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 small to medium team, often a distributed one. 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.
Step 1. New project & tasks
Sign in to Infolio
and create a new project, by clicking on “+ Add project” at the left bottom in the projects panel. Name the project, e.g. “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”, “Testing & QA”, “Security Audit”, 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, group tasks “by 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 collaboration space to each task, for organizing content and working on it. Group task cards “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 collaboration spaces by opening a task card and clicking on “Attach files, link spaces and more”.
Arrange project assets (be it documents, research web links, notes or tasks) on the dedicated space. Create it by clicking on “+” below the Project chat, give it a name, e.g. “Project Assets” and drag the content onto it. Discuss issues in the Chat, without switching to other tools.
Step 5. Progress tracking
To track product launch progress in real time, group tasks “by Status” (e.g. “Launch”) or List (e.g. “Development”). This will allow you to identify road blocks, 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 with Infolio collaboration hub!