Roadmaps & Recommendations

Hide Completed Recommendations
If you want to hide completed recommendations from the roadmap and recommendation sections in vCIOToolbox we have a simple step to hide those items. Und...
Tue, 5 Apr, 2022 at 9:52 PM
Using the Roadmap View
In this video we show you how to use the roadmap dashboard and interpret its display. The Roadmap dashboard is comprised of a visual project timeline, color...
Mon, 11 Apr, 2022 at 10:32 PM
How to build a recommendation
In this video you will learn the three ways you can create an align recommendations in your IT Review. There are three ways to crate a recommendation: ...
Mon, 21 Nov, 2022 at 9:52 PM
Aligning assets to a recommendation
When creating a recommendation you can easily align assets that might be connected to the proposed project or service.  There is actually a couple locations...
Mon, 21 Nov, 2022 at 10:08 PM
Clone a Recommendation
You can now clone recommendations in vCIOToolbox.  Cloned recommendations can help you define project phases without having to create new recommendations.  ...
Tue, 29 Aug, 2023 at 2:04 AM
Create an Ad-Hoc Recommendation
Creating an ad-hoc recommendation is easy in vCIOToolbox. 1. Navigate to Roadmap or Recommendations within your client IT Review. 2. In each se...
Tue, 3 Oct, 2023 at 2:49 PM
How to remove Declined Recommendations from the Roadmap
When a client declines a recommendation, you will want to remove it from the roadmap.  Many MSPs want to preserve the data (decline date, decline note, etc....
Fri, 26 Jul, 2024 at 12:48 PM