Project Roadmap Template

Project Roadmap Template

Let AI do the hard work for you. Generate a custom project roadmap quickly and easily using an AI-powered Smart Template.

AI Smart Templates are better than generic roadmap templates. Smart Templates use AI to create a project roadmap tailored to your specific needs and objectives. This gives you a better roadmap, faster, with far less effort.

To get started, just click the button below, follow the steps to create your free Visor account, and when prompted select “Use Smart Template.”

A project roadmap template in Visor, creating using the AI Smart Template technology
A project timeline template selected on the Smart Template selection screen in the Visor app.

How To Use AI Project Roadmap Templates

  1. Create your free Visor account
  2. When asked, “What is this workbook for?” click “Use Smart Template.”
  3. Select “Project Gantt Chart” and add any extra details
  4. The AI will use your responses to create your project roadmap
  5. Connect your app data if using
  6. Make any tweaks and adjustments as required
  7. Share with your stakeholders and team!

What Are “Smart” Project Roadmap Templates?

A Smart project roadmap template is an AI project roadmap configured by Visor’s AI based on your specific requirements and objectives.

Visor’s AI only needs a small amount of information to configure your project roadmaps. It gets to work immediately in the background, and configures your project roadmap in a few minutes or less.

The template creation complete screen in the Visor app. The screen details what the AI has done to configure the user's custom template.

Verified Visor Reviews:

“I was looking for a way to link Gantt charts to our Jira projects, but this allows me to do so much more.”

Nick B.,
Atlassian Reviewer

“5/5 – Visor is packed with features that are easy to use. It gives team members a clear view of the project timeline and their role in the project.”

G2

Nick B.,
Small Business Project Manager – G2 Review

“I’ve tried just about every roadmapping platform you can think of and Visor is the first one that allows me to roadmap at both the epic and story/issue level.”

Kemper R.,
Atlassian Reviewer

“Visor’s integrated Gantt chart feature empowers visual project planning, enabling us to track timelines, dependencies, and resource allocation. Five out of five stars!”

G2

Camilla B.,
Product Manager – G2 Review

“The integration with Jira allows for you to keep a central truth center, but still handle the many use cases teams have for roadmapping and backlog planning.”

Gabby C.,
Atlassian Reviewer

“Visor for JIRA enhances collaboration and project planning with its intuitive interface and integrated Gantt chart feature.”

Shruti P.,
Atlassian reviewer

Visor’s Project Roadmap Templates – Key Benefits:

A roadmap view for a CEO created using Visor's AI Smart Template functionality.

Minimal Effort When Creating Your Project Roadmaps

Generate fully configured project roadmaps and other visualizations easily in just a few minutes. Save time and effort and spend them on higher-value activities.

Project Roadmaps Shaped With Best Practice

Visor’s AI learns from thousands of user-created project roadmaps to generate your ideal project roadmap. The AI also infuses your project roadmap with best practices, and helps you avoid the mistakes and frustration of trial and error.

A grouped Gantt chart or roadmap containing multiple projects and created using Visor's AI Smart Template technology.
The color formatting options panel in a template in Visor, using the AI Smart Template technology.

Fully Customizable Project Roadmaps

Visor’s AI does the heavy lifting, but you still have full control. After the AI has taken care of the time-consuming project roadmap setup, you can change and customize any detail you like. The AI saves you time, but you’re still in charge. You can even use the AI to create new versions of your project roadmap as and when you require.

Share Real-Time Project Roadmaps Easily

Keep your stakeholders updated at every step with project roadmaps that update in real-time. Share your project roadmaps easily using email invites or reusable sharing links.

The sharing options for a visualization created using an AI-powered template in Visor.

Use Visor’s Roadmap Templates With Existing Data From Your SaaS Apps

Connect Visor to popular SaaS apps or input your project data directly into Visor to create your roadmap.

Import nested Jira data (e.g., Epics, Stories/Tasks) in minutes. Visor maintains your data’s structure, allowing you to visualize project plans and push out edits.

Visor pays attention to the details, treating your data exactly as Salesforce does. Import and edit your data, including dropdown field selections and contact names.

Connect, visualize, and update Asana projects including sub-tasks and custom fields. Easily make bulk edits and connect with project data from other apps.


Project Roadmap Template FAQs

Can I use Visor’s Project Roadmap Smart Templates for free?

Yes, upon registering you will have a 14-day free trial of Visor’s Team plan, giving you access to all of Visor’s premium visualization types. After this trial period you can choose to select a Team or Starter plan, or continue on the Visor Free plan.

Although the Visor Free plan does not include the Gantt chart view, you can still use the Timeline view to create your project roadmaps for free, either by using Smart Templates or from scratch.

