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Configuring issue hierarchy above epics in Advanced Roadmaps

Hi everyone,

I recently started with the trial version for the jira software premium, to explore the advanced roadmaps and figure out if we need the features in our team.

First I wanted to create an issue hierarchy above epic level. I feel like I did all the steps, but it still doesn't work properly.

I created a new issue type "initiative" Initiative_IssueType.jpg

I assigned the issue type to the issue type scheme of the relevant projectIssueTypeScheme.jpg

I added a new Issue type hierarchy with the new "initiative" issue typeIssueTypeHierarchy.jpg

And in the advanced roadmap, this project is linked (it's the only source in this case)IssueSources.jpg

Now, when I click "create issue" in my plan, the new "initiative" issue appears, but is disabled.CreateNewIssueInPlan.jpg

Does anyone know, where my error is? What did I miss?

Thank you guys in advance, I'm really out of ideas here.

1 answer

1 accepted

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Answer accepted
Mark Segall
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Aug 11, 2022

Hi @Felix Klaes - Roadmaps default to Epic at the highest level so you can only create epic and below.  All you need to do is click Filter and under hierarchy, change the From issue type to Initiative.  That should do the trick.

Hi @Mark Segall
thank you very much for the fast help. That fixed my problem. Now everything works as intended.

Like Mark Segall likes this

Hey Mark, im trying to do the exact same thing Felix tried here, and i cant find the "Filter" button in the roadmap page. How do i add an issue type "Feature" that is above Epic so i can add epics under "Feature" and user stories under "Epics"? It's extreamly difficult to understand and i cant find any solution.

Mark Segall
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Jun 05, 2023

Hi @Team Varolio and welcome to the community!

You first need to set up your issue type hierarchy.  Assuming you're on Jira Cloud Premium, this can be done under Settings >> Issues >> Issue Type Hierarchy or here:

https://YOURINSTANCE.atlassian.net/jira/settings/issues/issue-hierarchy

Hey Mark, first of all thankyou for your response.
i did add "Feature" issue type to the hierarchy. and it supposed to be above "Epic" as it has "2" in the hierarchy level while "Epic" is "1", But when im trying to add a feature in the roadmap board, it adds "Epic" by default. My goal is to be able to add "Feature" by default, and to be able to add "Epics" under it and user stories under "Epic", so the roadmap will include those 3 levels.
Is that possible in Jira? (Yes we have a "Jira Cloud Premium" account.)

Mark Segall
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Jun 06, 2023

If you're using the basic roadmap feature within the project, it's only going to show Epic and below.  You would need to create an Advanced Roadmap plan.  Navigate to Plans >> Create Plan and you'll be prompted for the issue source where you can use your project board.  If you've linked your Epics to Features using the Parent Link field, your roadmap will dynamically present from Feature down to Sub-Task.

Thanks alot for your response Mark. I appreciate your help!

Like Mark Segall likes this

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