Roadmap views let you create different dashboard layouts for different audiences or meetings. Each dashboard is made from widgets such as progress statistics, charts and lists of goals.
Create a dashboard view
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Add a view
On the Roadmap dashboard, select the + beside the view tabs. Give the view a name and optional description, and choose an icon. Your account needs permission to create views.
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Choose whether it is public
If you have permission to create public views, you can make the view available to everyone in the workspace. Otherwise, it remains your private view unless it is shared using view permissions.
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Open Edit Mode
Open the view's options menu and choose Edit Mode. The widget library appears with Statistics, Charts and Lists tabs.
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Add and arrange widgets
Drag a widget from the library onto the dashboard, then drag dashboard widgets to arrange their order. Choose widgets that suit the review, such as overall progress, status distribution, at-risk goals, overdue goals or recent activity.
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Finish and share the view
Choose Done to leave Edit Mode. To share an existing private view, open its options and manage its permissions. A view owner or an administrator with manage-view permission can edit the view; sharing a view does not change the underlying goals.
Make each view answer a question. For example, use an executive review view for progress and completion, and a delivery review view for at-risk, blocked and approaching-deadline goals.
The Roadmap is available on Standard, Professional and Enterprise plans. For more, see Business Roadmap.