video1.0<iframe src="https://www.loom.com/embed/93f34a4df51a4a4ba2257a61c125853f" frameborder="0" width="1862" height="1396" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13961862Loomhttps://www.loom.com13961862https://cdn.loom.com/sessions/thumbnails/93f34a4df51a4a4ba2257a61c125853f-11ab07d65261d269.gif149.461In this video, I’ll walk you through the process of creating, editing, and applying roadmaps in the CISU client portal. I cover how to navigate to the roadmap builder, set up triggers, and add steps to your roadmaps. It's important to note that while setting a trigger is optional, it can greatly enhance automation. Please make sure to follow the steps closely, as I’ll be demonstrating how to embed YouTube videos and set notifications for clients.