How to Build a Visual Roadmap in ClickUp
A Roadmap in ClickUp helps you see your project plans on a timeline so you can align teams, track progress, and communicate priorities clearly.
This how-to guide walks you step by step through setting up, customizing, and sharing a Roadmap view based on the official ClickUp Roadmap feature.
What is a Roadmap in ClickUp?
The Roadmap view in ClickUp is a visual, time-based overview of work items. It’s designed to show how tasks and initiatives are scheduled over weeks, months, or quarters.
With a Roadmap you can:
- Display tasks as timeline bars across a calendar
- Summarize epics, projects, or goals in a single view
- Use filters and groups to focus on specific work
- Share a clean, high-level schedule with stakeholders
This guide is based on the official help article available at ClickUp Roadmap documentation.
Where Roadmap Lives in ClickUp
Roadmap is a type of view you add to a location in ClickUp, such as a Space, Folder, or List. Each Roadmap view reads from the tasks stored in that location and displays them in a visual timeline format.
You can create multiple Roadmap views and configure each one differently for different stakeholders, projects, or time horizons.
How to Create a Roadmap View in ClickUp
Follow these steps to add a Roadmap to your Workspace.
Step 1: Open the Right Location in ClickUp
- In the sidebar, select the Space, Folder, or List that holds the tasks you want on your Roadmap.
- Make sure you have the necessary permissions to create views in this location.
Step 2: Add a New Roadmap View
- At the top of the page, click the + View button.
- From the view types, choose Roadmap. The name may appear alongside other views, like List, Board, or Gantt.
- Optionally rename the view to something meaningful, such as “Product Roadmap Q4”.
- Click Add View to create it.
The new Roadmap view will load and display tasks from the chosen location on a timeline.
Configure What Appears on Your ClickUp Roadmap
Once you have created the view, use filters and settings in ClickUp to refine which tasks and fields appear on your Roadmap.
Filter Tasks on the Roadmap
Use filters to narrow the tasks that show on the timeline:
- Status filter: Show only open, in progress, or specific workflow stages.
- Assignee filter: Display work owned by particular team members.
- Tag or Custom Field filters: Focus on initiatives, themes, or priority levels.
Adjusting filters lets you switch between a broad portfolio Roadmap and a focused team-level Roadmap without changing the underlying tasks in ClickUp.
Choose Time Range and Zoom Level
The Roadmap view timeline can be displayed in different scales. Common options include:
- Weeks for sprint-level planning
- Months for quarterly planning
- Quarters for long-term strategic planning
Use the zoom controls to change how much time appears onscreen. This makes it easier to review near-term work or long-range plans at a glance.
Group and Sort Items on Your ClickUp Roadmap
Roadmap supports grouping and sorting settings similar to other ClickUp views.
Typical group options include:
- By status to see progress stages on the timeline
- By assignee to visualize workload across team members
- By List or Folder to organize initiatives by project or product area
Sort options can help you order tasks by priority, start date, or custom fields that matter to your planning process.
Customize Task Details on a ClickUp Roadmap
Every task bar on a Roadmap in ClickUp can display extra details to support better planning conversations.
Show or Hide Fields
Use the view settings to control which fields appear on the task bars:
- Task name
- Dates (start and due date)
- Assignees
- Priority
- Custom fields such as theme, initiative, or OKR
Showing only the essential information keeps your ClickUp Roadmap clear and easy to read.
Adjust Dates and Dependencies
On many Roadmap timelines in ClickUp you can interact directly with the bars:
- Drag the ends of a bar to move start or due dates
- Drag the entire bar to shift work along the calendar
- Review dependencies that might impact scheduling in other views like Gantt
Use these interactions to quickly update high-level plans without editing each individual task dialog.
Use ClickUp Roadmap for Stakeholder Communication
Roadmaps are especially powerful when shared with stakeholders who need a simple overview of what is happening and when.
Share the Roadmap View
Depending on your ClickUp plan and permissions, you can:
- Share the Roadmap view with specific people or teams inside your Workspace
- Adjust view-level permissions so others can view, comment, or edit
- Use sharing options to present the Roadmap during planning meetings
Because Roadmap is a live view, any updates to tasks in ClickUp automatically appear in your visual plan.
Present and Export Information
During review sessions, use the Roadmap to:
- Highlight milestones and key deliverables
- Discuss risks and scheduling trade-offs
- Align on priorities for upcoming periods
For more advanced reporting or historical documentation, you can complement the Roadmap view with other ClickUp views, dashboards, or integrations.
Tips for Effective Planning with ClickUp Roadmap
- Keep tasks high-level: Use epics or large initiatives, not every small subtask, for a clean Roadmap.
- Standardize dates: Make sure tasks have consistent start and due dates so they display correctly.
- Use consistent custom fields: Label work by product, theme, or objective for easier filtering.
- Maintain one source of truth: Avoid duplicate planning spreadsheets; rely on ClickUp for live data.
Advanced Help for Optimizing ClickUp
If you need expert help configuring Roadmaps, custom fields, and workflows, consider working with a ClickUp-focused consultancy. For example, you can explore implementation and optimization services at Consultevo.
Learn More About Roadmap in ClickUp
This guide summarizes how to create and use a Roadmap view in ClickUp. For the most current, detailed feature reference and plan-specific availability, review the official documentation at ClickUp Roadmap help center article.
By setting up a well-structured Roadmap in ClickUp, you can keep teams aligned, see timelines clearly, and adapt plans quickly as priorities change.
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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