How to Build a Product Roadmap in ClickUp Using Miro Templates

ClickUp gives product teams a powerful workspace to turn ideas into an executable roadmap, especially when you start from visual planning tools like Miro. This how-to guide walks you through using Miro roadmap templates and transforming them into a structured, trackable product roadmap workflow inside ClickUp.

The process below is based on the roadmap best practices described in the Miro roadmap templates guide, adapted into clear implementation steps you can follow.

Step 1: Understand What a Roadmap Should Do in ClickUp

Before building anything, define what you want your roadmap to achieve inside ClickUp. A roadmap is not just a list of tasks; it is a communication and alignment tool.

From the source guide, effective roadmaps share three traits:

• Clear timeframes: What you will deliver and roughly when.
• Shared priorities: Why each initiative matters and how it supports business goals.
• Stakeholder visibility: A view that everyone can understand at a glance.

In ClickUp, this means you will map high-level roadmap items into spaces, folders, lists, and tasks with fields that capture:

• Initiative or epic name
• Owner or team
• Time horizon or quarter
• Status and progress
• Dependencies and risks

Step 2: Choose the Right Miro Roadmap Template

The original article explains that different roadmap templates support different needs. Choose the Miro board that best mirrors how you want to structure work in ClickUp.

Common roadmap types you can model include:

• Product roadmap: High-level product features, epics, and releases over time.
• Release roadmap: Specific launches or increments mapped to dates.
• Portfolio roadmap: Several products or teams aligned under one strategy.
• Technology roadmap: Infrastructure, architecture, or platform initiatives.
• OKR roadmap: Objectives, key results, and key initiatives by quarter.

When you select a template in Miro, ensure that its lanes and columns can be translated directly into the hierarchy and fields you plan to use in ClickUp.

Step 3: Structure Your Roadmap Hierarchy in ClickUp

Once you know which Miro layout you are using, design your roadmap hierarchy in ClickUp so that the structure remains clear as you move from visual planning to execution.

Recommended ClickUp hierarchy for product roadmaps

• Space: Product or portfolio (for example, “Product Roadmap”)
• Folder: Year or strategic theme (for example, “2026 Roadmap”, “Growth Experiments”)
• List: Quarter, release, or high-level stream (for example, “Q1”, “Mobile App”)
• Task: Epic, initiative, or major feature
• Subtask: User stories, tickets, or detailed work items

This mirrors the way Miro roadmap templates often group work by swimlanes and time periods. When you later review the roadmap in ClickUp views, this hierarchy will keep everything scannable and easy to filter.

Essential custom fields in ClickUp

Based on the roadmap patterns in the source article, consider adding custom fields like:

• Roadmap Type: Product, tech, marketing, operations
• Quarter / Time Horizon: Now, Next, Later or Q1–Q4
• Impact or Priority: High, Medium, Low
• Effort Estimate: S, M, L, XL or story points
• Owner: Single or multiple assignees

These fields help you recreate the visual tags and groupings of a Miro roadmap inside ClickUp.

Step 4: Translate Miro Roadmap Items into ClickUp Tasks

With your structure in place, convert each roadmap item from Miro into actionable work units inside ClickUp.

1. Capture initiatives from the Miro roadmap

1. Open your chosen Miro roadmap template.
2. Identify each card or sticky that represents a significant initiative or epic.
3. Group cards by time period or lane (for example, Now/Next/Later or by product area).

These grouped cards will become tasks in your ClickUp lists.

2. Create matching lists and tasks in ClickUp

1. In your ClickUp Space, create a folder and lists that reflect the Miro columns or timeframes.
2. For each initiative in Miro, create a task with:

• Title that matches the Miro card
• Description summarizing the goal and success metrics
• Custom fields for time horizon, impact, and owner
• Tags reflecting themes or product areas

Where Miro clusters several items under one bigger card, create a parent task in ClickUp and add subtasks for each smaller activity.

3. Add detail and context from the Miro board

The source article emphasizes context, not just lists of work. To keep that context available in ClickUp:

• Paste key notes or assumptions from Miro directly into task descriptions.
• Attach exported Miro board images or links to the original board.
• Use comments to record decisions that were made while planning in Miro.

Step 5: Build Visual Roadmap Views in ClickUp

Miro roadmap templates are strong at visualization. To keep that clarity, configure multiple views in ClickUp so your data behaves like a live roadmap, not a static plan.

Create a ClickUp Board view

Use a Board view when you want to mimic the Kanban-style columns from Miro.

1. Open your roadmap list or folder.
2. Add a new Board view.
3. Group by status, or by a custom field such as “Quarter” or “Time Horizon”.
4. Sort by priority so the most impactful items rise to the top.

This gives product managers and teams a high-level flow similar to sticky notes moving across Miro columns.

Create a ClickUp Timeline or Gantt view

To visualize when roadmap items will happen:

1. Add start and due dates to your roadmap tasks.
2. Create a Timeline or Gantt view at the folder or space level.
3. Group by list or assignee to show who owns what and when.

Timeline and Gantt views turn your qualitative Miro roadmap into a date-aligned, dependency-aware plan in ClickUp.

Use ClickUp List views for prioritization

List views with filters and sorting help you shift from strategy to execution quickly.

• Filter by quarter or time horizon.
• Sort by impact and effort to run simple prioritization frameworks.
• Save filtered views for different stakeholders, such as leadership or engineering.

Step 6: Align Stakeholders Around the ClickUp Roadmap

The original Miro roadmap templates are designed for collaboration sessions. Once the roadmap is in ClickUp, continue that collaboration with in-app tools.

Share roadmap views in ClickUp

• Create dedicated roadmap dashboards for leadership with widgets for progress, status, and upcoming releases.
• Share read-only views with stakeholders who only need visibility.
• Pin your key roadmap views so they are easy for the team to find.

Use comments and @mentions

Instead of updating static slides, use ClickUp comments directly on roadmap tasks:

• @mention owners to confirm scope, risks, or timelines.
• Attach design files, specs, or Miro snapshots as the work evolves.
• Log decisions so every change in direction is traceable.

Step 7: Keep Your ClickUp Roadmap Updated

A roadmap only works if it stays current. The source article highlights ongoing review and adaptation as key to roadmap success. Bring that same habit into your ClickUp setup.

Run regular roadmap reviews in ClickUp

• Weekly or bi-weekly: Review active initiatives and status changes.
• Monthly: Revisit priorities and time horizons based on new information.
• Quarterly: Align roadmap lists with updated goals or OKRs.

During these reviews, update fields, dates, and owners so your roadmap reflects reality, not just past intentions.

Use automation to reduce manual updates

Set up ClickUp automations that:

• Change status when tasks move between lists.
• Notify owners when due dates are approaching.
• Update a “Last Reviewed” custom field when status changes.

This keeps the roadmap fresher with less manual effort.

Bonus: Combine ClickUp With Expert Product Ops Support

If you want help designing robust product operations around your new roadmap workspace, you can explore specialized consulting services such as Consultevo, which focuses on scalable systems and workflows.

By pairing Miro for collaborative discovery and ClickUp for structured delivery, you create a seamless pipeline from high-level product vision to day-to-day execution, all while giving stakeholders a live, reliable roadmap view.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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