Mainflow offers an excellent feature called Roadmap, which allows you to create a roadmap for your products and services on your website’s front end. This enables users to view your future plans and share their ideas with you. The roadmap will be displayed on your site’s front end for easy access and interaction.
In this article, we will guide you through the steps to create and utilize the Roadmap feature using Mainflow.
Enable the Mainflow Roadmap Addon #
To enable the Roadmap feature in Mainflow, go to the Mainflow Dashboard. Click on the Settings button in the navbar, then select the Feature and Module tab from the left sidebar.
In the Recommended Plugins and Addon section, you will see the Mainflow Roadmap addon. Click the Install Mainflow Roadmap button to install the addon. This is a one-click installation, so after clicking the button, the Mainflow Roadmap addon will be installed automatically.
Create Roadmap Board #
To create a Roadmap Board, go to Mainflow and click on Boards from the navbar, then select the Add Board button.
After clicking on the button, a pop-up will appear from the right side. Enter a Title and Description for your Roadmap board. Then, select the board type Roadmap by checking the Type Roadmap checkbox.
You will now see the stage names for your Roadmap Board. You can change the stage names here by clicking on them. After customizing your stages, click on the Save button to finalize and create your Roadmap board.
You’ll be redirected to your Roadmap Board, where you can add tasks, manage assignees, and handle other task-related settings similar to the standard boards settings.
At the top of each stage, you will see a button indicating if the board is Public or Admin. To keep a stage public, no changes are needed. To make a stage admin-only, click on the settings icon at the top of the stage, then select Make This Stage Admin Only from the stage settings.
Mainflow Roadmap Settings #
Mainflow provides various settings for your Roadmap. To access them, go to the Mainflow Settings from the navbar, then click on the Roadmap option in the left sidebar.
Here are the available settings:
- User need to be logged in to submit a new idea: Requires users to log in before adding an idea.
- User need to be logged in to add a comment: Requires users to log in before commenting.
- User need to be logged in to vote for an idea: Requires users to log in before voting.
In the Require Auth Content section, you can customize the message displayed to users who need to log in to interact with the Roadmap.
After configuring these settings, click the Save Settings button to apply the changes to your Roadmap Boards.
Mainflow Roadmap Frontend View #
To display your Roadmap Boards on the frontend, navigate to the specific board you wish to add. Click on the three-dot button located at the top of your board to open the Board Menu. Next, select About This Board from the menu options.
In the Board Info section, locate the Select Page dropdown field to choose a page where your Roadmap will appear. Afterward, you’ll find a shortcode for embedding your Roadmap on the frontend. Below, there’s a button to navigate directly to the selected page for adding your Roadmap.
Navigate to the desired page where you want to embed your Roadmap and add a Shortcode block from the Gutenberg Blocks. Paste the copied Shortcode from the Board Info into the block. Finally, click the Update button to save your changes.
Now, when you preview your Roadmap Board on the frontend of your website, it will be displayed like this.
This is how you can create and utilize a Roadmap for your site using Mainflow. If you have any more questions, feel free to reach out to us.