt charts
• Project Kanban board views
• Project portfolio views

Visor’s Smart Templates use AI that has learned from thousands of human-created views and charts, giving it the ability to create the precise template you need, whenever you need it. It is a treasure-trove for any project manager or program manager that needs better visualizations of their projects and portfolios of projects more quickly.

Visor is always on hand to help whenever you need a new way to view, present, analyze or share your project or project portfolio data.

Find more templates in our template library or tell the AI what you need in Visor – try Visor for free.