To open the roadmap, click Roadmap in the left-hand navigation. You can also access the roadmap from your Next Matter dashboard.
Image of the roadmap page in Next Matter

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Roadmap for managers

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Filtering for the right data

As a manager, you can quickly access metrics and see where the team is at implementing and running workflows. You can filter the data by:
  • Workflow status
  • Time to go live
  • Workflow lead

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Monitor

Have an overview of the workflows that are live versus those that are still on the backlog. You can also update the status label for each workflow, and prioritize those that are critical. If need be, you can quickly access the workflow to change the lead or update the go-live date.

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Roadmap for builders

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Quick access

As a builder, you can use roadmaps to quickly access workflow status and monitor which workflows are about to go live. You can drill down to check whether all builder notes have been completed, or, if some have not, click the number link to see what still needs your attention. You can also click the eye or pencil icon (if you have edit rights) to quickly view and update the workflow.
Image of the edit option in the Roadmap workflow list

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Troubleshooting

Use the instances started column to monitor any overdue or canceled instances and access them quickly. You can also verify the completed instances.
Started instances column on the Roadmap page

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Workflow suggestions

If you need suggestions on how to break a workflow down into steps, use the AI process builder to give you some hints. Click + Create new workflow with AI for our Chat GPT-powered AI engine to help out.