How do I edit a roadmap item in a meeting?

Editing a Roadmap Item #

When you’re in a meeting and open the Initiatives section of the agenda, you’ll see your Roadmap Item Dashboard.

You can edit a roadmap item in two ways:

1. Click the Item Name
   • Select the roadmap item directly by clicking on its name.
   • Make your edits.
   • Click Update to save changes.
2. Use the Three Dots Menu
   • On the right-hand side of the roadmap item, click the three dots.
   • Select Edit.
   • Update the details and save.

👉 Both options let you quickly update roadmap items during meetings to keep progress current and accurate.