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How To Edit an Existing Roadmap
How To Edit an Existing Roadmap
Dayanne avatar
Written by Dayanne
Updated over 3 months ago

To edit your existing Roadmap, follow these steps

  1. Go to Roadmaps

  2. Click on " View Past Roadmaps"

  3. There, you'll see your existing roadmaps

4. To edit the roadmap, click on the "Pencil Icon"

5. There, you can start by editing the client information if necessary.

6. You can remove or change the packages selected for your client

7. Add or replace the existing packages with new ones that better fit your client's needs

8. Edit the new package if needed, change the name, add new features, or update the 'Default Cost.'

9. You'll see the new package added to your proposal

10. Click save and continue once your proposal is ready

11. Update the client Roadmap name and click save. This will be saved in your account


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