The roadmap is where you write down what the business is aiming for this year, this quarter and this month, and track how close you are. The decision log sits beside it, so six months from now you can see what was decided, by whom and why.
Before you start
The roadmap is on the Standard, Professional and Enterprise plans. The decision log is on every plan.
Add a goal
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Open the roadmap
In the sidebar, open Business and choose Roadmap. Add a new goal.
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Say what and when
Give it a clear title and description, and choose whether it is a yearly goal, a quarterly goal or a monthly target. Set the start and target dates.
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Make it measurable
Add a target value and a unit, such as 50 new customers or 200,000 pounds of revenue, and update the current value as you go. Progress shows how far along you are.
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Give it an owner
Set the priority, the category and the department responsible.
Keep it current
Update each goal's status as things change: not started, in progress, at risk, blocked or completed. Every change is recorded in the goal's activity.
See the whole plan the way that suits you: as a list, on a timeline, or on a board by status. You can also build your own roadmap views from widgets, for a board meeting or a team update.
Log a decision
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Open Decisions
In the sidebar, open Business and choose Decision Log. Add a new decision.
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Record what was decided
Write the decision as a short title, explain the background, and pick a category such as strategic, financial or technical. Add the date and the status.
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Record who was involved
Choose who made the decision and everyone who took part.
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Link it up
Link the decision to the department, project or roadmap goal it affects, and come back to fill in the outcome once you know how it turned out.
Write it down on the day. A decision logged straight after the meeting saves a lot of who agreed to what later on.
For more, see the business roadmap.