How to Build a Product Roadmap in ClickUp

ClickUp can be used to create clear, visual product roadmaps that follow the same structure and best practices found in popular Miro roadmap templates. This guide walks you through each step to set up a roadmap space, organize work, and keep priorities visible for your team.

The process below is inspired by the roadmap patterns, categories, and visualization methods described in the original Miro roadmap template overview on the ClickUp blog.

Step 1: Understand Roadmap Types Before Building in ClickUp

Before you configure views and fields in ClickUp, decide which roadmap style best fits your team. The source article compares several options you can mirror in your workspace.

• Flexible, low-structure roadmaps: Useful early on when priorities shift quickly and you only need high-level visibility.
• Feedback-based roadmaps: Designed around user requests, discovery, and validation, with a clear path from insight to implementation.
• Outcome-based roadmaps: Focus on goals and measurable results (e.g., activation, retention, revenue) instead of just features.
• Team-specific roadmaps: Dedicated to engineering, design, or marketing so each team sees their slice of the plan.
• Portfolio or company-level roadmaps: Summaries of multiple products or streams that leadership can quickly scan.

Identify which model you need first. That choice will determine how you configure lists, custom fields, and views inside ClickUp.

Step 2: Set Up a Product Roadmap Space in ClickUp

Next, create a dedicated home for roadmap work in ClickUp so initiatives are separated from daily task noise.

1. Create a Space: Add a Space named “Product Roadmap” or “Strategy & Roadmap.” This becomes the high-level container for your plans.

2. Add Folders for roadmap types: Depending on your approach, you might create folders like:

   • Product Initiatives
   • Customer Feedback
   • Quarterly Outcomes
   • Team Roadmaps (Engineering, Design, Marketing)

3. Create Lists for time or themes: Within each folder, add lists that match how you organize roadmaps, for example:

   • Q1, Q2, Q3, Q4
   • Now, Next, Later
   • Discovery, Validation, Delivery

This structure mirrors the time-based and stage-based swimlanes demonstrated in the Miro product roadmap templates on the original article at ClickUp’s Miro roadmap template guide.

Step 3: Add Custom Fields in ClickUp for Roadmap Clarity

Custom fields in ClickUp help you translate the visual labels and tags shown in a Miro board into structured, filterable data.

Consider adding these custom fields to roadmap lists:

• Initiative Type: Feature, Experiment, Tech Debt, Improvement.
• Customer Impact: Low, Medium, High.
• Effort / Complexity: T-shirt sizes (S, M, L, XL) or numeric estimates.
• Stage: Idea, Discovery, Validated, In Progress, Released.
• OKR or Goal Link: Use relationships or custom fields to connect to higher-level objectives.

These fields align with the categories and swimlanes you would draw visually in a roadmap whiteboard, but in ClickUp they become sortable and reportable.

Step 4: Create a Timeline Roadmap View in ClickUp

To mimic the traditional time-based Miro roadmap, build a timeline or Gantt-style view in ClickUp so stakeholders see when work is planned.

1. Assign dates to initiatives: Add start and due dates to high-level tasks or epics representing roadmap items.

2. Create a Timeline or Gantt view: In your roadmap list or folder, add a new view using the Timeline or Gantt option.

3. Group by key field: Group cards by Initiative Type, Team, or Stage to visually separate work streams.

4. Use colors for quick scanning: Apply color by status or custom field so themes stand out, similar to colored rows or columns in a Miro board.

With this configuration, executives can scan one ClickUp view to understand how work is spread across months or quarters.

Step 5: Build a Kanban Discovery-to-Delivery Flow in ClickUp

One of the templates in the source article focuses on a flow from idea to delivery. You can replicate this easily with a ClickUp Board view.

1. Define workflow stages: Create statuses that match your product development stages, such as:

   • Idea
   • Research
   • Validation
   • Design
   • Development
   • Launch
   • Measurement

2. Create a Board view: Use a Board view grouped by Status to mirror a left-to-right discovery-to-delivery flow.

3. Convert ideas into tasks: Add cards for each idea or opportunity and drag them across columns as they progress.

4. Attach evidence: Use comments, attachments, and links to discovery docs to store context directly on each task.

This approach keeps the product engine transparent while taking advantage of ClickUp’s workflow tracking instead of relying only on a static whiteboard.

Step 6: Use ClickUp Docs for Roadmap Narratives

The article emphasizes context around a roadmap: why choices were made and how they tie to goals. In ClickUp, you can capture that narrative with Docs.

• Create a Roadmap Brief Doc: Summarize the product vision, target users, and outcomes for the current period.
• Link tasks from the Doc: Use task mentions to connect key initiatives to their detailed tasks or epics.
• Embed views: Add embedded list or board views inside the Doc so stakeholders see live roadmap data next to the explanation.

This combination of Docs and tasks helps you deliver both a visual roadmap and the story behind it in one place within ClickUp.

Step 7: Align Teams with ClickUp Roadmap Views

Team-specific Miro templates highlight work for engineering, design, marketing, and other groups. You can mirror this specialization with filtered ClickUp views.

1. Create filtered views per team: For each team, build a List or Board view filtered by a Team or Owner custom field.

2. Save as a public view: Make sure team views are visible to everyone who needs them.

3. Use tags and statuses: Apply tags like “Eng”, “Design”, or “Growth” so you can quickly filter roadmap items.

4. Add dashboards: Build simple dashboards with widgets for each team, pulling roadmap data from your ClickUp lists.

This separation maintains a single roadmap source of truth while letting each team see only what matters to them.

Step 8: Review and Update Your ClickUp Roadmap Regularly

The value of any roadmap comes from keeping it current. In the source article, recurring reviews and adjustments are a key theme, and you should mirror that rhythm in ClickUp.

• Schedule recurring reviews: Use recurring tasks for monthly or quarterly roadmap check-ins.
• Update statuses and dates: At each review, move items across stages, adjust timelines, and close completed initiatives.
• Reprioritize with custom fields: Modify Impact, Effort, or Priority fields as new insights arrive from customers and market signals.
• Communicate changes: Mention stakeholders in comments or send updates through ClickUp notifications so everyone is aligned.

Consistency ensures your ClickUp roadmap accurately reflects what the team is truly focused on.

Extra Help: Strategy Support Beyond ClickUp

If you need support designing your product strategy, roadmap hierarchy, or workspace architecture around ClickUp, you can also work with external consultants. For example, firms like Consultevo specialize in workflow and tooling optimization for product teams.

Start Translating Miro Roadmaps into ClickUp

The Miro roadmap templates featured in the original ClickUp blog provide strong visual models for planning by time, outcome, and team. By recreating those structures with spaces, lists, views, and custom fields, you gain a living roadmap that is always connected to real work.

Use this guide as a blueprint: choose a roadmap style, build a focused workspace, configure fields, and add visual views that match your chosen template. With a few deliberate steps, ClickUp becomes a powerful hub for planning, tracking, and communicating your entire product roadmap.

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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