T48 Customer roadmap update
Customer roadmap update
What Relay API shipped this quarter, what is building now, what is planned next, and how your feedback shaped it. Prepared by Product Marketing for customers and partners. Item names, dates and sources in this template are synthetic sample data.
Sample template: the firm, people, clients and figures are fictional, and the embedded view holds synthetic sample records.
Live example from the Dashboards app, shown with Alder & Ash Home's demo data.
How to read Now, Next and Later
The live roadmap board
Cards are grouped by status and sorted by most recently updated. This is the same board our product team works from, so it reflects the current plan, not a static list.
Before you share this page with a client
This board can include roadmap items tied to specific customer or partner names in the Source account column. Review each card before sharing externally, and remove or generalize any name that should not go to a different customer.
Highlights this quarter
| Item | Status | Why it matters |
|---|---|---|
| Due date reminders to clients | Building | Clients stop missing document deadlines; targeted for October |
| Workspace usage dashboard | Released | Customer success can now see adoption before renewal calls |
| Template gallery search | Planned | Faster setup when adding new templates; targeted for December |
| Chart drill-down | Building | Open the records behind any dashboard chart; targeted for November |
| Portal file size limit | Building | Raises the client upload limit to 2 GB; slipped to October, now scoped to paid plans |
Released this quarter
Where feedback led to a decision
| What we heard | Source | Result |
|---|---|---|
| Managers rebuild the same report filters every Monday | Customer interviews, Harbor Lane | Saved report filters, released September |
| Admins learn about failed syncs from their own clients | Support ticket, Palisade IT Services | Sync failure admin alerts, building now |
| Clients cannot upload raw video and large design files | Support ticket, Juniper Studio | Portal file size limit, building, now scoped to paid plans after a storage cost review |
| Agency wants a unique login design per client | Support ticket, Yarrow Design | Declined: existing branding options cover most needs; a fully custom login adds security review scope |
A roadmap is a plan, not a promise
Dates and scope on this page can change as we learn more during development. A "Building" or "Planned" date is our best current estimate, not a commitment; only "Released" items are available today.
Later, still confirmed as a need
These items have enough evidence to stay on the roadmap but are not yet scheduled: bulk permission review, task dependencies, form conditional logic, client e-signature on approvals, duplicate contact merge, project timeline view and client comment mentions. We will move each into Planned once effort is scoped.
How to send us feedback
Every "Declined" on our board has a reason next to it. If your team's situation changes, for example if a security review is no longer the blocker, bring it back to us.
How to use this template
Send this update to customers and partners on a regular cadence, for example quarterly. Replace the values below; if a required value is missing, show Needs review rather than guessing a date.
| Variable | Meaning | Required |
|---|---|---|
{{update.period}} | The quarter or period this update covers | Required |
{{item.name}} | Roadmap item name | Required |
{{item.status}} | Building, Planned, Triaged or Released | Required |
{{item.target_release}} | Target release window, only for Building or Planned items | Required for Building or Planned items |
{{feedback.source}} | Which customer or research source led to the item | Optional, generalize before sharing externally |
{{item.slip_reason}} | Why an item's date moved, if it did | Optional |
Before sharing: remove or generalize any customer name in Source account that should not be visible to a different customer or partner.