10 February 2025

How to Create a Project Roadmap in Notion (Step-by-Step Guide)

A well-structured project roadmap is essential for managing tasks, setting deadlines, and ensuring efficient collaboration. Notion, a versatile productivity tool, offers powerful features to create, manage, and share project roadmaps with ease. This step-by-step guide will walk through the process of creating a project roadmap in Notion.

Why Use Notion for a Project Roadmap?

Notion provides a dynamic workspace that combines kanban boards, timelines, and task management in one place. Some key benefits include:

• Flexibility: Customize the roadmap to fit various workflows.
• Collaboration: Share and update project details in real-time.
• Integration: Connect notes, tasks, and databases for a streamlined approach.

Step-by-Step Guide to Creating a Project Roadmap in Notion

Step 1: Create a New Page

Begin by creating a new page in Notion:

1. Open Notion and navigate to the workspace where the roadmap will be created.
2. Click the “+ Add a page” button.
3. Give the page a relevant title, such as “Project Roadmap.”

Step 2: Select a Roadmap Layout

Notion offers multiple layout options to structure the roadmap, including:

• Table View: A structured format showcasing timelines, statuses, and priorities.
• Board View: A kanban-style board for tracking task progress.
• Timeline View: A Gantt-style layout for long-term planning.

To add a layout:

1. Click on “Database” when creating the page.
2. Select the preferred format, such as Table or Timeline.

Step 3: Add Key Properties

Customize the database by adding key properties to enhance the roadmap’s functionality:

• Task Name: Clearly define each task.
• Status: Create labels like “Not Started,” “In Progress,” and “Completed.”
• Priority: Assign priority levels such as “High,” “Medium,” or “Low.”
• Due Date: Track deadlines efficiently.
• Assignee: Assign responsible team members.

Step 4: Organize Tasks into Phases

Divide the project into different phases to maintain clarity. For instance:

• Planning Phase: Define objectives and allocate resources.
• Development Phase: Work on implementation and execution.
• Testing and Review: Evaluate progress and make necessary improvements.

Step 5: Customize the Roadmap View

To make the roadmap visually appealing and easy to navigate:

1. Apply filters to display only relevant tasks.
2. Group tasks based on priority or status.
3. Utilize color labels for better distinction.

Step 6: Add Dependencies (Optional)

Dependencies help in aligning tasks based on prerequisites:

1. Create a new “Relation” property.
2. Link dependent tasks to their respective parent task.

Step 7: Share and Collaborate

Once the roadmap is ready, share it with team members:

1. Click on the “Share” button.
2. Adjust sharing permissions based on organization needs.
3. Allow editing capabilities for relevant contributors.

Tips for Maintaining a Project Roadmap

• Regularly update statuses to reflect current progress.
• Reassess task priorities based on project developments.
• Leverage Notion’s reminders and integrations for efficiency.

FAQ

Can Notion automatically update a project roadmap?

Notion does not auto-update based on task completion but supports manual updates and integrations with third-party automation tools.

Is Notion’s project roadmap suitable for large teams?

Yes, Notion is highly scalable and allows teams of any size to collaborate effectively through shared workspaces.

Can I import an existing project roadmap into Notion?

Yes, Notion supports importing data from platforms like Trello, Asana, and CSV files.

Does Notion offer templates for project roadmaps?

Yes, Notion provides customizable templates that can speed up the process of setting up a project roadmap.

Can I use Notion’s project roadmap offline?

Yes, Notion allows offline access to previously loaded pages, but updates will sync once back online.