Getting Started - Creating a Roadmap in Jira

[Teagan]

Congratulations! You have installed Easy Agile Roadmaps for Jira. 

So, where to from here? How do we create and manage a Roadmap? 

Here's what we'll cover in this post: 

• Adding an Epic to the Roadmap 
• Sizing Epics 
• Creating Themes 
• Adding Version Markers 
• Adding Date Markers 

One Roadmap per Agile Board 

Once installed, each Scrum and Kanban board in Jira will have an associated Roadmap. 

Access the Roadmap via: 

Adding an Epic to the Roadmap 

Epics are listed in rank order in the 'Unscheduled epics' pane on the left of the Roadmap. 

Drag epics from the 'Unscheduled epics' pane on the left onto the Roadmap calendar to schedule them. 

Sizing Epics 

Drag on the left or right of an Epic to expand or contract it and show how much time it ios expected to take. This estimate shows stakeholders when an epic is estimated to start and be delivered. 

As you drag one side of the epic to resize, or drag the whole epic, you will see dates appear above the epic so you know start and end dates. 

Creating a Theme 

A Roadmap can have multiple theme swimlanes. They are used to denote streams of work, or teams. 

Create a theme and give it a name:

Epics can be dragged from one theme swimlane to another:

Adding a Version Marker 

You can choose to add one or more version markers to the roadmap:

The version marker appears as a box between the start and release date of the version:

Colours:

• Green: fix version is released 
• Blue: fix version is unreleased, and release date is in the future 
• Red: fix version is unreleased and release date is in the past 

Adding a Date Marker 

These markers are for arbitrary dates such as a conference or a marketing release:

They will appear as a single vertical line through the roadmap. 

[arik al]

When will the roadmap be available for server users?

[Teagan]

Hi @arik al, 

Thanks for reaching out. Easy Agile Roadmaps for Jira is available on Server. 

You can find it and trial it for free here on the Atlassian Marketplace. 

I'm looking forward to your feedback.

Thanks Arik, have a great day 
Teagan Harbridge [Easy Agile]

[Drew Heasman]

Removing, didn't realise this wasn't added by an Atlassian employee.

[Gautam De]

Very useful information. Any chance that roadmap be created with stories? We use Epics as never ending projects. Thanks

[Henri Seymour _Easy Agile_]

Hi Gautam, 

Easy Agile Roadmaps can be created with other Issue types including Stories. The "Epics" button in the top allows you to find unschedule Epics, Tasks, Stories and Bugs to add to your Roadmap. 

Kind regards, 
Stephanie Seymour | Easy Agile 

[Gautam De]

Thanks a lot Stephaine.

We created with Epics. 

But the real estate is rather limited. 

Wondering how to expand the panel to drop the epics.

[Henri Seymour _Easy Agile_]

Hi Gautam, 

Can you please tell me more about what you're looking to do? 

Wondering how to expand the panel to drop the epics. 

What do you mean by "drop" in this context?

• Removing the Epics from the Roadmap / unscheduling them?
• Filtering them out of the Unscheduled Epics/Issues panel? 
• Dropping them onto the Roadmap to schedule them? 

Kind regards, 
Stephanie Seymour | Easy Agile