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Overview

The Roadmap is where strategy meets execution. It organises your team’s initiatives into three time horizons so you can prioritise the present while keeping sight of what’s coming:

Now

Initiatives you’re working on this quarter.

Next

Planned for the following quarter.

Later

On the longer-term horizon.
Each initiative is a card you can drag between horizons as priorities shift. Quarterly targets from your roadmap appear automatically on the Strategy page, creating a visible link between strategy and delivery.
The Ciclo roadmap board with initiatives across three horizons

The roadmap board, organised into Now / Next / Later

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Create and manage initiatives

1

Open your team's Roadmap

Pick your team, then choose Roadmap in the sidebar to see the board.
2

Add an initiative

Create a New Initiative and fill out its details:
  • Title — a clear, concise name (e.g. “Create new reporting cadence”).
  • Description — why you’re doing it and what it involves.
  • Horizon — Now, Next, or Later.
  • Status — On Track (default), At Risk, Off Track, or Complete.
  • Due date — defaults to the end of the selected quarter; adjust as needed.
The new initiative modal

Creating a new initiative

Initiative detail fields

Filling out the initiative details

3

Break it into actions

In Related Actions, add the concrete steps needed to deliver the initiative. These flow straight onto your Actions board.
Adding related actions

Adding related actions to an initiative

4

Save and track

Save, and the initiative appears as a card in its horizon. A coloured bar shows status at a glance — green (On Track), orange (At Risk), red (Off Track), grey (Complete).
A saved initiative card

A saved initiative card with its status bar

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Work the board

Drag a card to a different column to change its horizon. The roadmap is a living document — move cards as circumstances change.
Dragging an initiative on the roadmap board

Drag initiatives between horizons

Open a card and update its status as work progresses. The coloured bar updates so everyone can see where attention is needed.
Updating an initiative's status

Updating initiative status

Each initiative keeps a History log of changes over time, giving accountability and showing how it has evolved.
Use the insight action to understand which parts of your roadmap are strong and how to improve the rest.

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Stay aligned across teams

When creating an initiative, use Import initiatives from other teams to pull in an initiative from elsewhere in the organisation so strategic work cascades appropriately.
Importing an initiative from another team

Import an initiative from another team

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Best practices

  • Align with strategy — every initiative should support a strategic goal.
  • Be realistic — don’t overload Now; be honest about a quarter’s capacity.
  • Review monthly — keep status current and reprioritise regularly.
  • Break down large initiatives — if it won’t fit in a quarter, split it.

Strategy

Actions

Alignment view

Track KPIs