Roadmap view

Owned by Yuri
Last updated: Aug 04, 2022
7 min read

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

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

To navigate on the timeline click on it and move forward / backwards.

Also you have right panel to

  • collapse/expand swimlanes

  • Zoom in/out

  • Resize to “Today“

Unscheduled items

If you can’t find your item on the roadmap it might be unscheduled - missing Start & End dates. To bring them it and potentially schedule use “Show unscheduled“ toggle on the menu ribbon.

Once you toggle it all unscheduled items will show up on roadmap with blurred Start/End date pointing to Today.

Read the following section to learn how to schedule it.

How to schedule?

To amend Start or End Date of the roadmap item there are couple of options. To start any actions on item you need to click on it. The bar will become dark plus you will see arrows at start date and end date.

From that moment you can

  • either move start date to change it

  • move end date to change it

  • or move a complete bar to change both

All the change to start and end dates will be applied automatically so there’s no need to commit anything.

Move milestone

To move a milestone you need to put a mouse on it. The cursor will change indicating you can move left-right.

Drag and drop it at the date you want to amend.

Swimlanes

We have flexible configurations of swimlanes. Thus, you can choose from:

If you choose “Swimlanes by Projects” you can also select they way you want to sort it, namely:

  • by project name

  • by project category

Once you have too many Swimlanes you can Expand and Collapse them all.

Edit and browse items on the Roadmap

You can do much more to roadmap items in addition to scheduling. Right click on the item to open up all the possibilities available.

Clicking on “Edit“ or “View Issues“ will open up Items details screen: - Summary and Issues tabs respectively.

In addition to right-click menu you can can do it with left click:) - If you have right zoom settings and your roadmap bar is big enough you will see “pencil“ icon once you put a mouse on it. My clicking on the “pencil icon“ you will open same Items details screen.

For smaller bars and milestones (items with only End date defined) you would still need to use right click. It’s just not enough room for “pencil icon”

Summary tab

On Summary tab you can receive an overview about your roadmap item plus get access to all the action items, namely:

  • You can amend roadmap 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.

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.

  • Execute Reports (Insights) upon roadmap item.

Issues tab

Issues tab give you inside out view on the scope of your roadmap item

To start with you can Search your issues by Name and/or filter by Status Category (TO DO, IN PROGRESS, DONE), Issue Types

If you are not happy with default columns in issue view you can change it

We support most of standard and custom fields and render types.

You can also change scope of you roadmap item to either add existing issue:

or create new one:

Milestones tab

Read more about Intermediate Milestones in standalone section of this documentation.

Add new items to Roadmap

Roadmap can outline Releases (Versions), Epic, Sprints and JQL Releases.

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 in the roadmap (unless it’s w/o start/end date and you need to toggle on “Show Unscheduled“).

If you want to create new Release (Version) in Jira and Roadmap click on Create>”Create version”

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 Roadmap. Click Create>”Add epics”

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”

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 roadmap item based on Custom JQL click on Create>”Create JQL version”

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

Search and advanced filtering

You can fine tune your roadmap view using search functionality and set of filters.

In particular you can filter by:

  • Tags

  • Archived/Unarchived

  • End date (Any, This month, This quarter, Custom range)

  • Project Category

  • Show Unscheduled

To clear the filters click on “Reset to default“

To show more filter or hide some of them you are not using click “More“ and check/un-check items