productplan-pm

ProductPlan for Product Managers

Complete toolkit for day-to-day product management in ProductPlan.

The ID Chain Pattern

ProductPlan tools require IDs. Always list first, then drill down:

list_roadmaps → roadmap_id → get_roadmap_bars → bar_id → get_bar
list_objectives → objective_id → get_objective → key_result data
list_ideas → idea_id → get_idea → customer/tag data

Roadmap Management

View your roadmap

1. Call list_roadmaps to get roadmap IDs
2. Call get_roadmap_complete with roadmap_id for all data in one call
   • Returns bars, lanes, and milestones together
   • Faster than separate calls

Add a new feature

1. Get roadmap_id from list_roadmaps
2. Get lane_id from get_roadmap_lanes (pick the category)
3. Call manage_bar with:
   • action="create"
   • roadmap_id, lane_id
   • name, start_date, end_date (YYYY-MM-DD)

Reschedule a feature

1. Get bar_id from get_roadmap_bars
2. Call manage_bar with action="update", bar_id, new start_date and end_date

Move feature to different lane

1. Get bar_id from get_roadmap_bars
2. Get target lane_id from get_roadmap_lanes
3. Call manage_bar with action="update", bar_id, lane_id

Create feature dependencies

1. Get both bar IDs from get_roadmap_bars
2. Call manage_bar_connection with action="create", bar_id (source), target_bar_id

Add comments to features

1. Get bar_id from get_roadmap_bars
2. Call manage_bar_comment with action="create", bar_id, content

Link external resources

Call manage_bar_link with action="create", bar_id, url, title

Manage lanes

• Create: manage_lane with action="create", roadmap_id, name, color
• Reorder: manage_lane with action="update", lane_id, position
• Delete: manage_lane with action="delete", lane_id

Add milestones

Call manage_milestone with action="create", roadmap_id, name, date

OKR Workflows

Review quarterly objectives

1. Call list_objectives to see all objectives with progress percentages
2. For details, call get_objective with objective_id