The Roadmap has a dashboard for summaries, a board for status, and a timeline for dates. Filters help you focus a review on a particular type of goal, department or period.
Choose a view and narrow the results
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Open the Roadmap
Go to Business > Roadmap. The dashboard shows the widgets on your current view. Use the view tabs to open Board or Timeline when you want to inspect individual goals.
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Use the board for status
The board places goals into columns such as Not Started, In Progress, At Risk, Blocked and Completed. Filter by goal type, priority, department and dates, then select Filters. Users with the right permission can drag a goal to another status column.
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Use the timeline for dates
Open Timeline to compare goal date ranges. Filter by yearly, quarterly or monthly goal, status, department, and a date range, then select Filters.
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Open a goal for detail
Select a goal card or timeline item to review its description, dates, status, progress, metric and any displayed milestones or activity.
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Clear filters for a wider view
When you want to return to the full roadmap, clear the selections and apply the filters again. Board and timeline filters are view controls; they do not change the goal records.
Match the view to the conversation. Use the board for ownership and status discussions; use the timeline to spot goals whose date ranges overlap.
The Roadmap is available on Standard, Professional and Enterprise plans. For more, see Business Roadmap.