---
title: Roadmaps Overview
slug: roadmaps-overview
createdAt: 2025-05-01T14:55:25.475Z
---

# 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 & Milestones](docId\:zS4zGYhSzOfnv84wX2N_S)**.

## 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

![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/ZirXrWiPWZhEh0IQgKtDv_roadmaps-navigation-light.png)

1. In the left navigation menu, click **Project Management **> **Roadmaps**.

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## 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.

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## Creating a Roadmap

![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/8LjjR2jFhyEXCkhfeczsW_roadmaps-new-roadmap-button-light.png)

If no roadmaps exist, the roadmap landing page will be empty.

1. Click the **NEW ROADMAP **button. A dialog box appears. 
2. Enter a descriptive name for your roadmap.
3. 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.

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## 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.

1. Click on the name of a roadmap from the landing page list.
2. 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.

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## Managing Roadmaps

![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/wkfyvLxaHzP331KAkCVuk_roadmaps-manage-roadmaps-light.png)

1. Locate the roadmap in the roadmap landing page list.
2. 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**.

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## Hide Completed Roadmaps

![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/AtvsHoHFAeMNvQ_6BtOon_roadmaps-hide-completed-roadmap-light.png)

1. Use the **Hide completed roadmaps **toggle in the top-right corner of the roadmap landing page or Roadmap **Gantt **tab.