Linking Tasks to Roadmap Items #

Linking tasks to roadmap items helps connect day-to-day actions to larger projects and initiatives. This creates greater visibility, accountability, and progress tracking across the organization.

There are multiple ways to link a task to a roadmap item in Propel.

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Linking a Task from a Roadmap Item #

Whether you’re working in the Initiatives module or inside a meeting, you can link tasks directly to a roadmap item.

To Link a Task: #

1. Locate the roadmap item you want to update.
2. Open the roadmap item.
3. In the collaboration panel, select Tasks.
4. Choose one of the following options:
   • Select an existing task.
   • Create a new task.

Once linked, the task becomes associated with that roadmap item and contributes to the completion of the larger project.

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Creating a New Task from a Roadmap Item #

When creating a task directly from a roadmap item, the connection is automatically established.

You can:

• Enter a task name.
• Add notes or instructions.
• Assign the task to a user.
• Set a due date.
• Add supporting links or resources.
• Optionally pin the task to a meeting series.

When the task is assigned, the assigned individual will receive an in-app notification.

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Pinning Linked Tasks to Meetings #

When creating or linking a task, you can also associate it with a meeting series.

This allows the task to appear within the Tasks section of the meeting agenda, making it easier to review progress and maintain accountability during recurring meetings.

A single task can be:

• Linked to a roadmap item.
• Pinned to a meeting series.
• Assigned to a specific individual.

This creates a clear connection between strategic priorities, meeting discussions, and day-to-day execution.

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Linking Tasks from Meetings #

Tasks can also be linked to roadmap items while working inside a meeting.

To Link a Task During a Meeting: #

1. Open the meeting series.
2. Navigate to the Initiatives section of the agenda.
3. Select the roadmap item.
4. Open the collaboration panel.
5. Choose Add Task.
6. Select an existing task or create a new one.

The task will immediately become associated with the selected roadmap item.

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Best Practices #

For the best results:

• Link tasks to roadmap items whenever the task supports a larger project.
• Assign each task to a specific owner.
• Use meeting series connections to drive accountability.
• Break large roadmap items into smaller, actionable tasks.
• Review linked tasks regularly during meetings.

By connecting tasks, roadmap items, and meetings together, teams can maintain visibility from strategic priorities all the way down to daily execution.