Adding Roadmap Items in Propel #

Inside Propel, roadmap items represent the specific actions required to complete an initiative.

Roadmap items are the execution layer underneath an initiative and help teams:

• organize work
• assign accountability
• track deadlines
• and move strategic priorities forward.

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What Is a Roadmap Item? #

An initiative is the high-level priority or project.

A roadmap item is:

• a specific action
• milestone
• deliverable
• or next step

…required to complete that initiative.

Examples:

• Build 12-Month Budget
• Finalize Sales Compensation Plan
• Create Hiring Process
• Implement KPI Dashboard

Each roadmap item can:

• be assigned to a different individual
• have its own due date
• contain links and resources
• and track its own status.

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Where Roadmap Items Can Be Added #

There are two places inside Propel where roadmap items can be created.

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1. Inside the Initiatives Module #

The most common place to add roadmap items is directly inside the Initiatives module.

To do this:

1. Open the Initiatives module
2. Select an initiative
3. Open the Roadmap Item Dashboard
4. Click Add Roadmap Item

Here users can enter:

• roadmap item name
• description
• links or supporting information
• status
• assigned individual
• and target end date or due date.

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Notifications and Accountability #

Whenever a roadmap item is assigned:

• the assigned individual is automatically notified inside the software.

This helps improve:

• visibility
• accountability
• and execution follow-through.

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Adding Multiple Roadmap Items #

When building larger plans, users can:

• submit one roadmap item at a time
• or use Submit and Add Another for rapid entry.

Propel also supports:

• importing and exporting roadmap items in bulk.

This is especially useful for:

• annual planning
• quarterly planning
• onboarding large projects
• or uploading initiative templates.

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2. Adding Roadmap Items from Meetings #

Roadmap items can also be created directly inside meetings.

Inside a Meeting Series:

1. Open the Initiatives section of the agenda
2. Select the initiative
3. Click Add Roadmap Item

This workflow is useful when:

• new action items arise during discussion
• accountability decisions are made live
• or teams identify next steps during meetings.

The roadmap item can immediately be:

• assigned
• dated
• and connected to the correct initiative.

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Why This Matters #

Roadmap items help transform strategy into execution.

By organizing work underneath initiatives, Propel helps teams:

• break large priorities into manageable actions
• assign ownership clearly
• track progress consistently
• and maintain accountability between meetings.

Combined with:

• meetings
• collaboration tools
• tasks
• notifications
• and dashboards

…roadmap items become the operational layer that helps organizations consistently move strategic priorities forward.