Product development can get tricky—especially when shifting priorities and missed milestones throw your team off course. A quick fix? Pause, regroup, and let product roadmap templates in Excel do the heavy lifting for you. 📊
Using the familiar Excel environment, these simple templates help product managers create project timelines, developers track feature progress, and business owners share product updates with stakeholders.
Below, we’ve rounded up the best free roadmap templates for Excel to help you get started. But if you need a layout with more muscle, like one that automates tasks or supports real-time collaboration, ClickUp’s free roadmap templates offer that edge.
So let’s start with exploring how to choose your perfect Excel template.
Free Product Roadmap Templates for Excel
- What Makes a Good Product Roadmap Template for Excel?
- Free Product Roadmap Templates for Excel
- 1. Excel Product Roadmap Template by Office Timeline
- 2. Excel Work Plan Timeline Template by Microsoft 365
- 3. Multiple Product Roadmap Template by Template.net
- 4. Digital Product Roadmap Template by Template.net
- 5. Product Scrum Roadmap Template by Template.net
- 6. Excel Technology Roadmap Template by Coefficient
- 7. Excel Features Roadmap Template by Coefficient
- Limitations of using Excel for Product Roadmap Templates
- Alternative Product Roadmap Templates
- 1. ClickUp Product Roadmap Template
- 2. ClickUp Product Development Roadmap Whiteboard Template
- 3. ClickUp New Product Development Template
- 4. ClickUp Product Roadmap Whiteboard Template
- 5. ClickUp Product Launch Checklist Template
- 6. ClickUp Product Features Matrix Template
- 7. ClickUp Product Requirements Doc Template
- 8. ClickUp Product Strategy Template
- 9. ClickUp Product Positioning Template
- 10. ClickUp Agile Team Roadmap Template
- Smoothen the Road from Idea to Launch with ClickUp
Summarize this article for me pleaseWhat Makes a Good Product Roadmap Template for Excel?
A well-structured Excel product roadmap clearly outlines the journey from concept to market. Keep an eye out for these key features:
- Clear structure: Choose a template that’s simple and organized so that you can see tasks, deadlines, and resources at a glance
- Customizable columns: Look for a flexible template that lets you add or adjust columns for task owners, priorities, status updates, and more
- Timeline view: Select a template that displays phase-wise start and end dates, making it easy to track long-term progress
- Easy updates: Pick a template that’s quick to update as things change, whether it’s evolving deadlines or new priorities
- Filter options: Find a template that includes filters for team members, task status, and dates to help you zoom in on specific segments of your project
- User-friendly: Consider a template that is intuitive enough for your whole team to pick up quickly without a steep learning curve
💡 Pro Tip: To present your product strategy visually engagingly, use a roadmap PowerPoint template to create project timelines and clearly communicate your plan to any audience.
Summarize this article for me pleaseFree Product Roadmap Templates for Excel
Microsoft Excel doesn’t have native roadmap templates, but plenty of platforms offer options you can use. From managing product backlogs to release timelines (and more), these templates help you shape a roadmap that fits your team’s workflow.
1. Excel Product Roadmap Template by Office Timeline
The Excel Product Roadmap Template by Office Timeline is a great way to plan the milestones and tasks for your product or feature launch.
The predefined timeline spans four quarters, each divided into four main phases.
The ‘Plan’ phase covers planning and key decisions. In the ‘Test’ phase, the focus is on aligning product features with milestones. The ‘Develop’ phase involves actions like ‘Prototype’ and ‘Alpha Build,’ and the ‘Launch’ phase helps coordinate product release and marketing efforts.
These separate swimlanes ensure a clear product roadmap visualization.
⚡️Ideal for Product teams in small-to-medium tech companies planning software development cycles
2. Excel Work Plan Timeline Template by Microsoft 365
The Excel Work Plan Timeline Template by Microsoft 365 is an effective tool for organizing your project into phases, outlining key tasks, and setting clear goals.
