---
sourceDocument: Australia Customer Success Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/acct-lifecycle-events

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Customer Success Management

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Create a product adoption roadmap template

# Create a product adoption roadmap template {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 Minuten Lesedauer

Create a template that defines a pre-configured adoption strategy with products or capabilities organized into lanes, that can be customized as needed.

## Vorbereitungen

Role required: sn_acct_lc.customer_success_application_admin

## Warum und wann dieser Vorgang ausgeführt wird

Use templates to define recommended adoption strategies for specific product portfolios. Templates organize products or capabilities into lanes based on your chosen phase field, helping users quickly create roadmaps without
planning the adoption approach from scratch. When you create a template, you organize items into lanes to establish the recommended adoption approach, providing a reusable starting point for creating roadmaps.

## Prozedur

1. Navigate to AllTemplatesAll Product Adoption Roadmap Templates and select New.
2. Fill in the fields in the form.  
   {#account-lifecycle-create-par-roadmap-temp__table_lxh_ghc_33c__entry__2}

   | Field | Description |
   |-|-|
   | Name | Enter a name for the template. |
   | Type | Select: * Product: Organizes products you select in the List of products field. * Capability: Organizes capabilities within the selected products. {#account-lifecycle-create-par-roadmap-temp__ul_cdb_lhc_33c} |
   | List of products | Select one or more sold products to be included in the template. |
   | Phase table | Automatically set based on your selection in the Type field. Displays the table (Product Usage or Product Capability Usage) that contains the phase field options |
   | Phase field | Select a choice field that defines the lanes for the roadmap. For example, selecting Business criticality creates lanes with choices like Critical, High, Low, and so on. |
   | Description | Enter a description of the template's purpose and the adoption approach it represents. |
   [ ]

   {#account-lifecycle-create-par-roadmap-temp__table_lxh_ghc_33c}
3. Select Submit.  
   Template items are automatically created based on your Type and List of products selections.
4. In the PAR Template Items related list, define your adoption strategy by organizing items into priority lanes.  
   All items appear in the Unmapped lane.  

5. To organize the items, follow these steps:  
   * Select the Unmapped link for an item to open up the record. In the Lane field, select the priority lane that reflects when this item should be adopted.
   * In the Lane Order field, enter the number to set the item's position within the lane and select Update.
   {#account-lifecycle-create-par-roadmap-temp__ul_csr_mxc_33c}
6. Repeat this step to define your adoption strategy by organizing all items into their recommended lanes and setting priorities.  
   The Item order maintains the order within the lane. When specifying the Item order, note the following:
   * The Item order value starts at 0 and increments by 1 for each item.
   * For capability roadmaps, the Item order is maintained per capability and per lane.
   * For product roadmaps, the Item order is maintained per lane.
7. Select Publish to save the template and make it available for use.

## Ergebnisse

The template is created with items organized into lanes. When you create a roadmap from this template, the items are already arranged according to the template's organization, eliminating the need to organize them from
scratch. You can customize the roadmap for your specific needs while maintaining the template's structure.
**Zugehörige Konzepte**   

* [View a product adoption roadmap](https://servicenow-prod.fluidtopics.net/NikaszOwKjc4LtGWtDTF9w "View and organize products or capabilities into lanes to create a visual adoption plan for customer engagements.")
* [Product adoption roadmap](https://servicenow-prod.fluidtopics.net/hS0Vwk~QnnJ7ImpOqqEkMA "Guide customers through product adoption with roadmaps that define phased approaches, sequence capabilities, and track progress.")