---
title: "How to create a roadmap"
description: "Steps to create a roadmap"
url: https://support.coachkit.co.uk/en/articles/88-how-to-create-a-roadmap
collection: "Roadmaps"
updated: 2025-09-12
language: en
---

# How to create a roadmap

Steps to create a roadmap

To start building a roadmap for a client, go to the **Roadmap** tab in their profile. If one hasn’t been created yet, a **basic template** will be generated automatically. The roadmap lays out each week from the client’s **start date to their end date**. If no end date is set, it will extend up to **one year**. It uses the clients check-in date as the first day of each week.

![](https://staticfiles.gleap.io/ghelparticle/V259o7pZ7M8AFwcHHVas38lMRms7rr84yP4IoCjiDMsbE1d6eu7sGaIV3OdfmtBvJrccWrtEuAM.png)

The **calendar icon** highlights the **current week**, and the roadmap will automatically scroll to that week for easy access.

The **Phase column** is a customisable dropdown that defines the focus of each week, such as **Prep, Maintenance, Health**, or any other label that suits your coaching approach. You can name it however you like.

To add a phase simply select the cell and a empty list will appear. Start by entering the name of the phase and then click create.

![](https://staticfiles.gleap.io/ghelparticle/vQ5mIclZXXRhti5HIEV7G4YzzBExGE7cfWbL9OJm9mDh4YYwg627uLKIQMYo1aqFAk9X6thGffS.png)

Once created this option will be available for you to select. Add as many status’ as you would like.

![](https://staticfiles.gleap.io/ghelparticle/puCArckMamFRGs5NfoVUdI7WdreYKGzyvSK48z9h8aho30rLdPX0WVwMYL3LdBWkwIGQDPwUT5v.png)

## Columns

The roadmap has a variety of column types to choose from to start building out the roadmap. Start by selecting, add a column or click the plus icon in the top right.

![](https://staticfiles.gleap.io/ghelparticle/sH3MC1CYYidb59VbdnZBtg8hBt3IENzuQgx5jxdX7mYj75cyA1wpRc9PX1rMQKCfjn508UA1poX.png)

<table data-id="a70d618e-9e7e-4b8a-adc6-f0baaea573cc" style="min-width: 50px;"><colgroup><col style="min-width: 25px;"><col style="min-width: 25px;"></colgroup><tbody><tr><td colspan="1" rowspan="1"><p data-id="b1ab9e1c-bf31-4645-9ed6-7a14e291273c" style="text-align: left;"><strong>Column</strong></p></td><td colspan="1" rowspan="1"><p data-id="48b10ccf-2e12-4343-ad1b-38619ad40ffd" style="text-align: left;"><strong>Description</strong></p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="21e67447-f195-4eb5-aae2-e62a61fc1ac8" style="text-align: left;">Select field</p></td><td colspan="1" rowspan="1"><p data-id="0c84f42e-4400-4b20-b177-4d180e3fd9dc" style="text-align: left;">A drop down menu of options similar to phase column</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="330253a5-bf65-47df-b6fd-ded2f8b5dbd6" style="text-align: left;">Assigned habits</p></td><td colspan="1" rowspan="1"><p data-id="e2108198-06a6-4cbf-b546-dcce3e93986c" style="text-align: left;">Auto assign habits</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="064263e1-a595-491f-a6f0-3a97c7ca8c1b" style="text-align: left;">Measurement</p></td><td colspan="1" rowspan="1"><p data-id="fd8a1971-969b-43e6-ae26-5a06963a0fff" style="text-align: left;">Select a measurement you would like to be injected into the roadmap. These will get auto populated as the weeks commence.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="816dc3a5-13b1-41c6-90d8-9bfc8f98a2ee" style="text-align: left;">Metric</p></td><td colspan="1" rowspan="1"><p data-id="2adaa182-89a6-4025-b156-ef5eb50d5cbc" style="text-align: left;">Select a measurement you would like to be injected into the roadmap. These will get auto populated as the weeks commence.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="6383ebfb-0515-4dc3-bbae-73aa0a30dd76" style="text-align: left;">Macros</p></td><td colspan="1" rowspan="1"><p data-id="ba1d5567-acce-44c4-92c9-e456941d5026" style="text-align: left;">Define a clients macro targets for that week</p></td></tr></tbody></table>

### Assign Habits

The **Assign Habits** column allows you to set the habits you want the client to follow each week. Simply enter all the habits they should complete daily.

![](https://staticfiles.gleap.io/ghelparticle/oAsqCAS7yZ5HlCnSnPSPEjQVG37ovImtPN4eqXHYOQ3EW2S6VOolEmLB2bRyiHnHOUmndT4TNmG.png)

When you add a habit it will automatically assign it to the end of the clients roadmap.

![](https://staticfiles.gleap.io/ghelparticle/w4icKDewKEQzQHjZtN49avcrxtNw2Fd1XaPPoyBPzi0mFWAZFJsQR1onugYuvHBfHHWBqnoEXMx.png)

To end a habit, simply click the **delete icon** next to it, and it will be removed from that week onward.

