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Mar 3, 2025

Mar 3, 2025

Mar 3, 2025

How to Make a Project Roadmap Plan in Notion

How to Make a Project Roadmap Plan in Notion

Learn how to make a project roadmap in Notion to map your tasks, milestones, and goals clearly—stay organised and boost productivity with ease.

how to create a project roadmap in Notion
how to create a project roadmap in Notion
how to create a project roadmap in Notion

Planning a project without a roadmap is like trying to find your way through a corn maze blindfolded – technically possible, but why put yourself through that? Notion comes to the rescue as your digital machete, helping you cut through the confusion and map out a clear path to project success.

Creating a project roadmap in Notion helps you visualize your entire project journey – from start to finish – with all the important milestones, tasks, and timelines in one tidy place. You can think of it as your project's GPS. Except it won't annoyingly recalculate when you take a wrong turn or speak to you in that judgmental robot voice.

With Notion's flexible templates and customizable features, you can craft a roadmap that fits your specific needs. Whether you're managing a team of fifty or just trying to organize your personal goal of finally learning to bake something that doesn't set off the smoke alarm, Notion keeps everything connected.

Your goals, documentation, and responsibilities all live together in perfect harmony – like the roommates you wished you had in college.

Getting Started with Notion

Before diving into roadmap creation, you'll need to get comfortable with Notion's interface. The good news? It's about as complicated as figuring out why your cat stares at empty walls.

Choosing the Right Template

Let's face it, starting from scratch is overrated. Notion offers several templates that will save you from the dreaded blank page syndrome.

To find these treasures:

  1. Click the + New Page button in your sidebar

  2. Select Templates from the dropdown

  3. Browse the Project Management section

You'll find pre-made roadmap templates that are basically training wheels for your planning journey.

Some popular options include:

Project Tracker

Product Roadmap

Team Tasks

Don't see what you need? You can always import templates from the Notion community gallery. Think of it as borrowing someone else's homework, except it's totally allowed and encouraged. These templates come with predefined structures that you can customize without needing a PhD in Notion-ology.

Understanding Notion's Workspace

Notion's workspace is like your digital living room – except you can actually keep it organized. The interface consists of:

Sidebar: Your navigation hub (no GPS required)

Workspace: Where the magic happens

Blocks: The building blocks of your content

You can create pages within pages like some sort of digital inception. Each page can contain different types of content blocks including text, tables, kanban boards, and calendars.

The beauty of Notion is its flexibility. Don't like how something looks? Drag it somewhere else! Need to change a table to a list? Just transform it with a click. It's like having digital Play-Doh that actually serves a purpose.

Your workspace can be shared with team members too, so everyone can contribute to your roadmap without sending 42 emails back and forth.

Crafting Your Project Roadmap

Building a project roadmap in Notion is like planning an epic adventure, except instead of dragons you'll face deadlines! Let's dive into how you can create a roadmap that keeps everyone on track without causing collective migraines.

Setting Project Goals and Objectives

Start by asking yourself: "What am I trying to accomplish here?" Your project goals are the North Star guiding your entire journey.

In Notion, create a dedicated section at the top of your roadmap for these objectives.

You can use a simple table with columns like "Goal," "Success Metric," and "Priority." This makes your objectives crystal clear and measurable.

Remember, vague goals like "make things better" are about as useful as a chocolate teapot. Instead, try "Increase customer satisfaction by 15% by Q4."

Your objectives should connect directly to your organization's bigger mission. This way, when someone asks, "Why are we doing this again?" you'll have an answer that doesn't involve shrugging dramatically.

Defining Project Scope and Milestones

Your project scope is basically telling everyone, "Here's what we're doing... and more importantly, what we're NOT doing." This prevents the dreaded scope creep that turns 2-week projects into never-ending sagas.

In Notion, create a timeline view to plot your milestones. These are your major checkpoints that mark significant progress in your journey.

Good milestones might include:

Prototype completed (March 15)

User testing finished (April 10)

First version launched (May 1)

Each milestone should feel like a mini-celebration point! They're the pit stops where you can refuel with coffee and high-fives before continuing onward.

Organizing Tasks and Responsibilities

Now for the nitty-gritty details! Break down your roadmap into actionable tasks that move you toward those milestones.

In Notion, you can create a linked database for tasks with properties like:

⏰ Due date

👤 Assignee

🔄 Status (Not Started, In Progress, Complete)

🔥 Priority

Group your tasks by milestone or team member to keep everything organized. Nothing creates confusion faster than a task orphaned from its purpose!

