Free Project Roadmap Template
A project roadmap covers the work stages, the cards that move through them, and who owns each step from start to close.
Share template
A project gets busy fast once real work starts, so the work needs somewhere to live where the next step is obvious and surprises get caught early. This project roadmap keeps the work in five columns, so a client handover, an incident response, and the routine maintenance don’t end up mixed together. The board sits on a purple and muted green palette with Raleway headings and Inter for the card detail, which keeps the labels readable when the list of work gets long.
The columns move in the same order the work happens: Onboarding holds the systems audit, baseline patching and backup, and the initial security setup; Triage and response is where incoming requests get checked, contained, and escalated; and On-site work carries the visits for fault-finding, installs, and peripherals. Monitoring and patching keeps the remote checks, security patching, and log reviews together, then Review and close finishes with a monthly status summary, ticket close-out, and invoicing the next period.
- Onboarding Covers the initial audit and setup work, including documenting the network, tidying Microsoft 365, and setting baseline patching and backup.
- Triage and response Tracks incoming support requests so incidents get contained, escalated, and recorded as tickets.
- On-site work Holds the site visits for fault-finding and hands-on installs like new laptops, printers, and peripherals.
- Monitoring and patching Groups the recurring checks, security patching, and log reviews so nothing gets missed between incidents.
- Review and close Wraps the period with a status summary, ticket close-out, and invoicing for the next managed support period.
Once the board is in your workspace, you add the people doing the work and assign the cards, then add your own dates wherever you track timing, because the board keeps the order of the work rather than a calendar. The cards already cover the common managed support steps, so the main edits are what your team actually delivers and who owns each card in tasks.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What is on this board
5 columns carrying 17 cards. Adding it builds the whole thing as a project in your workspace, with every column and card in place.
| Column | What is in it |
|---|---|
Onboarding | Cards cover the systems audit, Microsoft 365 tidy-up, baseline patching and backup, and the initial endpoint and email security setup. Assign owners and adjust the card text to match what your onboarding includes.
|
Triage and response | Cards cover triaging requests, containing and escalating incidents, and creating and updating service tickets. Update escalation and ownership so the handoff stays clear when something breaks.
|
On-site work | Cards cover scheduling visits, network fault-finding, laptop installs, and printer and peripheral work. Change the on-site items to match what you’ll handle in person versus remotely.
|
Monitoring and patching | Cards cover remote monitoring checks, applying and verifying security patches, and reviewing endpoint and email logs. Swap in your own tools or checks where the wording needs to match your process.
|
Review and close | Cards cover preparing the monthly status summary, closing completed tickets, and invoicing the next period. Adjust what “close” means for your team before the work starts.
|
What happens when you install it
- A project is created with its board, 5 columns and 17 cards already there.
- Nothing carries a due date, because a board holds the order the work runs in rather than a calendar. The dates go on once you know when the job starts.
- Every card opens as a task with its own description, assignee, dates, subtasks and files, and columns are renamed, reordered or deleted like any other.
Who it is for
IT support and managed services teams, internal IT, and helpdesk providers who need a shared roadmap for onboarding, response, on-site jobs, and monthly close-out.
Questions about this project template
What should a project roadmap include?
A project roadmap usually names the work stages, what moves through each stage, and who owns the next step. This board does that with five columns and cards that cover onboarding through review and close.
Is this a timeline or a calendar plan?
This roadmap is a workflow board, not a calendar. The columns show the order the work moves through, and you add your own dates wherever you track timing.
How do I use a roadmap board for IT support?
An IT support roadmap board keeps onboarding, incident response, on-site jobs, and monitoring work from blending together. Cards get assigned to the person doing the work so ownership stays clear when requests come in.
How do I track incidents and escalations in a roadmap?
Incidents and escalations work best when they live in a dedicated stage with clear ownership and a consistent handoff. The Triage and response column groups triage, containment, escalation, and ticket updates in one place.
Does a project roadmap work for managed services?
Managed services work fits a roadmap when recurring checks and patching sit alongside requests and on-site work in a single flow. The board includes monitoring and patching work as its own stage, then closes with a review step.
What do I need to change before using this roadmap?
The board needs the right people added and assigned to the cards, so tasks don’t float without an owner. You’ll also want to edit the card text to match your exact onboarding, monitoring, and close-out steps.
Start free today
Your entire business, one login away
No credit card required. No contracts. Just the tools you need to run, grow, and automate your business with Super Work AI.
No credit card required