The built-in layout includes four phases for various activities and outcomes. You can easily populate the matrix with relevant details and monitor progress as you move through each phase.
⚡️Ideal for: Early-stage startups looking for a simple way to plan and track project phases
3. Multiple Product Roadmap Template by Template.net
The Multiple Product Roadmap Template by Template.net offers a big-picture view to help track progress for multiple product launches simultaneously.
The built-in roadmap features a quarterly timeline to showcase the development of three products across several months. You can color-code the milestones under each project, making monitoring progress and spotting dependencies easy.
⚡️Ideal for: Fast-scaling, small product marketing teams overseeing multiple launches
4. Digital Product Roadmap Template by Template.net
The Digital Product Roadmap Template by Template.net is a versatile tool for digital product teams to plan, visualize, and communicate their strategy effortlessly.
The layout spans four quarters, split into two key phases, ‘Development’ and ‘Marketing,’ so you can track relevant tasks and goals throughout the project lifecycle. Visual cues for completed, in-progress, and upcoming tasks help keep your team on track.
This template is built to fit right into small-scale Agile workflows, simplifying task management for iterative development and feature rollouts.
⚡️Ideal for: Product managers in tech startups working on launching a new app or digital service
5. Product Scrum Roadmap Template by Template.net
The Product Scrum Roadmap Template by Template.net is a structured project plan that helps cross-functional teams align, track progress, and achieve milestones throughout the product development process.
Divided into three key phases—‘Strategy,’ ‘Execution,’ and ‘Growth’—this project roadmap template provides clear direction and granular goals for each team.
⚡️Ideal for: Product managers leading cross-functional teams in mid-sized tech companies
6. Excel Technology Roadmap Template by Coefficient
Technology roadmap templates are a smart way to keep your IT projects on track, and the Excel Technology Roadmap Template by Coefficient is a great example.
Whether a software upgrade or a major system overhaul, this custom template helps you build a technology roadmap tailored to your needs.
The layout is divided into ‘Infrastructure,’ ‘Testing,’ ‘Improvements,’ and ‘Integration’ phases, spanning quarters. You can track key activities under each phase, ensuring smooth team coordination.
⚡️Ideal for: IT project managers overseeing system migrations or technology upgrades
7. Excel Features Roadmap Template by Coefficient
The Excel Features Roadmap Template by Coefficient makes it easy to align product development with business goals across quarters.
With phases like ‘Business Growth,’ ‘Scalability,’ ‘Decrease Customer Churn,’ and ‘Consumer Growth,’ the template guides your product from idea to execution.
You can populate each phase with granular tasks and track progress month-on-month.
⚡️Ideal for: Product managers in early-stage SaaS companies looking to scale their offerings while reducing churn
Summarize this article for me pleaseLimitations of using Excel for Product Roadmap Templates
While Excel can be a handy tool for product roadmapping, it has limitations. Here’s what you may run into:
- Manual updates: If your project evolves quickly, keeping everything up to date in Excel can feel like a constant game of catch-up
- Collaboration challenges: Excel isn’t built for real-time teamwork, so sharing and updating your roadmap with others can be clunky
- Limited automation: Excel offers only basic automation options (like conditional formatting and data validation), so tasks like sending reminders or adjusting timelines automatically will need to be done manually
- Scaling issues: As your project grows, an Excel sheet becomes overwhelming with too much data for tracking progress or managing multiple teams across different projects
- Lack of integration: Excel doesn’t easily connect with other tools you might be using (like your calendar or email platform), making it harder to sync data and collaborate smoothly across platforms
If these limitations are slowing you down, check out some top roadmap software tools that can keep up with the fast pace of your projects. You need a more interactive tool that goes beyond the capabilities of a technology roadmap template in Excel.
Summarize this article for me pleaseAlternative Product Roadmap Templates
Product management software tools bridge the gap between great ideas and better products. Especially as you take off, ideas evolve, and teams expand. Today, you need an online board for brainstorming; tomorrow, you’ll need intuitive visuals for stakeholders, and so on. For Agile product management, you need to go bigger than Excel.
