Start by making a copy and clearing this template, then add a few Epics your team plans to focus on this coming year. You can update dates/times directly on the Timeline by dragging the bars directly on timeline.
← Click here to get started
To keep product launches on track, many teams rely on tools that help them manage the following:
💎 Epics - Product planning often starts with teams identify larger initiatives, or Epics (sometimes referred to as ‘Big Rocks’).
✅ Issues / Tasks - Actionable items, called ‘Issues’, are added to Epics so more granular tasks can be assigned to specific owners.
👩🏻💻 User stories - Features and functionalities stated from the perspective of the user/customer—their goals and their expectations of the product.
🗓 Timeline - A clear view of when Epics and Issues are due to avoid deadlines from slipping, and help mitigate any blockers that may arise.
This template lets you do all of the above in the same document and uses
which make it easy to draft and collaborate on briefs and copy drafts directly inside the same table where you’re tracking your work. This means you won’t need to switch to a separate page or doc to start writing. Head to the
1. Make a copy of this doc for you and your team. You only need to do this once a quarter or year, depending on your product cycles.
Copy doc
2. Clear all the sample data.
Clear all sample data
If you use Jira to track issues
You can pull in and sync your data to Coda instead so you can visualize progress and tie issues to your project strategy write-ups, all in the same doc. Try
Click ‘+ Add new epic’ to create initiatives your product teams wants to focus on this next year. Click on ‘Description’ to add more details, add file attachments, and more. Don’t forget to assign an owner.
Add new epic
Search
Mobile updates
Description
Key Owner
Polly Rose
Onboarding experience
Description
Key Owner
James Booth
Bug bash
Description
Key Owner
Joel Davis
New signup flow
Description
Key Owner
Polly Rose
Search
New signup flow
Onboarding experience
Bug bash
Jan 2022
Feb 2022
Mar 2022
Apr 2022
May 2022
Jun 2022
Jul 2022
Aug 2022
New signup flow
1
Onboarding experience
1
Bug bash
1
Issues
Once you’ve added Epics in the getting started section above, decide which Quarter to focus on them. To add Issues, click the plus sign ‘+’ related to each Epic . Click Details to open up a page where you can craft User Stories, add supporting info, screenshots, mock-ups, attachments, and any other useful links and reports.