Customizing a Client's Roadmap
Alex Masterson avatar
Written by Alex Masterson
Updated over a week ago

πŸ“– Note: For more information about roadmaps, check out this FAQ article in our Knowledge Base.

Since client roadmaps are not tied to the template that created them, you can customize any client roadmap without affecting the original template. To customize a single roadmap, do the following:

  1. Log into Client Portal.

  2. Navigate to a client's transaction by doing one of the following:

    • Use the contact search bar

    • Click in-line with a transaction in the Recently Viewed Transactions section

    • Click in-line with a transaction in the Transactions section

  3. Click the Roadmaps tab.

  4. Do one of the following:

Adding a Step to a Roadmap

  1. Click the Add Step button to make the Add New Step window appear.

  2. Enter a Step Name.

  3. Click the Choose Task or Date drop-down, and select an option from the list.

    Note: You can add date steps and task steps. Date steps are tied to Date fields in Sisu forms. Task steps are tied to a task in one of the client's task lists.

  4. In the Display Order field, enter the step number you'd like to assign to the step.

  5. If you want an email sent at the time the task is completed in Sisu, click the Step Notifications drop-down and then click the At time of event checkbox.

  6. If you don't want the step to be visible to the client, click the Internal Only checkbox.

  7. Enter a Description.

  8. Click Save.

Deleting a Step from a Roadmap

  1. Hover your cursor over the step you want to delete and click the trash can icon.

  2. In the pop-up that appears, click Yes.

Editing a Step in a Roadmap

  1. Hover your cursor over the step you want to edit and click the pencil icon.

  2. Make any desired changes and then click Save.

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