Don't forget to clearly assign responsibilities. When everyone knows exactly what they're accountable for, the "I thought someone else was doing that" excuse vanishes like magic!

Enhancing Roadmap Functionality

Once you've got your basic roadmap in place, it's time to jazz it up with some advanced features. Notion lets you transform a plain roadmap into an interactive command center that would make even NASA jealous.

Making Use of Notion's Flexibility

Remember that old saying, "When life gives you lemons, make lemonade"? Well, when Notion gives you flexibility, make a kick-butt roadmap!

You can view your roadmap in multiple ways without creating duplicate content. Feeling like a calendar person today? Switch to calendar view! More of a Kanban enthusiast? There's a view for that too!

Want to impress your boss? Try creating custom views for different stakeholders.

Your developers can see technical details while executives see only high-level milestones. It's like having multiple personalities, but in a professionally acceptable way!

Pro tip: Create a "Public" view that hides sensitive information when sharing with clients. They don't need to know about all those panic meetings scheduled before deadlines.

Integrating Databases and Custom Fields

Custom fields in Notion are like toppings at an ice cream shop - the more you add, the more exciting things get!

You can tailor your roadmap with fields like:

🚦 Status indicators (On Track, Delayed, Someone Please Help!)

🔄 Progress percentages (for the mathematically inclined)

👥 Team member assignments (a.k.a. who to blame)

🏆 Priority levels (from "Meh" to "OMG Do It Now!")

Link your roadmap database to other Notion databases for extra magic. Connect to your project documentation, meeting notes, or even that collection of motivational quotes you'll need when deadlines approach.

By integrating databases, you create relationships between your roadmap items and everything else. It's like LinkedIn for your project components!

Managing Timelines and Tracking Progress

Time management in Notion is like herding cats - chaotic but totally possible with the right tools. You can visualize your project's journey and keep tabs on whether you're actually getting things done or just pretending to be productive.

Creating a Dynamic Project Timeline

Ever tried explaining your project schedule with hand gestures? Not fun.

In Notion, you can create an actual visual timeline that even your boss will understand. Start by setting up a database with key fields like task names, due dates, assignees, and status.

Click that magical "Timeline view" button to transform your boring list into a colorful roadmap of deadlines and dreams.

Your tasks will appear as bars stretched across time – the longer the bar, the longer you procrastinated before starting.

You can drag these timeline bars around when inevitably something gets delayed. No judgment here!

Color-code them based on priority or status to make it obvious which fires need extinguishing first.

Monitoring Progress with Metrics and Views

Nothing says "I'm adulting at work" like tracking your progress with actual metrics.

Notion lets you create custom properties to measure completion rates, time spent, or how many coffee breaks each task required.

Try these views to avoid project amnesia:

Calendar view: See what's due when (and panic accordingly)

Board view: Drag tasks through stages like "To Do," "In Progress," and "Done-ish"

Gallery view: For the visually inclined who need pretty pictures

Create filtered views to focus on overdue items or specific team members' tasks.

"Hey Bob, I noticed all your tasks are mysteriously still in 'To Do' after three weeks." The data doesn't lie!

Use progress bars or simple checkboxes to give yourself that dopamine hit when marking things complete.

Nothing beats the satisfaction of watching your project timeline gradually fill with green completion markers.

Fostering Collaboration and Transparency

Notion transforms your roadmap from a boring solo mission into a fun team adventure. With the right setup, your project roadmap becomes the digital campfire where team members gather to share ideas and keep everyone in the loop.

Encouraging Team Collaboration

Ever tried herding cats? That's what managing a team without good collaboration tools feels like!

In Notion, you can tag team members in comments to make sure they don't miss important updates. Just type "@" followed by their name, and boom—they're notified faster than you can say "Did you get my message?"

You can also create designated discussion areas within your roadmap where team members can:

Share bright ideas (or questionable ones—we don't judge!)

Ask questions without fear of looking silly

Vote on feature priorities (democracy in action!)

Comments in Notion stick with the items they relate to, so you'll never again have to play detective to figure out which conversation went with which task. Your future self will thank you!

Maintaining Transparency with Stakeholders

Nothing makes stakeholders more nervous than being kept in the dark.

It's like that feeling when someone whispers in a room and then goes quiet when you walk in. Awkward!

Notion's public roadmap templates let you share progress with stakeholders without flooding their inboxes with updates they'll never read. You can:

Create different views for different stakeholder groups

Set up a status dashboard showing what's cooking in each project phase

Use color coding to visually communicate priorities (red for "hair on fire" urgent, green for "we're cool" on track)

Consider adding a "Recently Shipped" section to showcase wins. It's the digital equivalent of a victory dance, and everyone loves seeing progress!

