Use Case: Roadmap Board
CLOUD DATACENTER
Summary
Logo | 
|
|---|---|
Use Case | Roadmap Board |
Category | Planning |
Company/Team Managed Projects | Both |
Summary | Place your work items on the timeline (columns) according to their defined due dates. |
The paragraphs below outlines the specific use case. For more details about advanced features and complementary functionality we suggest to review Board dynamics section of this documentation.
Topics
Detailed overview
How to create?
To create you Roadmap Board click on the menu item to select “Create board“ or if this is your first board there should be “Create board“ button on the landing page:
You will redirected to Select template screen to choose one of pre-configured boards or ability to create a custom board you way.
Select “Roadmap board“ and click Next
You are one step away - just provide basic configuration to complete:
put a Name to your Board
select Projects/Spaces (there could be multiple so we pull work items multiple spaces)
choose Interval duration (weeks, months or quarters) so we know how to locate columns and due dates
choose Number of intervals (up to 12) so we know how many columns to create
any additional JQL you want to specify to shortlist work items
Click Create.
The following magic will happen:
Will automatically create columns for all the periods requested, namely
this week + next n-1 weeks requested
this months + next n-1 months
or this quarter + next n-1 quarters
Due Date is set to the end of the period, namely
Sun for weekly
End of month for monthly
End of quarter for quarterly
We will put all the work items with appropriate due date above in specific column
The rest will be in “Other“ column
How to use?
By moving work items in one of the columns due date will be assigned automatically to end of the period defined.
We would consider configuring swimlanes to slice the board into categories and/or topics.
To add new periods click on “+“ between the columns or after last one
Couple of suggested tips:
consider organizing columns in groups (aka weeks into months or months into quarters).
consider visualizing links / dependencies
consider using Wide View for current period
consider Focus View for tracking specific periods
consider creating multiple views for multiple use cases
How to configure?
Click on Board Settings to open configuration screen.
Check our our Configure board settings.