- Roadmap items
- 12
- This quarter
- 6
- Themes
- 1
All quarters
Q3 2026
Investment areas
Where the work lands
Committed initiatives by quarter
Q2 2026Previous6
Q3 2026Current6
Q4 2026Next0
Status: PlannedPlannedStatus: In progressIn progressStatus: ShippedShipped
6 of 12 shipped · 5 in progress12 total
Active view:Client EngagementClear theme filter
Investment theme
Q2 20266
Status: Shipped5 shippedStatus: Planned1 planned
Q3 20266
Status: Shipped1 shippedStatus: In progress5 in progress
Q4 20260
Status: CompletedAutotask CSAT integrationCompleted. 1 votes.Status: CompletedCrewHu CSAT integrationCompleted. 1 votes.Status: CompletedSimplesat + LMXCompleted. 1 votes.Status: CompletedSimpleSat CSAT expansionCompleted. 1 votes.Status: CompletedSmilebackCompleted. 18 votes.Status: PlannedMake backup comments available in backup reportsPlanned. 1 votes.
Status: CompletedDeliverables 2.0: Add a toggle to include/exclude assets linked to InitiativesCompleted. 7 votes.Status: In ProgressDeliverables PDF RedesignIn Progress. 0 votes.Status: In ProgressExperience (CSAT)In Progress. 0 votes.Status: In ProgressFlexible Deliverables BuilderIn Progress. 0 votes.Status: In ProgressRedesign Legacy Report PDFsIn Progress. 4 votes.Status: In ProgressSaaS ReportingIn Progress. 25 votes.
Client Engagement12
Q2 2026
6Status: CompletedAutotask CSAT integrationCompleted. 1 votes.Status: CompletedCrewHu CSAT integrationCompleted. 1 votes.Status: CompletedSimplesat + LMXCompleted. 1 votes.Status: CompletedSimpleSat CSAT expansionCompleted. 1 votes.Status: CompletedSmilebackCompleted. 18 votes.Status: PlannedMake backup comments available in backup reportsPlanned. 1 votes.
Q3 2026
6Status: CompletedDeliverables 2.0: Add a toggle to include/exclude assets linked to InitiativesCompleted. 7 votes.Status: In ProgressDeliverables PDF RedesignIn Progress. 0 votes.Status: In ProgressExperience (CSAT)In Progress. 0 votes.Status: In ProgressFlexible Deliverables BuilderIn Progress. 0 votes.Status: In ProgressRedesign Legacy Report PDFsIn Progress. 4 votes.Status: In ProgressSaaS ReportingIn Progress. 25 votes.
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