ClickUp is a 360-degree project management platform consolidating all your workflows, including product road mapping. As the everything app, for work, ClickUp features an AI assistant that pulls data on demand, integrations with top tech tools, and automation to save you from tedious admin work.
ClickUp’s Product Management Solution is one of its top offerings. It helps you shape your products’ vision and hit the ground running (from concept to market). You can organize feedback, epics, and sprints into single, shareable project roadmaps so your teams and stakeholders can see what’s happening now and what comes next.
And the built-in views—whether list, whiteboard, or Gantt chart—further enhance this efficiency.
Below, we’ve gathered our top free product and technology roadmap templates.
1. ClickUp Product Roadmap Template
Robust product development templates are built to give a big-picture view of your product’s journey end-to-end.
The ClickUp Product Roadmap Template is an advanced-level template structured at the folder level. The ‘Project Roadmap’ folder includes a ‘Quarterly Roadmap’ list to prioritize tasks across different quarters, and the ‘Roadmap by Initiatives’ board offers a snapshot of all initiatives organized by their status.
The ‘Impact Effort Matrix Whiteboard’ helps you assess each idea, and you can assign a RICE (Reach, Impact, Confidence, Effort) score to prioritize accordingly. This all-rounder template includes a ‘Release Notes’ Wiki page to document and organize your release notes.
⚡️Ideal for: E-commerce product managers overseeing new feature launches
2. ClickUp Product Development Roadmap Whiteboard Template
The ClickUp Product Development Roadmap Whiteboard Template helps you visualize each step of your product’s quarterly development in a clear, timeline-style view.
This intermediate-level template lets you map out general project tasks and then break them into specific tasks you can track month-on-month. Color-coded sticky notes make it easy to log task statuses on this task-timeline matrix, helping you spot bottlenecks at a glance.
For added efficiency, you can auto-transfer your data to list and board views within the template.
⚡️Ideal for: Engineering teams looking to align members on a product feature rollout
3. ClickUp New Product Development Template
The ClickUp New Product Development Template is a beginner-friendly option for guiding a new product from concept to completion.
Start with the template’s ‘Project Summary’ view for an overview of tasks grouped by phases, alongside details like complexity and impact level. Then, switch to the ‘Process Board’ for a snapshot of task progress in each phase, and use the ‘Gantt Chart’ view to track dependencies.
Change of plans? The linear ‘Timeline’ view helps you drag and drop tasks to reschedule, keeping your product development on track quickly.
⚡️Ideal for: Product teams at fast-growing tech companies launching their flagship product
4. ClickUp Product Roadmap Whiteboard Template
The ClickUp Product Roadmap Whiteboard Template integrates directly with your ClickUp Workspace to simplify the product brainstorming process.
This beginner-friendly template includes a quarterly timeline, with each quarter split into months for a detailed view of each phase. You can tag task owners within the whiteboard, and color-coded sticky notes make it easy to track task progress at a glance.
To ensure no idea is missed, use ClickUp Chat to turn discussions into actionable tasks. This keeps you agile and responsive to team and user inputs.
⚡️Ideal for: Product teams launching a multi-feature app or an integrated platform
5. ClickUp Product Launch Checklist Template
The ClickUp Product Launch Checklist Template is designed for advanced users to efficiently manage all tasks involved in a product launch. Organized at the list level, this template provides five customizable task views for easy tracking.
The ‘Activities’ list lists tasks segregated by category, priority, and key dates. The ‘Milestones’ view highlights key achievements throughout the process.
For visual task management, the ‘By Category’ board groups tasks in a Kanban-style layout, while the ‘Gantt’ view helps you set realistic timelines for tasks and dependencies.
Finally, the ‘Timeline’ view provides a high-level picture of the launch, showing start and end dates and key milestones.
⚡️Ideal for: Marketing teams at tech companies planning a major product launch across multiple platforms
6. ClickUp Product Features Matrix Template
The ClickUp Product Features Matrix Template is an intermediate-level option to align every product feature with customer needs and company goals.
