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  1. Product Roadmap Tool
  2. Get started
Get started

Get Product Roadmap Tool running in four steps.

Configure a first project and rehearse how your team works.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Product Roadmap Tool. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Product Roadmap Tool in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started to open Product Roadmap Tool. Use Proto to configure access for the people who will own, update and review the first project.

Prepare the first operating cycle

Choose an organization and project owner. Enter the project dates and budget, then add work packages, tasks and a milestone. Assign team members and check their weekly capacity against planned effort. Include an issue and a risk so the team can rehearse exception handling. Decide when task status and time entries will be updated.

Review before release

Walk through a task from Backlog to Done, an Open issue through triage, and a Submitted time entry through approval. Inspect the decision and operation receipt. Have a Reviewer record a delivery decision, then confirm the project owner can find the related work and evidence. Agree who handles blocked work and missed milestones before adding more projects.

Set up Product Roadmap Tool your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started