How to Build a Product Roadmap in ClickUp

Using ClickUp to build a product roadmap lets you combine Asana-style templates with flexible views, timeframes, and priorities so every stakeholder understands what happens next and why.

This how-to guide walks you through creating a roadmap from scratch, mirroring the structure of popular Asana roadmap templates while taking advantage of powerful features in your workspace.

Step 1: Plan Your Roadmap Structure in ClickUp

Before you create anything, decide how your roadmap will be organized in ClickUp. The source article on Asana roadmap templates (see the original guide) emphasizes clarity, time horizons, and categories. You can mirror those ideas in your workspace.

First, define the core questions your roadmap should answer:

• What are the major initiatives or themes?
• When will each initiative happen (quarter, month, or release)?
• Who owns each initiative?
• How will you track status and dependencies?

Next, map each question to specific building blocks:

• Spaces or Folders for products, portfolios, or departments
• Lists for roadmaps by year, quarter, or release
• Tasks for individual initiatives, epics, or projects
• Subtasks for detailed work items

This high-level structure keeps your roadmap easy to scan while aligning with the consistent formats recommended in traditional roadmap templates.

Step 2: Create a Roadmap List in ClickUp

Now turn that structure into a working roadmap inside ClickUp.

1. Create a Folder dedicated to your product or team roadmap.

2. Add a new List named something like “Product Roadmap 2025.”

3. Set the default view to List or Board so you can quickly group tasks by status or timeframe.

Think of this List as the container that replaces a static spreadsheet or slide deck. Every new initiative you add as a task will roll up into this List and appear in different views.

Step 3: Add Roadmap Fields and Asana-Style Categories

Asana roadmap templates typically rely on columns for timeframes, status, and owners. You can recreate these directly with custom fields in ClickUp.

Create the following custom fields on your roadmap List:

• Timeframe (Dropdown) – e.g., Q1, Q2, Q3, Q4, or Now / Next / Later
• Initiative Type (Dropdown) – Feature, Infrastructure, Growth, UX, or Bug Fix
• Priority (Dropdown) – P0, P1, P2, P3
• Impact (Numeric or Dropdown) – to reflect value or effort
• Owner (User field) – for accountable leads

These fields allow you to filter and group your roadmap just like a template table while retaining the power of a dynamic project management system.

Using ClickUp Custom Fields for Roadmap Clarity

To keep your roadmap readable:

• Limit the number of custom fields on the main view.
• Place the most important fields (Timeframe, Priority, Owner) toward the left side of the view.
• Hide secondary fields and show them in detail view only.

This approach echoes the best practices explained for simplified roadmap layouts while remaining easy to update as work progresses.

Step 4: Add Initiatives as Tasks in ClickUp

With your structure and fields ready, start populating the roadmap.

1. Create a task for each initiative or epic. Use a clear, outcome-focused title.

2. Fill in custom fields so every initiative has a timeframe, type, priority, and owner.

3. Use subtasks to break down implementation work if needed.

4. Add descriptions that answer: Why are we doing this? What problem does it solve? How will we measure success?

As you enter items, your roadmap List becomes a single source of truth. Every team—product, marketing, design, engineering—can reference the same data instead of separate documents.

Tips for Naming Roadmap Tasks in ClickUp

To keep the roadmap easy to scan:

• Start titles with the outcome, not the feature label.
• Add a brief tag in square brackets, like [Mobile] or [Security].
• Use consistent wording, mirroring the naming patterns from structured roadmap templates.

This helps you quickly identify related initiatives when filtering or grouping by type or timeframe.

Step 5: Use ClickUp Views to Visualize the Roadmap

Asana roadmap templates are often shown as tables and simple timelines. You can replicate those visuals with different views inside ClickUp.

List View: Backlog and Prioritization

In List view, you get a “spreadsheet-like” look that resembles traditional Asana templates.

Configure List view by:

• Grouping by Timeframe or Status
• Sorting by Priority within each group
• Showing key custom fields as columns

This makes it easy to reorder work according to impact, deadline, or capacity.

Board View: Kanban-Style Roadmap in ClickUp

Board view turns your roadmap into a Kanban board so stakeholders can see initiatives move from idea to delivery.

Set columns to:

• Discovery
• Planned
• In Progress
• Released

Board view works best for conversations about current and near-term work while still connecting back to long-term roadmap tasks.

Timeline or Gantt View: Visual Time-Based Roadmap

For presentations, a time-based view is essential. In ClickUp, Timeline or Gantt view gives you a visual layout similar to a Gantt-like roadmap template.

To build it:

1. Switch to Timeline or Gantt view.

2. Ensure each roadmap task has a start and due date.

3. Group initiatives by Timeframe or Initiative Type.

4. Use color-coding based on type or priority.

Now you have a high-level visual roadmap that’s easy to share with executives and cross-functional partners.

Step 6: Align Teams Around Your ClickUp Roadmap

A roadmap only works if people use it. The original Asana roadmap templates article stresses clear communication; you can achieve this with collaboration tools built into your workspace.

To drive adoption:

• Pin the roadmap List or view in the Sidebar so it is easy to access.
• Mention teammates in comments when timelines or priorities change.
• Create a recurring task to review and update the roadmap each sprint or month.
• Use automations to update statuses or notify owners when tasks move stages.

When everyone knows where to look and how often it will be updated, the roadmap becomes a dependable reference instead of a static document that quickly goes out of date.

Step 7: Review, Optimize, and Share Your ClickUp Roadmap

Roadmaps should evolve as you learn from customers and metrics. Build a simple review cycle:

1. Monthly or quarterly review – Reassess priorities and timeframes.

2. Stakeholder syncs – Walk through the roadmapped initiatives using Timeline or Gantt view.

3. Retrospectives – Capture lessons learned on completed initiatives and link them in task comments or Docs.

For leadership and external stakeholders, export or present specific views, keeping discussions focused on outcomes, not task-level details.

Improving Your Roadmap Process Over Time

As your roadmap matures:

• Refine custom fields to match how your team truly plans and tracks work.
• Simplify views so each audience (executives, product managers, delivery teams) has a tailored perspective.
• Document your roadmap guidelines in a shared Doc and link it from the roadmap List description.

If you want expert help designing a roadmap system that supports your broader strategy, you can explore consulting resources such as Consultevo for guidance.

Next Steps: From Asana Templates to a Living ClickUp Roadmap

By combining the structured layout ideas from Asana roadmap templates with flexible views, custom fields, and collaboration features, you can create a living roadmap inside ClickUp that stays aligned with your product strategy and day-to-day delivery.

Use the steps above as your baseline, then iterate: add new views, refine categories, and evolve your fields as your team grows. Over time, your roadmap will transform from a static artifact into a dynamic, trusted guide for every initiative on your horizon.

Need Help With ClickUp?

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

Get Help

“`