{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/1113c6007d0345f8a218dacd544fce60\" frameborder=\"0\" width=\"1320\" height=\"990\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":990,"width":1320,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":990,"thumbnail_width":1320,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/1113c6007d0345f8a218dacd544fce60-40e2d1f6b502b720.gif","duration":230.283,"title":"5. Managing Roadmaps, Milestones, and Client Tasks","description":"This Loom explains how to create and manage a roadmap with milestones and tasks for both internal teams and clients. It shows creating a milestone like Phase 0 titled “Things to have ready before you start the program,” with a two-day duration and optional color, then adding tasks such as completing a form with a hyperlink URL and an internal CRM task. It then demonstrates importing the organization’s roadmap into the client view, setting it to start today, and how client task completion reflects back on internal tasks. The Loom also shows adding an extra client-specific milestone for a one-on-one meeting before starting with a two-day due date and a different color."}