To enable calendar view for your release and version click on “Calendar” in top navigation bar
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We outline two months - current and next one. To scroll into the future or past use left/right arrows in navigation section of the view.
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By clicking on “This month“ you will be scrolled to current + next month.
As you can see we also flexible in configuration to start weeks from Monday or Sunday supporting different cultures and geo locations.
The View
All versions and packages from the board that have Release Date specified will be shown on the Calendar view.
versions are shown Green
packages are Blue (thus we are consistent with other view through out the App)
Milestones of all versions and packages will be outline as well if appropriate toggle is selected in control panel on top.
By clicking on any version or release you will navigate to standard version/release details screen with
Summary
Milestones
Issues
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Advanced filtering
You can adjust the output of calendar view by applying certain filtering, namely
Search by name
Archived/Unarchived
Show milestones toggle.
Export to ICS
By clicking on export to ICS button you can generate a standard calendar.ics to include it into any standard office/calendar app you are using.
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| Table of Contents |
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Overview
Roadmap tab is the timeline view for all items residing the plan, namely Releases (Versions), Epics, Sprints and JQL Releases. Also the main tab of the App showing all the items based on their Start/End dates.
Items with the End date only and no Start date are shown as Milestones.
In addition to items overview on the roadmap you can:
update start and release dates by drag-and-drop
add new and edit existing items
search roadmap by item name and/or use set of predefined filters
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If you define Intermediate Milestones for your roadmap items they will be also shown on Roadmap with ability to move forward/backward using drag & drop. |
Navigation and layout
Edit and browse items on the Calendar
You can do much more to items in addition to scheduling. Click on the item to open up all the possibilities available.
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Summary tab
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On Summary tab you can receive an overview about your roadmap item plus get access to all the action items, namely:
You can amend item name and the change will be automatically populated in Jira for Releases (Versions), Epics and Sprints.
Change Color of your roadmap item if Custom Color Codding is configured in plan settings
Change Description. Rich text format is supported either.
Get summary of issues statistics (aka scope). Also available as Gadget.
Review or leave Comments. Also available in rich text format.
Add/remove Tags that could be used for alternative taxonomy and organize your swimlanes on Roadmap plus filters on Roadmap and Calendar
Change start/end dates.
Navigate to the item via “View on Roadmap“
Archive item to hide from the plan is Filter for non-archived items turned on. Also available as shortcut from right-click menu.
Delete item. Also available as shortcut from right-click menu.
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If you click “Delete“ on Release (Version), Epic or Sprint and confirm the operation respective entity will be deleted in Jira providing you have permission to execute such operation. |
Merge items.
So far we support only merging releases (versions) into other releases (versions) leading to the issues being re-assigned and source release (versions) being deleted.
Execute Reports (Insights) upon roadmap item.
Issues tab
Issues tab give you inside out view on the scope of your plan item
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To start with you can Search your issues by Name and/or filter by Status Category (TO DO, IN PROGRESS, DONE), Issue Types
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Based on the issues comprising the scope of roadmap item we pull all the issue types from the respective projects to allow you filter accordingly. |
If you are not happy with default columns in issue view you can change it
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We support most of standard and custom fields and render types.
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You can also change scope of you roadmap item to either add existing issue:
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or create new one:
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Milestones tab
Read more about Intermediate Milestones in standalone section of this documentation.
Add new items to Calendar
Calendar can outline Releases (Versions), Epic, Sprints and JQL Releases.
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Releases (Versions)
Jira Releases (Versions) are pulled automatically from all the projects you listed in the plan settings. Any new release created in any of the projects in Jira will result in the bar showing on the calendar (unless it’s w/o end date).
If you want to create new Release (Version) in Jira and Calendar click on Create>”Create version”
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Specify the following details:
Jira project where you want to create release(version)
Name of the version (release)
Description. Rich text format is supported either.
Start/End dates.
click “Create another“ add more
Epic
Also you can add existing Epic(s) to the Calendar. Click Create>”Add epics”
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Choose single or multiple epics from look up, specify start/end date if applicable and click Create.
Sprints
If you want to show your existing sprint you can add them as well. Click Create>”Add Sprints”
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Select your Jira board and sprint name you want to add. Start/End dates will be pulled automatically.
JQL Releases
If any of the above suits you well and you just want to add item based on Custom JQL click on Create>”Create JQL version”
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You would need to specify
valid JQL to define dynamic scope of your roadmap item
Name for the roadmap item to differentiate
Description. Rich text format is supported either.
Start/End dates.
click “Create another“ add more
Export to ICS
There are number of options to export your Calendar beyond the App.
For the audiences / stakeholders that are using Jira on regular basis you can add Calendar as Gadget to one of existing Dashboards or create new. Read more about Gadgets.
For the audiences / stakeholders that do not fancy using Jira you can export Calendar in .ics and import it as standalone Calendar to your existing personal / corporate Calendar tools (e.g. Outlook or Google Calendar)
To do so click “Export to .ics” icon on the menu ribbon
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Search and advanced filtering
You can fine tune your calendar view using search functionality and set of filters.
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In particular you can filter by:
Tags
Archived/Unarchived
Project Category
Show Milestones
To clear the filters click on “Reset to default“
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To show more filter or hide some of them you are not using click “More“ and check/un-check items
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