Collaborate on a free-form roadmap with stakeholders

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：2分

    • Add comments and attachments to a free-form roadmap for other users of your organization can review and share their feedback. Collaborate and ensure that your roadmap aligns with your company's priorities.

    始める前に

    Role required: sn_align_core.apw_user or sn_roadmap_plng.roadmap_editor

    このタスクについて

    Using the Comments side panel, add attachments or notes at the roadmap-level or the planning item-level.

    手順

    1. Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning > Free-form Roadmaps
    2. Select a roadmap to collaborate on.
    3. Select the appropriate tab at the roadmap-level or planning item-level.
      ChoiceAction
      Roadmap-level

      From the roadmap header, select the Comments icon (Comments icon.)
      Planning item-level
      1. Select a planning item to open its details in the side panel.
      2. Open the Comments or the Attachments tab.
    4. Add attachments or worknotes.
      ChoiceAction
      Attachments

      In the Attachments tab, select Browse and upload a file.
      Comments

      In the Comments tab, add notes or comments and select Post Worknotes.

      If you want to address your comments to a user, @-mention their name in the comment directly.