Showing results for 
Search instead for 
Did you mean: 
Sign up Log in

Earn badges and make progress

You're on your way to the next level! Join the Kudos program to earn points and save your progress.

Deleted user Avatar
Deleted user

Level 1: Seed

25 / 150 points

Next: Root


1 badge earned


Participate in fun challenges

Challenges come and go, but your rewards stay with you. Do more to earn more!


Gift kudos to your peers

What goes around comes around! Share the love by gifting kudos to your peers.


Rise up in the ranks

Keep earning points to reach the top of the leaderboard. It resets every quarter so you always have a chance!


Come for the products,
stay for the community

The Atlassian Community can help you and your team get more value out of Atlassian products and practices.

Atlassian Community about banner
Community Members
Community Events
Community Groups

How do I configure initiatives?

I'm looking to configure initiatives and versions into my current JIRA instance to eventually create a robust Advanced Roadmap. I cannot figure out how to properly set up initiatives. 

2 answers

0 votes
Trudy Claspill Community Leader Dec 02, 2022

Hello @Melissa Klein 

Welcome to the community.

Your post is tagged that you are using the Standard plan. Advanced Roadmaps is available only with the Premium and Enterprise plans. Are you actually using one of those plans? If so, this document explains how to set up the custom issue hierarchy.

Screen Shot 2022-12-02 at 2.16.17 PM.png I thought I was using a Premium plan! Aren't these "plans" advanced roadmaps? These are 3 I created as tests

That does look like Advanced Roadmaps. You should follow the documentation both @Trudy Claspill and I supplied.

Trudy Claspill Community Leader Dec 02, 2022

Hello @Melissa Klein 

I see your response to @Robert Wen_ReleaseTEAM_  that you've read the article a few times.

Have you completed those instructions? Are you able to create Initiative issues in your project? What exactly are you struggling with?

0 votes

Hello @Melissa Klein ! Welcome to the Atlassian Community!

Instructions for setting up the custom hierarchy in Advanced Roadmaps follow:

Hi Robert, thank you! I've actually read that article a few times. I wanted to set up initiatives so that every time we create a new epic we can attach it to an initiative. Then I want to create an advanced roadmap where it will all pull in. Does that make sense? Is that even the best way to do that?

So, what I hear is that you want to establish the following hierarchy:

1. Initiative

2. Epic

3. Story

4. Subtask

You can establish this in Advanced Roadmaps and associate that hierarchy to a plan so the work and progress are visible.

Suggest an answer

Log in or Sign up to answer
Site Admin

Atlassian Community Events