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How-To GuideShortcut

How to Create a Roadmap in Shortcut

Shortcut has built-in roadmapping. Here's how to build a roadmap that communicates strategy without micromanaging delivery.

Step-by-step

1

Open the Roadmap view

Navigate to your project and select the Roadmap or Timeline view. This may be available on the free tier with limited features.

2

Define your time horizon

For quarterly roadmaps: set the view to the next 3–6 months. For a Now/Next/Later roadmap, use swimlanes or groups instead of dates. Avoid committing to precise dates beyond 1 quarter.

3

Add your themes and epics

Create high-level items representing themes (e.g. "Improve onboarding") rather than individual tasks. Use custom fields for OKR alignment, team, or confidence level.

4

Set dependencies

Mark dependencies between roadmap items in Shortcut to visualise sequencing constraints.

5

Share with stakeholders

Export or share a read-only link. Shortcut supports guest access — share a view-only link with stakeholders who don't need a full account.

Pro tips

  • A roadmap is a communication tool, not a contract. Date everything with a confidence level.
  • Maintain one source-of-truth roadmap and derive different views (exec, team, customer-facing) from it.
  • Avoid using Shortcut's roadmap to track individual tasks — that's what the sprint board is for.

About Shortcut

Learning curve
Easy
Free tier
Yes
G2 score
4.3 / 5
Setup time
hours
Full Shortcut Review →Shortcut website

More Shortcut guides

How to Create a SprintHow to Set Up a BoardHow to Manage BacklogHow to Set Up Automations