---
title: Getting Started
slug: ZEV6-getting-started
icon: {"lucideIcon":"FlagTriangleRight"}
docTags: 
createdAt: 2025-05-01T14:55:25.475Z
---

## Introduction & Purpose



## Key Terms Explained

Understanding these terms is crucial for using the Roadmaps feature effectively:

- **Roadmap:** The highest-level container. Think of it as a strategic plan or theme (e.g., "Q3 Infrastructure Upgrade", "Cloud Migration Strategy"). You can have multiple Roadmaps.
- **Initiative:** A significant piece of work or project within a Roadmap (e.g., "Server Refresh", "Data Center Consolidation"). A Roadmap can contain multiple Initiatives. Each Initiative has details like name, description, status, owner, schedule (start/target dates), associated costs, and can contain Tasks.
- **Milestone:** A distinct, significant point in time or achievement within a Roadmap, marked by a target date. Milestones are standalone entities and do not contain tasks. They have details like name, description, status, owner, and schedule (target date).
- **Task:** A specific action item or step required to complete an Initiative (e.g., "Order new servers", "Configure firewall rules"). An Initiative can contain multiple Tasks. Tasks have details like name, schedule (start/end dates), and status. Tasks can be newly created or existing recommendations imported from assessments, cloud, and more.

**Hierarchy:** Customer > Roadmap > (Initiative OR Milestone). Initiatives can contain Tasks.

## Functionality Overview

The Roadmaps feature enables you to:

- Create multiple custom Roadmaps.
- Create Initiatives within each Roadmap, specifying details like name (required), description, owner, status, schedule (start/target dates), associated costs, and "SHI is helping" toggle.
- Create Milestones within each Roadmap, specifying details like name (required), description, owner, status, schedule (target date), and "SHI is helping" toggle. Milestones do not have tasks.
- Add specific Tasks to Initiatives:
  - Create new tasks with details like name and schedule (start/end dates).
  - Add existing tasks by importing recommendations from completed assessments (e.g., Security Posture Review, Azure Cloud Recommendations).
- View Initiatives and Milestones in a filterable grid format (e.g., In Progress, Upcoming, Completed).
- Visualize Initiatives, Milestones, and their Tasks on an interactive timeline using the Gantt chart view (double-click to edit, hover for tooltips, color-coded legend).
- Edit the details of existing Initiatives and Milestones.
- Delete Initiatives and Milestones.
- Manage Tasks within an Initiative: view, edit details, set status (Doing, Done, Planning), delete, reorder, and navigate to linked recommendation details.

## Using Roadmaps (Step-by-Step Guide)

### 1. Accessing Roadmaps

- Navigate to the **Roadmaps** section using the left-hand sidebar menu.



![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/K0xtOLUQl50k_hYTRfF7G_image.png)

### 2. Creating Your First Roadmap

- If no roadmaps exist, the landing page will be empty, showing only a "New Roadmap" button.
- Click the **New Roadmap** button.



![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/6rfkp2Z2l6PjqjimZXmjZ_image.png)

- A modal window will appear. Enter a descriptive **Name** for your roadmap.
- Click the button to confirm (e.g., "Create" or "Save").
- An empty roadmap with the name you provided will be created and displayed on the landing page. Select this newly named roadmap to enter the detail view.

### 3. Understanding the Roadmap Detail View

- When you select a roadmap from the landing page list, you enter the **Roadmap Detail View**.



![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/VVVVbM55iPMFlxv587QH9_image.png)

- You will see two main tabs: **Initiative** and **Gantt**.
- **Note:** The **Gantt** tab will be disabled or unavailable until at least one Initiative has been created for this roadmap.

### 4. Creating a New Initiative or Milestone

- Ensure you are on the **Initiative** tab within the Roadmap Detail View.
- If no initiatives exist yet, the grid view under each filter (All, Completed, Upcoming) will display the message "Sorry, no items matching your criteria were in the report



![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/ZJFdzzlp3vwGDjN-s6LSP_image.png)



- Select either **New Initiative** or **New Milestone** from the dropdown.
- A modal window specific to your selection will open.

  ![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/URMOgHqxJ6Bj7GauBhcWr_image.png)



### Creating a New Initiative

- If you selected "New Initiative", a modal will appear to capture initiative details.
   
- Fill in the fields:
  - **Name:** (Required) A clear title for the initiative.
  - **Description:** (Optional) More details about the initiative's goals.
  - **Owner:** (Optional) The person or team responsible.
  - **Status:** (Optional) The current status of the initiative.
  - **SHI is helping:** (Optional) Toggle if SHI is assisting.
  - **Schedule:** (Optional) Provide both a **Start Date** and a **Target Date**.
  - **Notes:** (Optional) Any relevant notes.
  - **Costs:** (Optional) Enter estimated costs under the relevant categories (Services, Hardware & infrastructure, Software licensing, Support and maintenance).

- You can optionally add tasks at this stage (see Step 5) or save the initiative and add tasks later.
- You can optionally add Assets at this stage.
  - Assets can be bulk-added, grouped by Contract or Location.
- Click the **Save** button at the bottom of the modal.
- The newly created initiative will now appear in the grid view on the **Initiative** tab.

### Creating a New Milestone

- If you selected "New Milestone", a modal will appear to capture milestone details.

  ![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/UuMgEDilzpI4TJfj-Be9V_image.png)
- Fill in the fields:
  - **Name:** (Required) A clear title for the milestone.
  - **Description:** (Optional) More details about the milestone's significance.
  - **Owner:** (Optional) The person or team responsible.
  - **Status:** (Optional) The current status of the milestone.
  - **SHI is helping:** (Optional) Toggle if SHI is assisting.
  - **Schedule:** (Optional) Provide a **Target Date**.
  - **Notes:** (Optional) Any relevant notes.
- Milestones do not have tasks or costs associated directly within their creation modal.
- Click the **Save** button at the bottom of the modal.
- The newly created milestone will now appear in the grid view on the **Initiative** tab.