Who is this project roadmap template for?

This project roadmap template is for anyone who needs a fast, easy way to create a versatile and attractive project roadmap. It is most commonly used by project managers and program managers, who need a better, faster way to visualize their existing projects from apps like Jira, Asana, and Salesforce. However, it is also used independently of these apps to create project roadmaps from scratch, or through CSV-based imports.

Visor’s project roadmap template is infinitely more adaptable than other project roadmap templates because it uses AI to create a custom roadmap “template” for you. This means you do not need to spend lots of time adjusting a generic or ill-fitting template to fit your needs.

Can I add milestones to project roadmaps using this AI Smart Template?

Yes, you can easily set specific tasks as milestones in the project roadmap that Visor’s AI Smart Template generates Visor’s. The AI does not set these milestones, instead all you need to do is select the milestone option in the “Display As” dropdown field on your project roadmap.

Can I create multiple project roadmaps using Smart Templates?

Yes, you can easily create multiple project roadmaps using Smart Templates. Just create a new workbook in Visor, and when prompted to select “What is this workbook for?” click the ‘Use Smart Template” button, and let the AI start working with your data and your inputs to create your new project roadmap template for you.

Can I use data from other apps in the project roadmap Smart Template?

Yes, Visor has bi-directional integrations with Jira, Asana, Salesforce, and other apps. This enables you to use your project data from these apps in the Visor project roadmap template. The bi-directional integration keeps Visor in sync with your apps to preserve your single version of the truth and prevent manual updates. You can even import multiple projects to create project portfolio roadmaps. If this is of interest to you, you can also use our portfolio roadmap template.

Besides project roadmap templates, what other templates are available in Visor?

Visor has a wide range of templates, which you can find in our Templates Library.

Templates in Visor are generated by AI based on your responses to a short series of questions, which enable the AI to understand what you are trying to achieve and produce a ready-configured template to suit your needs. This means that you are not limited to the set of templates we offer in our library, as the AI can meet needs that we haven’t listed or even considered.

Why is using a Smart Template for my project roadmap better than a generic project roadmap template?

Smart Templates in Visor are powered by AI, which uses your data, your prompts, and its learnings from thousands of human-created visualizations.

This enables it to produce roadmaps and other visualizations infused with best practices and fully customized to your precise requirements and objectives.

The difference between Smart Templates and regular templates for a project roadmap is akin to the difference between wearing a finely tailored, top-of-the-line suit to an ill-fitting, under-sized, off-the-rack shabby suit and trying to make it fit like the professionally tailored version – it’s possible. Still, it will take you lots of time, effort, trial-and-error, and frustration to get there.

Using Smart Templates for your project roadmap gets you off to the best possible start, saves you hours per roadmap created, and saves you heaps of frustration. It’s a genuine game-changer in your ability to plan and visualize your projects.

How do I access AI-powered Smart Templates in Visor?

When you first log in to Visor, after entering your email address and how you want to use Visor, you will see a screen that asks, “What is this workbook for?” On this screen, there is a “Use Smart Template” button. 


If you already have a Visor account, simply click New Workbook from within an existing workbook or Create a new workbook from the workbook list screen. Then when you’re asked “What is this workbook for?” click the “Use Smart Template” button.

What is a project roadmap?

A project roadmap is a method of representing a project plan in a visual format. Project roadmaps typically (but not exclusively) use a Gantt chart or timeline format, which display the different pieces of work that make up the project, organized moving left to right based on their start and end dates.

Project roadmaps can come in other formats, such as Kanban boards, which do not order tasks within the project chronologically, but this is a rarer approach.

Project roadmaps can be very high-level, for example only showing the major tasks or epics in a project, while other project roadmaps can be very detailed, showing subtasks

What is a project roadmap for?

A project roadmap is a visual project management tool that is primarily used to:

  • Plan projects
  • Schedule tasks and resources
  • Share overviews of project plans with stakeholders
  • Track project progress

Different organizations and project managers use project plans in various ways. Fundamentally a project roadmap is a method of visually representing your project plan chronologically, so that the sequence of your project executables can be easily viewed and understood.

Can I nest tasks and subtasks (or other parent and child relationships) using this project roadmap template?

Yes, project roadmaps in Visor have comprehensive task-nesting support. You can easily nest tasks in your roadmap underneath each other to create parent-child relationships and multi-level task hierarchies.

Nesting tasks in project roadmaps in Visor is easy, comprehensive and flexible. You can nest records below another record using:

  • Drag-and-drop
  • Keyboard shortcuts
  • The record settings drop-down menu

If you import projects from apps like Jira, Asana, or Salesforce, Visor can maintain your nesting in full, so you don’t need to waste time re-nesting your project data.