Planning and Forecasting in Jira: Part 7

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Roadmap Demo

Note: The recording has no sound. Please refer to the copy provided below.
Watch: https://youtu.be/9IKP1gDe-xU

The steps shown in the video are:

Now that there’s a Jira project and some sample issues, let’s review the basic roadmap. Go to the Jira project and click the “roadmap” link on the project’s left sidebar. Issues in the project are automatically shown here.

Use the options at the top of the page to filter issues by keyword, user, or status, and control the view.

There are also additional view settings at the bottom of the page.

From here you can create new epics, drag issues to reorder them and drag the colored bars to change start and end dates.

If dependencies exist, they are shown with a curved red line. To create a dependency, hover over one of the colored bars and drag the dots that appear to the applicable epic. Click on the red dependency line to see additional information like how issues are linked.

You can also use Jira’s standard “linked issues” feature and the dependency will automatically show in the roadmap.

Finally, click on an issue to view or edit its details.

Enable the Roadmap

If you don’t see a roadmap link, the feature may be disabled. To enable it, go to the project’s board and click the ellipses on the top right. Then select “board settings” in the menu. You’ll need to be a board administrator to change board settings.

On the board settings page, click the “roadmap” link in the sub-menu and enable the feature using the toggle on the top right.

Part 8: Additional Planning Features in Confluence