Manage product adoption roadmaps for Impact Delivery Instance

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create a product Adoption Roadmap (PAR) with a single click by selecting the template that best supports your specific business outcome.

    Vorbereitungen

    Role required: Impact admin, Platform Owner, Impact Portfolio Owner, and Impact Executive.

    Prozedur

    1. Navigate to Impact > Product adoption > Product adoption roadmaps.
    2. Select Create a product adoption roadmap.
    3. Select an instance if there are multiple instances available.
    4. Enter the Owner.
    5. In How do you want to start?, complete any of the following actions.
      How do you want to start?Actions
      Create from a Template
      1. Select Create from a template in How do you want to start?.
      2. Select a template in Choose a template.
      Create a roadmap manually Enter the Name and Description.
    6. Select a capability to view it’s details and to view or edit phase level notes.
      1. Select Notes to view static and phase specific notes for a capability.
        You can view static and phase-specific note sections under Notes. Static notes display for the selected capability regardless of the phase in which they are added.

        Select Notes to view the static and phase specific notes for a capability.

      2. Select Notes specific to this phase to display additional information tailored for the capability and phase including prerequisites, features, training, and planned activities.
        You can find resources related to adopting the capability under Related Resources.

        View notes specific to this phase.

      3. Select Start an initiative to create an initiative specific to this capability.
    7. Select Edit Roadmap Details to edit the name, description, and owner of the map.
    8. Select Manage capabilities for a phase to add or remove capabilities.
    9. Select the ellipsis icon for a phase to modify a phase and do the following.
      1. To delete a phase, select Delete phase.
      2. To edit phase titles and descriptions, select Edit titles/descriptions.
      Modify a phase using the ellipsis icon next to a capability.
    10. Select Publish.
      The product adoption roadmap is published and is available to other members on your account and the impact squad.

    Nächste Maßnahme

    You can also edit the published roadmap by selecting Edit roadmap to manage the adoption phases and capabilities.