Roadmap template

This Roadmap template is an easy-to-use, flexible and centralised solution to plan, track and communicate your product and project roadmap. Capture the essentials in one place—initiative names, descriptions, owners, dates, status, priority, budget and phase—then connect Work Breakdown Structure (WBS) tasks and key milestones for a complete, real-time picture of delivery. Simply edit and adapt to suit your team’s workflow and governance needs.

Use a Timeline or Calendar Screen to view initiatives by start, target end or milestone dates, or a Board Screen to visualise items by status or phase (e.g. Initiation, Planning, Execution, Monitoring & Control, Closure). Configure Workflows for real-time notifications—such as milestones due in the next week, tasks slipping into “Delayed”, or projects that need input—so stakeholders stay aligned without manual chasing.

Understanding roadmapping

Roadmapping sounds simple: lay out what you’re doing and when. In practice, prioritising initiatives, sequencing work, tracking milestones and keeping stakeholders informed can be tricky—especially as scope, resources and dependencies evolve.

At its core, an effective roadmap is a centralised list of initiatives, each with clear objectives, timelines and ownership. Underpinning those initiatives are WBS tasks with accountable people (RACI), progress percentages and effort. Layer in milestones and you have crisp checkpoints that make progress visible and decisions easier.

Why this matters is straightforward: alignment and predictability. A living roadmap helps teams coordinate, surface risks early, and communicate trade-offs with data instead of guesswork. It supports portfolio-level visibility while giving delivery teams the detail they need to execute.

To work, your roadmap must be current, structured and accessible. That means standard fields, repeatable views and lightweight reporting—so anyone from execs to contributors can see what’s planned, what’s in progress and what’s done. Gridfox makes this simple.

Gridfox is here to facilitate roadmapping of the highest level.

Why Gridfox Roadmap?

We pride ourselves on making Gridfox intuitive and accessible for everyone. Our Roadmap template embodies that ethos. Load it and you’ll find a project-ready model with preset tables—Projects, WBS Tasks, Milestones and Clients—plus common fields like status, priority, budget, phase and dates, so you can start roadmapping immediately.

What makes this template especially useful is its adaptability. Unlike rigid tools, Gridfox lets you tailor lists (e.g. phases, cost type), add relationships (e.g. consulted vs informed stakeholders) and extend screens or dashboards as your process matures. Nothing is set in stone—scale from a single product roadmap to a multi-project portfolio without rework.

As you become more comfortable, you can introduce additional filters, dashboards and automation for granular reporting and proactive alerts. Whether you need a high-level strategic roadmap or a delivery-focused plan tied to milestones and tasks, Gridfox has you covered.

Here’s a breakdown of some of our key roadmap template features.

The Breakdown

• Projects, WBS & Milestones (with filters): Use the Projects table to store names, descriptions, start/target/actual end dates, status, priority, budget, phase, cost type, project manager and client. Break work down with WBS Tasks (parent–child structure, assigned and RACI roles, status, priority, progress %, effort, due dates) and anchor progress with Milestones (target/achieved date, status, related task). Filters provide instant visibility—view by phase, delayed items, needs input, or projects closing this quarter—so portfolio reviews are effortless.
• Dashboard: Get an actionable overview with charts showing projects by phase and status, milestone burn-up, and workload by owner. Pair charts with mini-grids to highlight at-risk initiatives (e.g. overdue milestones, zero progress, budget-heavy projects). Dashboards turn your roadmap into an executive summary and a delivery cockpit in one place.
• Board & Calendar: Organise initiatives on a colour-coordinated board by status or phase to see throughput at a glance, then plan delivery using a calendar of key dates across projects and milestones. Drag-and-drop updates keep the roadmap current, while saved views make stakeholder updates fast and consistent.

Find the Roadmap template in the Gridfox Templates gallery.

Who’s going to love it?

Anyone who needs to build and communicate a roadmap with confidence. Product managers, project managers, PMOs, engineering leads, marketing teams, agencies and client services all benefit from a single source of truth for initiatives, tasks and milestones.

If you need clarity on what’s planned, what’s in progress and what’s at risk—plus who’s responsible and when it’s due—this template will fit right in. It supports everything from quarterly planning to cross-team delivery, keeping stakeholders consulted and informed.

Think of this template as the leg-up from scattered slides and spreadsheets to a disciplined, auditable roadmap that adapts as priorities change.

Ready to level up your planning? Install the Roadmap template from the templates gallery.