Roadmaps Overview
11 min
Overview
Roadmaps help you organize strategic work, manage initiatives and milestones, track tasks and recommendations, and visualize progress on an interactive timeline. This guide walks you through the key features and how to use them. For more information about initiatives, tasks, and milestones, see Managing Initiatives & MilestonesManaging Initiatives & Milestones.
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.
Functionality Overview
The Roadmaps feature enables you to:
- Create and manage multiple Roadmaps.
- Add Initiatives and Milestones to track strategic work and key dates.
- Create Tasks or import recommendations into Initiatives.
- Track status, schedules, owners, costs, and other details.
- Filter Initiatives and Milestones by status.
- Visualize Initiatives, Milestones, and Tasks using the Gantt chart.
- Edit, delete, reorder, and manage Roadmap items and Tasks.
Using Roadmaps (Step-by-Step Guides)
Accessing Roadmaps
- In the left navigation menu, click Project Management > Roadmaps.
Understanding the Roadmap Detail View
When you click on the name of a roadmap from the landing page list, you enter the Roadmap Detail View.
- You will see two main tabs: Initiative and Gantt.
- Note: The Gantt tab will be unavailable until at least one Initiative has been created for this roadmap.
Creating a Roadmap
If no roadmaps exist, the roadmap landing page will be empty.
- Click the NEW ROADMAP button. A dialog box appears.
- Enter a descriptive name for your roadmap.
- Click CREATE. An empty roadmap with the name you provided will be created and displayed on the landing page. Click on the name of this newly named roadmap to enter the detail view.
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 on the name of a roadmap from the landing page list.
- Click on the Gantt tab.
- The Gantt view displays your created Initiatives, Milestones, and Tasks visually on a timeline.
- Items are shown as pills corresponding to their scheduled dates.
- 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 display these items corresponding to their scheduled dates and status colors.
Managing Roadmaps
- Locate the roadmap in the roadmap landing page list.
- Click on the three dots that appear in the top right corner and select your desired option from the drop-down menu.
- Publish/Unpublish
- Click Publish or Unpublish. A dialog box appears.
- Confirm that you want to publish or unpublish the roadmap by clicking PUBLISH or UNPUBLISH.
- Rename
- Click Rename.
- Make your desired edits in the textbox.
- Press Enter on your keyboard.
- Mark Complete/Incomplete
- Click Mark Complete or Mark Incomplete.
- Completed roadmaps will be marked with a Completed label.
- Delete
- Click Delete. A dialog box appears.
- Confirm that you want to delete the roadmap by clicking DELETE.
Hide Completed Roadmaps
- Use the Hide completed roadmaps toggle in the top-right corner of the roadmap landing page or Roadmap Gantt tab.