I am new to JIRA roadmap. Need assistance on how to create a roadmap in JIRA Cloud instance

Question

Need assistance on how to create a roadmap in JIRA Cloud instance, defining Features-->Deliverables-->Epics-->User Stories

Trudy P Claspill · Accepted Answer

Hello @Deepali Dabholkar

Welcome to the Atlassian community.

You can free on-demand training through the Learning link at the top of all the Community pages.

https://community.atlassian.com/learning

You will need to first create the Work Item Hierarchy you described.

https://support.atlassian.com/jira-cloud-administration/docs/configure-the-issue-type-hierarchy/

You will have to create a Company Managed Software projects/space that uses those work items types.

https://support.atlassian.com/jira-software-cloud/docs/create-a-new-project/

Then you can create your Plan.

https://support.atlassian.com/jira-software-cloud/docs/get-started-with-advanced-roadmaps/

Olga Cheban _TitanApps_ · Accepted Answer

hi @Deepali Dabholkar !

Creating a Jira roadmap is not difficult, but it's true that one needs some guidance when doing this for the first time. The process involves 3 main steps:

1) First, create custom work types matching your custom levels
2) Then, add the new work types to your work scheme
3) And finally, assign your new work types to the custom hierarchy levels

I wrote an article describing how to do this step by step, please see it for the detailed instructions: Advanced Roadmaps Configuration Guide.

I hope this helps!