Note Card

In the initial high-level planning in the Roadmap, you may not want to care about types (epics, stories etc). Instead you may create all the draft activities as notes. Notes can afterwards be converted to specific types in the detailed planning .

Notes are visible in the Storymap Tree like all other items. If they are created via the Roadmap, they are placed below themes in the “What” part. You may also create notes below epics directly in the Storymap or Outline window.

Why notes should be converted to other types?

Notes are meant to be used in the first draft planning. They are easy to delete, if you change your mind about the planning activities. Notes cannot have children in the Storymap Tree (like themes and epics), and they do not have a state. This means that you cannot set the note to e.g. “Ready” or “Done”.

In the detailed specification in Storymap or Outline windows, you will usually convert notes to epics or stories.