### 5. Adding Tasks to an Initiative

- Tasks can only be added to **Initiatives**, either during creation or by editing an existing one (see Step 7). Milestones do not have tasks.
- Within the "New Initiative" modal or the Initiative edit drawer, click the **Add Task** button. This button now has a dropdown with two options: "Add New Task" and "Add Existing Task".

  ![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/XrqsNC1YOl-fdO3P6UlZq_untitled707.png)

### Adding a New Task

- Select **Add New Task** from the dropdown.
- A modal for creating a new task will appear.

  ![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/OFnGIZD79Ofh8ibFjz54a_image.png)
- For each new task, provide:
  - **Task Name:** A description of the task.
  - **Schedule:** Provide both a **Start Date** and **End Date**. .
- Click the button to save the task (e.g., "Add Task", "Save"). Repeat for all necessary new tasks for this initiative.
- Close the task modal when finished.

### Adding an Existing Task (from Recommendations)

- Select **Add Existing Task** from the dropdown.
- A modal will open, allowing you to add existing tasks, primarily by importing recommendations from completed Assessments.

  ![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/TeCF_q_3d5qsXfZvbWVX9_image.png)
- You can browse or search for recommendations from sources like "ASSESSMENTS (e.g., Security Posture Review)" or "AZURE RECOMMENDATIONS".
- Select the recommendations you want to add as tasks.
- Click the "Add" button.
- These imported recommendations will appear as tasks under the initiative.
- **Display of Imported Recommendation Tasks:** These tasks have a distinct display:
  - They show the **title of the recommendation**.
  - A small **icon** next to the title.
  - An **arrow icon and a link** are present, directing users back to the specific assessment or source from which the recommendation originates.

    ![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/c3I-_vZ-KQo27azf5ydTw_untitled708.png)

### 6. Viewing Initiatives (Grid Filters)

- On the **Initiative** tab in the Roadmap Detail View, you'll see the grid displaying your initiatives and milestones.
- The grid shows columns like: Name, Status, Owner, Schedule, and Cost (for initiatives).
   
- Above the grid, there are filter pills to sort the displayed items, for example:

  - **In Progress** (green)
  - **Upcoming** (pink)
  - **Completed** (blue)

  ![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/2LrLV0x8MQubtV2iif-lU_image.png)
- Click these pills to filter the items displayed in the grid based on their status.

### 7. Editing an Initiative

- From the **Initiative** tab grid view, click on the initiative you wish to edit



![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/cD5n_tgJoALIJFfqHvuBF_image.png)

- A drawer view will slide open, displaying the full details of the selected initiative.



![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/ZXtIPFz6-U3qjokeL7m-0_image.png)

- Modify any fields as needed (Name, Description, Owner, Schedule, Costs).
- Click the **Save** button within the drawer to apply your changes.

### 8. Deleting an Initiative

- Open the initiative's detail drawer view as described in Step 7.
- Locate the **Delete** button or icon within the drawer.



![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/Wn86bgc7IT8h4Tuv1P0X__image.png)

- Click the **Delete** button. You may be asked to confirm the deletion.
- Once confirmed, the initiative will be removed from the roadmap.

### 9. Managing Tasks within an Initiative (Viewing, Editing, Deleting, Reordering)

- Open the initiative's detail drawer view as described in Step 7.
- Within the drawer, navigate to the **Tasks** tab.
- You will see a grid view listing all tasks associated with this initiative.
- **Viewing:** See task details in the grid.
- **Editing:** Select a task (by clicking the task row) to modify its details (Name, Schedule). Save changes.
- **Setting Status:** For each task in the grid, there is a status dropdown. You can set the task's status to options like **Doing**, **Done**, or **Planning**.

  ![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/-8uoDKM4erVQLRqLXYwwn_untitled711.png)
- **Accessing Linked Recommendation Details:** If a task is an imported recommendation, clicking on its name (which acts as a link) will open an "Assessment Recommendation Details" view or modal. This view provides more specific information about that particular recommendation.

  ![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/nE1vRknY3FS_KOE0uWJpx_image.png)
- **Deleting:** Locate the trash can icon associated with the task you want to remove in the grid view. Click the icon and confirm if prompted.
- **Reordering:** Use the dots icon (drag-and-drop handle) within the task grid to change the sequence of tasks.

### 10. Using the Gantt Chart View

- Once at least one initiative or milestone exists in the roadmap, the **Gantt** tab in the Roadmap Detail View becomes available.
- Click the **Gantt** tab.

  ![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/NcJXxu-dEAy7_emir1QUe_image.png)
- The Gantt view displays your created Initiatives, Milestones, and Tasks visually on a timeline.
- Items are shown as pills corresponding to their scheduled dates.
- **Interactivity:**
  - **Edit on Double-Click:** Double-clicking any pill (Initiative, Milestone, or Task) on the Gantt chart will open its details view/modal, allowing for direct editing.
  - **Tooltip on Hover:** Hovering your mouse cursor over any pill will display a tooltip showing key information about that item (e.g., name, dates, status).
- **Legend/Key:** The Gantt view includes a legend to help users understand the color-coding of items on the timeline. Typically:
  - **Green:** Represents items that are "In Progress" or "Doing".
  - **Pink:** Represents items that are "Upcoming" or "Planning".
  - **Blue:** Represents items that are "Completed" or "Done".

- The timeline section will show these items as pills corresponding to their scheduled dates and status colors.