Multi-Product Management

Time to read: 8 minutes

Manage separate roadmaps for different products, services, or projects.

What You'll Learn

• Creating and managing products
• Assigning items to products
• Filtering by product in admin
• Displaying product-specific roadmaps
• Product settings and customization

Understanding Products

What are Products?

Products let you maintain separate roadmaps for:

• Different apps (Mobile, Web, Desktop)
• Different services (Basic, Premium, Enterprise)
• Different projects (Version 1.0, Version 2.0)
• Different audiences (B2B, B2C)

Why Use Multiple Products?

Organization:

• Keep roadmaps separate
• Avoid confusion
• Clear focus per product

Targeting:

• Show relevant items to specific audiences
• Different priorities per product
• Custom settings per product

Scalability:

• Add products as you grow
• Manage complex portfolios
• Scale without chaos

Creating Products

Add a New Product

1. Go to Roadmap > Products
2. Find "Add New Product" form (left side)
3. Fill in details:

Name (Required)

• Product display name
• Example: "Mobile App", "Web Platform", "API"
• Shows in admin and frontend

Slug (Auto-generated)

• URL-friendly version
• Example: "mobile-app", "web-platform", "api"
• Used in shortcodes
• Edit if needed

Description (Optional)

• Brief product description
• Internal reference
• Not shown to users

4. Click Add New Product

Product is created immediately!

Product List

After creating, you'll see:

• Product name
• Number of items
• Shortcode to use
• Edit/Delete links

Editing Products

1. Find product in list
2. Click Edit
3. Modify name, slug, or description
4. Click Update

Deleting Products

Warning: Deleting a product doesn't delete items, but they become unassigned.

1. Find product in list
2. Click Delete
3. Confirm deletion
4. Items stay in database

Before deleting:

• Reassign items to another product
• Or accept items will be unassigned

Assigning Items to Products

When Creating New Item

1. Roadmap > Add New Item
2. Find Product box (right sidebar)
3. Check product(s) for this item
4. Can select multiple products
5. Click Publish

Default: Items get "Main" if none selected.

When Editing Existing Item

1. Open item for editing
2. Find Product taxonomy box
3. Check/uncheck products
4. Click Update

Bulk Assignment

Assign multiple items at once:

1. Roadmap > All Items
2. Check items to update
3. Bulk Actions > Edit
4. Click Apply
5. Find Product dropdown
6. Select product
7. Click Update

All selected items now assigned!

Multiple Products Per Item

Items can belong to multiple products:

Example:

"User Authentication" item belongs to:

• ☑ Mobile App
• ☑ Web Platform
• ☑ API

Appears on all three product roadmaps.

Use cases:

• Shared features
• Cross-product improvements
• Platform-wide updates

Managing Products in Admin

Product Filter Dropdown

Filter admin item list by product:

1. Roadmap > All Items
2. Find dropdown at top: "All Products"
3. Select specific product
4. List shows only that product's items

Use for:

• Focus on one product
• Review product roadmap
• Bulk operations per product

Product Column

See which products each item belongs to:

1. Roadmap > All Items
2. Product column shows assignments
3. Hover to see all products
4. Click to filter

If you don't see Product column:

• Click Screen Options (top right)
• Check ☑ Product

Sorting by Product

Click Product column header to sort:

• Groups items by product
• Alphabetical by product name
• Easier to review

Displaying Product Roadmaps

Basic Product Display

Show specific product roadmap:

[roadmap product="mobile-app"]

Replace mobile-app with your product slug.

How to find slug:

1. Roadmap > Products
2. See "Shortcode" column
3. Copy exact shortcode
4. Or use product slug from URL

Multiple Products on One Page

Show several products:

## Mobile App Roadmap
[roadmap product="mobile-app"]

## Web Platform Roadmap
[roadmap product="web-platform"]

## API Roadmap
[roadmap product="api"]

Each section shows different product.

Separate Pages Per Product

Best practice: Create dedicated page per product.

Mobile App page:

• URL: /mobile-app-roadmap/
• Shortcode: [roadmap product="mobile-app"]

Web Platform page:

• URL: /web-platform-roadmap/
• Shortcode: [roadmap product="web-platform"]

Benefits:

• Clean URLs
• Easy to share
• Better SEO
• Focused view

Combined Product Display

Show items from multiple products:

[roadmap product="mobile-app,web-platform"]

Comma-separated product slugs.

Use for:

• Overview page
• All products view
• Cross-product features

Product-Specific Analytics

Frontend Analytics Tab

When displaying a product roadmap, users see an Analytics tab with:

• Total items for that product
• Total votes
• Total comments
• Completion rate

Automatic: Appears when using product parameter:

[roadmap product="mobile-app"]

Backend Analytics

Filter analytics by product:

1. Roadmap > Analytics
2. Product dropdown at top
3. Select specific product
4. All charts/tables update

Shows:

• Product-specific metrics
• Votes for that product only
• Popular items in product
• Activity for product

Product Settings

Accessing Product Settings

Note: Current version uses global settings for all products. Per-product settings coming soon.