Remember to control access permissions so stakeholders see what they need without getting lost in the technical weeds. You want them informed, not overwhelmed!

Streamlining Task Management

A well-organized task management system is the engine that keeps your roadmap running smoothly.

Notion offers powerful tools to wrangle those pesky tasks and prevent them from multiplying like rabbits when you're not looking.

Utilizing Kanban, Lists, and Task Dependencies

Kanban boards in Notion are like digital sticky notes without the annoying residue or that one coworker who steals all the good colors.

Create columns like "Not Started," "In Progress," and "Done" to visualize your workflow.

You can drag tasks across the board while making triumphant sound effects at your desk.

List views offer a more traditional approach for the "I make lists for my lists" type of person. Both views use the same database, so switch between them depending on your mood or caffeine level.

Task dependencies in Notion require a bit of creativity. Create a "Blocked By" relation property to link tasks that can't start until others finish.

It's like playing task dominoes, but with fewer tiny pieces to step on in the middle of the night.

Assigning Tasks and Due Dates

Assigning tasks in Notion is easier than deciding where to eat lunch with indecisive friends.

Add an "Assignee" property to your task database and select team members from a dropdown.

For extra organizational points, create views filtered by assignee so everyone sees their personal doom-scroll of responsibilities.

Due dates keep your project from entering the procrastination danger zone.

Add a "Date" property to each task and watch as the approaching deadlines create a healthy sense of panic.

Pro tip: Use Notion's "Board by Person" template to automatically group tasks by assignee. This creates a visual accountability system without the awkwardness of sending "just checking in" messages every hour.

Finessing Your Setup

Once you've got the basic roadmap in place, it's time to add some pizzazz and make it truly yours.

Think of this as the difference between a plain vanilla ice cream and one with sprinkles, hot fudge, and a cherry on top!

Customizing Views and Drag-and-Drop Features

Let's face it, staring at the same view all day is about as exciting as watching paint dry.

Spice things up by toggling between different views in Notion! You can switch from a Kanban board to a calendar view faster than your boss can say "where's that project update?"

The Timeline view is perfect for visualizing project duration. It's like having your very own Gantt chart without the headache of complicated software.

Drag-and-drop in Notion is so satisfying you might find yourself moving tasks around just for fun.

Simply grab that pesky task that's been haunting you and drop it into the "Done" column. The dopamine hit is better than chocolate!

Pro tip: Color-code your projects or tasks. Nothing says "urgent" like a bright red label that screams "do me first!" at you every time you open your roadmap.

Iterating with Feedback Loops and Documentation

Feedback is like a gym membership – useless unless you actually use it.

Create a dedicated section in your roadmap for team comments. You can even add reaction emojis to feedback because nothing says "I strongly disagree" like a strategically placed 🙄 emoji.

Don't let your documentation gather digital dust! Link relevant docs directly to roadmap items so your team doesn't have to play detective to find information.

Set up automated reminders for feedback sessions.

Nothing keeps a project on track like the gentle (or not-so-gentle) nudge of an automated ping saying "Hey! Remember that thing you promised to review?"

Try creating a "Lessons Learned" database that connects to your roadmap.

It's like a diary for your project, except instead of recording teenage angst, you're capturing valuable insights that'll make future you much smarter!

Ensuring Project Success

Want to make sure your Notion project roadmap doesn't crash and burn? Let's talk about how to keep things on track!

Regular Updates are your best friend. A roadmap that sits untouched for months is about as useful as a chocolate teapot.

Set a weekly reminder to refresh your roadmap with current progress.

Your roadmap should be a living document that evolves with your project. Think of it as a houseplant - it needs regular attention to thrive!

Involve your team in the roadmap process. When everyone contributes, they feel ownership over the project goals.

Plus, more brains mean fewer "oops, we forgot about that" moments.

Research shows that successful project managers use roadmaps as communication tools, not just planning documents.

Share your roadmap with stakeholders to keep everyone in the loop.

Consider creating these simple checkpoints in your Notion roadmap:

Checkpoint

Frequency

Purpose

Team review

Weekly

Update progress and address blockers

Stakeholder review

Monthly

Communicate status and manage expectations

Risk assessment

Bi-weekly

Identify potential issues before they grow

Remember to celebrate small wins! Did you hit that milestone? Track it in your roadmap and maybe treat yourself to a cookie. You've earned it!

Keep your product roadmap visual. Your brain processes pictures faster than text, and let's be honest - colorful charts are just more fun to look at than endless paragraphs.

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