Management Team

Product Launch Roadmap

What’s in it for me?

Planning a new product launch and need some framework to start? Use Infolio template for Product Launch Roadmap to set up your project, collaborate on deliverables and track the progress in one place.

When & how to use it?

Use the template whenever you have a project centered around product launch, which involves a few people, often in a distributed team. If you need a hub for planning and tracking activities, communicating, sharing and working on content – this template is for you.

We created Infolio simple yet powerful. To simplify work even further, follow the guidelines below to create your own product launch roadmap and see things moving fast.


Management team

Simple yet powerful

project collaboration

Step 1. New project & tasks

Once signed in to Infolio
create a new project, by clicking on “
+ Add project” at the left bottom in the projects panel. Name the project, e.g. “Y Product Launch Roadmap”. Go to the tab “Project tasks”, which is actually a Kanban board for task management.

First, nail down all your project tasks (so far – irrespective of 
the domain) under the “General” column, by adding each one with “+”  (e.g. for our Product Launch – “New admin console”, 
Positioning & messaging”, “Sales funnel planning”, and more.

Step 2. Custom lists & statuses

Now that you’ve captured all the tasks, create custom Lists 
(e.g. domains, in our template – “Development”,” Marketing”, “Sales”), using “[+] New List” up in the right hand corner. Simply drag and drop the tasks into the respective lists to sort them out.

Then, create your custom Statuses: first, click on “Grouped by” 
and select “Status”, then add statuses relevant to your workflow 
(e.g. “Open”, “Pre-Launch”, “Launch”, “Post-Launch” in our case). 
Drag the tasks to the respective column, based on their status.

Step 3. Assigning tasks

Easy like that – open each task to assign it to a team member and set a due date, by clicking on the respective icons. Feel free to add attachments or even link an entire collaborative space to each task, for organizing content and working on it. “Group by Assignee” – to see who in your team is busy with what.

Step 4. Project collaboration

Feel free to attach related files to task cards or link collaborative spaces by opening a task card and clicking on the respective icon.

Arrange project assets (be it documents, research web links, notes or tasks) on the dedicated space by clicking on “+” below 
the Project chat. Discuss issues in the Chat, without switching 
to other tools.

Step 5. Progress tracking

To track the product launch in real time, group tasks by Status 
(e.g. Launch stage) or List (e.g. Development). This will allow to identify road blockers, if any, and take action immediately. Change the status of a task by either dragging the task card to “Done” column or by opening the card and changing its status in the upper left corner.

See your project steadily moving to success, when all the people on your team are on the same page with Infolio collaboration hub!

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