Global Settings Apply To:

• All products
• Default status
• Voting/comments enabled
• Items per page

Future: Each product will have:

• Custom default status
• Enable/disable features per product
• Product-specific colors
• Custom item labels

Best Practices

Naming Products

Do:

• Use clear, descriptive names
• Keep names short
• User-facing terminology
• Consistent naming scheme

Examples:

• ✅ "Mobile App"
• ✅ "Web Platform"
• ✅ "API v2"
• ❌ "Proj-001"
• ❌ "Internal Tool Thing"

Organizing Items

Strategy 1: By Platform

• Mobile App
• Web App
• Desktop App

Strategy 2: By Service Tier

• Free Plan
• Pro Plan
• Enterprise Plan

Strategy 3: By Version

• Version 1.0
• Version 2.0
• Version 3.0

Strategy 4: By Audience

• Customer Portal
• Admin Dashboard
• Partner API

Choose what makes sense for your business.

Product Structure

Keep it simple:

• 2-5 products is ideal
• Too many = confusing
• Too few = not useful

When to create new product:

• Distinct user base
• Different roadmap priorities
• Separate development teams
• Different release cycles

When NOT to create:

• Minor variations
• Internal categories
• Temporary projects
• Use categories instead

Common Workflows

New Product Launch

1. Create product:

• Roadmap > Products > Add New
• Name: "Mobile App v2"
• Slug: "mobile-app-v2"

2. Create initial items:

• Add 5-10 roadmap items
• Assign to new product
• Set statuses

3. Create page:

• Pages > Add New
• Title: "Mobile App v2 Roadmap"
• Add shortcode: [roadmap product="mobile-app-v2"]

4. Announce:

• Share page link
• Promote to users
• Collect votes

Migrating Items Between Products

Scenario: Move items from "Beta" to "Main" product

1. Roadmap > All Items
2. Filter by Product: "Beta"
3. Check all items to move
4. Bulk Actions > Edit
5. Product: "Main"
6. Click Update

Items now in Main product!

Sunsetting a Product

When deprecating a product:

1. Archive completed items:

• Move to "Completed"
• Add note: "Moved to [New Product]"

2. Migrate active items:

• Reassign to new product
• Update descriptions
• Inform users

3. Update page:

• Add deprecation notice
• Link to new product
• Set redirect (optional)

4. Delete product:

• Roadmap > Products
• Delete old product
• Items stay, unassigned

Product URLs and Slugs

Slug Requirements

Valid slugs:

• Lowercase letters
• Numbers
• Hyphens (-)
• No spaces

Examples:

• ✅ mobile-app
• ✅ web-platform-v2
• ✅ api-beta
• ❌ Mobile App (has spaces)
• ❌ web_platform (use hyphens, not underscores)

Finding Product Slug

Method 1: Products Page

1. Roadmap > Products
2. See "Shortcode" column
3. Slug is in: [roadmap product="SLUG"]

Method 2: Edit Product

1. Click Edit on product
2. See slug field
3. Copy exact slug

Method 3: URL

1. Edit product
2. Look at URL: ...taxonomy=roadmap_product&tag_ID=123
3. Or hover over product name

Troubleshooting

Product Not Showing

Check shortcode:

• Correct slug used?
• Typo in product name?
• Product exists?

Verify items:

• Items assigned to product?
• Items published?
• Check Roadmap > All Items

Items Not Filtering

In admin:

• Clear browser cache
• Refresh page
• Check database

On frontend:

• Clear WordPress cache
• Clear CDN cache
• Test in incognito mode

Can't Delete Product

In free version:

• Can't manage products
• Need Pro addon

In Pro:

• Check permissions
• Admin account required
• Check for conflicts

Shortcode Not Working

Common issues:

Wrong format:

❌ [roadmap product=mobile-app]
✅ [roadmap product="mobile-app"]

Wrong slug:

❌ [roadmap product="Mobile App"]
✅ [roadmap product="mobile-app"]

Missing product:

❌ [roadmap]
✅ [roadmap product="main"]

Advanced Usage

Combining Filters

Product + Status filter:

[roadmap product="mobile-app" status="in-progress"]

Product + Category filter:

[roadmap product="mobile-app" category="feature"]

Multiple products + sorting:

[roadmap product="mobile-app,web-app" orderby="votes"]

Dynamic Product Display

Use PHP to dynamically select product:

<?php
$user_product = get_user_meta(get_current_user_id(), 'preferred_product', true);
echo do_shortcode('[roadmap product="' . esc_attr($user_product) . '"]');
?>

Product-Based Permissions

Show roadmap only to specific users:

<?php
if (current_user_can('view_mobile_roadmap')) {
    echo do_shortcode('[roadmap product="mobile-app"]');
}
?>

Next Steps

• Analytics Dashboard - Track per-product metrics
• Timeline View - Visualize product roadmap
• Import/Export - Bulk manage product items

← Analytics Dashboard | Timeline View →

Updated on: 25/09/2025