The central list helps you log and prioritize high-value features, ensuring resources and budgets are allocated efficiently. You can even use ClickUp’s Table View to rate each feature on a 1-5 scale, instantly comparing product strengths and deciding the next steps.
You can also use ClickUp Brain to analyze the product features. The AI-driven tool can suggest optimizations, highlight dependencies, and offer data-backed recommendations, reducing the need for manual analysis.
⚡️Ideal for: Enterprise-level product teams evaluating feature sets across multiple product lines
7. ClickUp Product Requirements Doc Template
Product requirements document (PRD) templates are your go-to guides for defining, developing, and delivering a product. They capture every detail from the ‘why’ to the ‘how’ in a single source of truth.
The beginner-friendly ClickUp Product Requirements Doc Template takes this concept further with a Wiki-style page to keep your product, design, and engineering teams aligned. You can capture details like scope and key stakeholders and add relevant research metrics to support prioritization and track product management KPIs.
The ‘FAQs & Considerations’ section offers easy access to common questions, and the ‘Timeline’ section lets you map milestones and potential launch dates in a handy table.
⚡️Ideal for: Product managers guiding cross-functional teams through a complex software development project
8. ClickUp Product Strategy Template
Product strategy templates clarify your roadmap, giving decision-makers a shared, interactive view of the product’s future.
The ClickUp Product Strategy Template helps you categorize and prioritize features based on effort. With views like the ‘All Features’ table and the ‘Active Features’ list, you get a clean summary of top priorities and team assignments.
You can schedule feature development and launches and use the ‘Gantt Timeline’ views to track the status of each project phase across togglable screens.
The template keeps everyone aligned by grouping team members by roles and responsibilities and consolidating all essential information for quick reference.
⚡️Ideal for: Product teams looking for multi-feature strategy roadmap templates to drive long-term growth
9. ClickUp Product Positioning Template
The ClickUp Product Positioning Template helps define your product’s market position by clearly showcasing its benefits.
The process starts with the ‘Product Positioning Assessment’ form, where stakeholders provide their insights on key elements like product USPs and branding. Responses flow right into the ‘Product List,’ where insights for upcoming launches are organized by status.
Once everything’s in place, the ‘Whiteboard View’ offers a product positioning map that helps visualize how your product compares to competitors in terms of cost and quality.
⚡️Ideal for: Product marketing teams testing the waters for a new-age subscription model
10. ClickUp Agile Team Roadmap Template
The ClickUp Agile Team Roadmap Template makes it simple to communicate your product strategy and adjust priorities as your team learns more about your market and product.
Designed with beginners in mind, this template features an overarching ‘Agile Product Roadmap Gantt’ view to visualize your project timeline. The ‘Product Plan’ list displays all tasks, color-coded by underlying goals and importance. And when you need a big-picture view, switch to the ‘Status’ board or use the ‘Sprints’ board to track tasks by sprint.
This Agile roadmap template also includes granular folders for ‘Engineering’, ‘Release’, and ‘Design’, each tailored with unique views to support custom workflows.
⚡️Ideal for: Growing SaaS companies launching frequent feature updates
Summarize this article for me pleaseSmoothen the Road from Idea to Launch with ClickUp
Excel templates are a handy starting point for product management, but they often hit a wall when projects get more complex. Tracking changes, collaborating with different teams, or even updating a roadmap in Excel can quickly get difficult.
That’s where ClickUp’s templates make a real difference.
Whether it’s an Agile roadmap, a product positioning matrix, or a comprehensive strategy plan, ClickUp lets you build, track, and update everything in one live, organized workspace.
The templates are packed with custom integrations, smart automations, and multiple views, making it easy to adjust as you go and keep your team aligned.
The best part? These templates are completely free. 💸
Sign up on ClickUp for free and fast-track your product ideas in just a few clicks from concept to market.
Everything you need to stay organized and get work done.
