How to Manage Client Roadmaps

Quick overview of the general functions of the roadmap tool

Client Roadmaps give you the ability to showcase the needed actions to "bridge the gap" between the client's current state and recommended future state.

In this article we dive into the details of the Roadmap Functions.

How to Manage Client Roadmaps

Watch a quick overview on how to add projects to a roadmap and how to manage the complete lifecycle of the projects. You are able to

  • Reorder the projects by drag and drop
  • Add plans for Year / Quarter / Month 
  • Add Monetary or Time Budgets to each recommendation
  • Assign internal users to each project
  • Set statuses for projects
  • Share the roadmap with clients
  • Sync roadmap items to CW (two ways)