![](https://staticfiles.gleap.io/ghelparticle/QowJM0mzpLi4jyYMOpegKUJgEFE3CdWYNj1J84syySCNmzCpBj3fXulJ0G04Z5c7cKQZXbTuTNB.png)

You can add as many habits as needed, and CoachKit will automatically assign them once the client reaches that week.

To check your clients accountability to their daily habits take a look at the habits tab on the clients profile.

[

How to check clients habit accountability?

Steps to check client accountability for daily habits

](https://support.coachkit.co.uk/en/articles/126-how-to-check-clients-habit-accountability.md)

### Metrics & Measurements

Clients can update their **metrics & measurements** at any time, though they’re typically submitted through **daily or weekly check-in forms**. As data is entered in these forms, it is **automatically added to their profile** and can also be included in the **roadmap**.

To add **metrics & measurements** to the roadmap, select a **Metric or Measurement** column type. You can then select from the metrics & measurements available. This will include CoachKit defaults as well as any custom ones you have added.

![](https://staticfiles.gleap.io/ghelparticle/wmatnkJixJW9qCggLHiCqXpoOXzXBUWt6L79jv8cIpdkkknU7UskGgEEsU6yjfjPDYT5WAAkzrS.png)

To add your own custom metrics & measurements take a look at:

[

Can I create my own metrics & measurements?

Creating custom metrics & measurements

](https://support.coachkit.co.uk/en/articles/74-can-i-create-my-own-metrics-and-measurements.md)

After selecting an item, you can apply aggregations such as **average, max, or min** to analyse the data for that week.

![](https://staticfiles.gleap.io/ghelparticle/h5YHeGH5XzOCuLHHdWGkJYj5XVId1wB3qlnqhiIGUl9VbMOGYL32Bw3L2NnSQzN5AG81hbMwTbJ.png)

Click add and that metric or measurement will be added to your roadmap. Data will automatically be added once its available for that week.

![](https://staticfiles.gleap.io/ghelparticle/qPSVNUO8jXkekiEApXJMScj7sL49DDd5azFXYSnK6rWRyJ6w7OCu3SZAgLsSOtEFBzzukGyLPlr.png)

### Marco Targets

**Macro targets** allow you to set daily macro goals for your client each week, enabling you to **plan ahead** while CoachKit **automatically applies them to the client’s profile**.

To add a **macro target**, choose the **column type**, then either select from your **existing targets** or create a **new one**.

To create a brand new one click create new and give it a name e.g. training, rest etc.

![](https://staticfiles.gleap.io/ghelparticle/brujlAmgKD3WQMnBM90xNyevkKCkxMVZ8n8wKzfRfjyEB6cxn51NHJ6ovelQ4wCGSoFo6URdEwv.png)

This will create you a new macro column type with that given name.

![](https://staticfiles.gleap.io/ghelparticle/UZ0oXGgSyAIZAC10ClRVFsyFA876OB7T3FAB7P9EPt947cHT3EPIbMwf3HNuZen0IGkMyraZU6K.png)

Now we can start to define the macro nutrients for that macro target type by selecting the edit icon.

The following **modal** will appear, allowing you to set the **macro targets**. By default, these targets will be applied to the **entire roadmap**, but you can limit them to the **current week** by selecting the checkbox **"Apply to this check-in period only."**

![](https://staticfiles.gleap.io/ghelparticle/lRKlT2lOk9EHjkrt2gjqLb09StpCg3tTKANncC35Fjf7jDr6zF0T56cPiFeB6GBVyuxNctUCEd6.png)

![](https://staticfiles.gleap.io/ghelparticle/SVU3vtJS9gyeJ7RybVgnKI7WBOXOYClX23ToacCZ5UFTMWlwklAEpTzJCMWrR4iklecKyUsvwYu.png)

Just like habits, you can update or remove **macro targets** in the week you want them to change, and they will automatically adjust from that point forward.

![](https://staticfiles.gleap.io/ghelparticle/r8xv4VBWFJKdkOeftcpi0j3c8fXvc6nF1Runon7V9tNfx3cxPQWb9rRbPTqmybJga5ABSSSdkKs.png)

You can create as many **macro target types** as needed, such as **rest days, cheat days,** or any other custom targets. While most coaches use **training and rest days**, the system is fully flexible to suit your approach.

The **macro targets** you create can be assigned to your client's **nutrition schedule** or **diet plan**. Once assigned, they will **automatically adjust** as the weeks progress.

See the below guides for more details regarding nutrition schedule and macro targets with nutrition plans.

[

How do I assign a macro target to a day?

Assigning macro targets to a day

](https://support.coachkit.co.uk/en/articles/153-how-do-i-assign-a-macro-target-to-a-day.md)[

How do nutrition schedules work?

Nutrition schedule

](https://support.coachkit.co.uk/en/articles/165-how-do-nutrition-schedules-work.md)