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Info & Access

Overview​

Configure basic roadmap details, access levels, and visibility settings.

Controls who can view or edit the roadmap, how work items are handled, and what information is visible to users.

Info & Access - Roadmap Settings

Name / Description​

  • Roadmap Name: Name the roadmap (only editable by owner / searchable in Roadmap Directory)
  • Roadmap Description: Description of the roadmap (only editable by owner / searchable in Roadmap Directory)

Access​

  • Access: Roadmap access is set to private by default.
    • Public: Anyone in the organization can view, edit or copy it.
    • Private: Only the roadmap creator can view it. Not visible to anyone else in the organization.
    • Locked: Visible to others in the organization, but only the creator can edit or copy it.

Working with bugs​

  • Bugs are managed with requirements: Bugs are treated like backlog items (requirements).
  • Bugs are managed with tasks: Bugs are treated like tasks rather than backlog-level items.
  • Bugs are not managed on backlogs and boards: Bugs are excluded from all backlog/board views

Notifications and Warnings​

  • Suppress Warnings: Hide warnings from displaying at the top of the current Roadmap.

Optimize queries for large Roadmaps​

Enable Run a separate query for each selected item to improve performance for large datasets. This option runs smaller queries for each selected item instead of a single large query.

When enabled, a loading bar displays progress along with the number of items loaded.

Use this option when selected work items contain a large number of child items (in the thousands).

Save / Save As​

  • Save: Save changes to the current roadmap and close settings.
  • Save As: Create a new roadmap by copying the current roadmap, including its views and unsaved settings. The original roadmap remains unchanged.