How to create a roadmap in Pendo

How to create a roadmap in Pendo

Overview:

Streamline your project planning in Pendo by crafting a roadmap that aligns with your goals. Enhance user experience and simplify navigation by incorporating relevant milestones. This guide offers a straightforward process for creating and implementing roadmaps in Pendo, empowering you to boost efficiency and clarity in project management within the platform.

1. Select the 'Roadmaps' from the menu.

1 Click on "Roadmaps"

2. Choose 'Create Roadmap' to start.

2 Click on "Create Roadmap"

3. Pick a choice for your roadmap and proceed.

3 Upload

4. Tap on 'Add to Roadmap' to insert items.

4 Click on "Add to Roadmap"

5. Choose the function you prefer and select it.

5 Click on "Create initiative"

6. Click on the task you wish to achieve.

6 Click on "Reactivate all ..."

7. Type in a brief description for each initiative.

7 Click here

8. Don't forget to Save your progress.

8 Click on "Save"

9. Add a 'Swimlane' to differentiate topics on your roadmap.

9 Click on "Add Swimlane"

10. Observe how two topics coexist in the same timeline.

10 Click on "Need to hire a couple of interns"

11. Reposition initiatives by clicking, dragging, and dropping them.

11 Click on "prepare and giv..."

12. Adjust timelines by moving the tasks as necessary.

12 Click on "Need to hire a couple of interns"

13. Congrats, you've prioritized tasks and created your roadmap!

13 Upload

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A core issue we identified was that the team was often spending a lot of time creating custom demos, guides, or walkthroughs for unqualified prospects.

Ultimately, this led to a lot of wasted time, a huge amount of burden and effort for already busy staff, and a diffusion of focus on targeting the right prospects.

Casey O'Brien
Solutions Consulting Director

Prior to Supademo, we were spending countless hours putting together demos and videos across discovery, qualification, training, or simply answering common questions. Creating these could take upwards of 8-10 hours, which is both painful for us, but also less engaging for prospects.

Andreas Moekesch
Solutions Consulting, Processmaker

One of my pain points was how time-consuming it was to create product demos for both demonstrations and trade shows manually. The ability to create a Supademo in minutes and the ability to showcase these at conferences has saved us an incredible amount of time!

Kirill Stolbushkin
Solutions Consulting, Processmaker