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.

Create and manage initiatives
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.


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

Work the board
Reprioritise with drag-and-drop
Reprioritise with drag-and-drop
Drag a card to a different column to change its horizon. The roadmap is a living
document — move cards as circumstances change.

Update status
Update status
Open a card and update its status as work progresses. The coloured bar updates so
everyone can see where attention is needed.

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

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.


