- Jira Roadmap In Confluence
- How To Create A Roadmap In Jira
- Create Roadmap In Jira
- How To Define Roadmap In Jira
- Advanced Roadmaps For Jira
- Product Roadmap In Jira
- Roadmaps are increasingly a core part of Jira Software’s promise to help you plan, track, release and report on your work. During this webinar we’ll walk th.
- Jira is now the project management tool which are the most use in agile. If this tool is very complete, sometime you need to add some plugins to have more options useful for your context; some teams need to add roadmap to Jira. Indeed, some companies have to manage a roadmap for their products.
- Roadmaps is one of the newest features in Jira Cloud and it's available exclusively in next-gen projects. Take a look at how to create epics and their child.
- Open the roadmap. Once Easy Agile Roadmaps is installed, each Scrum and Kanban board in Jira will have a linked roadmap. To open it up, look for the Roadmaps icon found in the Project Sidebar for all agile boards on Jira Server and for single-project agile boards on Jira Cloud.
Jira is a superb task tracker and a great tool to help you get things done. It’s also a powerful resource at the macro level and can help you plan projects and map your work especially with the help of its various features. The Jira roadmap feature, launched in 2018, allows you to visually lay out your work overtime, for example, displaying how a product will develop over a period.
The iterative product roadmap is, by definition, sliced into time boxes (iterations, PIs, or quarters) and is focused on reporting the progress made in a given time box. The Gantt chart-like product roadmap, while it can have the iteration overlay, is more about deadlines (use markers for deadlines) and events (use milestones).
What’s more, it makes it easy to see how individual tasks mesh together to contribute to the larger project. A further added benefit is the fact that Jira roadmap isn’t rigid but can change shape as work is done and as requirements change.
All of this simplifies communication within the team and makes planning much easier.
In short, roadmaps in Jira can provide teams with the bigger picture for their work and how they’re contributing to larger business goals. This means that it provides a crucial guide for defining your priorities and keeping your team in alignment.
Dev teams, product teams, and agile teams of all types can hence all get a lot out of using a Jira roadmap.
In this article, we’ll explain how to set up roadmaps in Jira and provide advice on customization and best practice tips to make sure that you’re getting the most out of this powerful feature.
Why you Need Roadmaps in Jira
The fundamental purpose of the product roadmap is to illustrate your team’s strategic vision for the relevant stakeholders.
Jira roadmap is a key tool for agile teams and should illustrate both what the team is working on and why. Roadmaps in Jira enable you to connect tasks to your broader product strategy and to order tasks and priorities based on customer feedback – both of which are pivotal for the agile methodology.
This means that the team can quickly and simply access all of this information. At the same time, the product owner can easily illustrate and justify changes in direction.
Jira packs information into roadmap items meaning that the overall picture is clear but significant amounts of additional detail are no more than a click away. Meanwhile, epics can be broken down into smaller tasks directly from the roadmap, and dates and deadlines are automatically adjusted as you manipulate items on the roadmap. What’s more, the ability to embed your live Jira roadmap into Confluence means that you can share it wherever you need.
Roadmaps aren’t one-size-fits-all, either, though. Whereas dev teams may want to focus on sprints, milestones, and tasks set against a chronological timeline, roadmaps can also be useful for a range of other purposes and can be highly effective for communicating the development pipeline for non-technical users.
Roadmaps for executives: Roadmaps can be extremely useful for illustrating progress over time, sorted by month or by quarter, and working towards high-level organizational targets.
Roadmaps for sales and marketing: Roadmaps can highlight new features and functionality that will drive sales. As a public resource, they can also drive customer engagement by promoting upcoming features and areas of development focus.
Advanced Roadmaps vs. Basic Roadmaps
Basic roadmaps are available as part of all Jira plans, while the advanced roadmaps feature is limited to Jira Software Premium. You can see an advanced roadmap above and a basic roadmap below.
The key difference between the two is that advanced roadmaps include the ability to view tasks from multiple teams and projects, and with unlimited levels of hierarchy. Whereas roadmaps can map dependencies within a single team, advanced again takes this to the next level, allowing you to identify dependencies and blockers across teams and projects.
Advanced roadmaps also include the ability to review team capacity on a sprint-by-sprint basis and to create multiple versions of your Jira roadmap, meaning that you can plan for all eventualities.
How to Set up and Use Roadmaps in Jira
To enable roadmap functionality for your next-gen Jira Software project, go to the project sidebar and select Project settings > Features. From this page, you can enable and disable the roadmap feature.
When building a roadmap in Jira, product owners should weigh up customer insights and the team’s goals and targets. Phantoml0rd. With this in hand, the team can then begin prioritizing work and populating the plan.
Of course, you should also keep in mind the intended audience for the roadmap: is it for the team’s own use, for executives, or for external stakeholders? This will guide the specific information and the level of detail that it’s appropriate to add to the roadmap.
And providing the right amount of information is crucial: too little and the roadmap won’t be used; too much and the roadmap will be hard to read and inaccessible.
To minimize clutter, roadmaps won’t display completed issues. If issues were marked “done” over a year ago or are resolved and have a due date over a year ago, then they won’t appear on the roadmap.
Reading the Roadmap
There are a number of elements and features to track when using the roadmap. You can:
- Filter the roadmap and the issues displayed by assignee
- Filter the roadmap by status category (To do, In progress, or Done), applying to the epic and child issues
- View date ranges and edit them just by extending the bars
- Access settings to adjust your personal view at any time
- Add new issues on epics – just open an epic in order to add child issues (which will then appear on your board and in your backlog)
- Zoom in and out on the roadmap by adjusting the timeline by weeks, months, or quarters
Customization Options for Roadmaps in Jira
There’s plenty that you can do to customize your view of a Jira roadmap.
You can choose which epics to display on the roadmap using the view settings, selecting between All, Complete, or Incomplete. Epics that are marked Incomplete will always be available to view on the roadmap.
You can choose to include dependencies and progress on the roadmap by selecting the appropriate box in the view settings panel.
Using filters you can choose to display issues and epics in specific status categories or for specific issue types.
How to Share your Roadmap
Being able to share your roadmap with stakeholders is key, and there are in fact several options for sharing.
- Anyone on your team who has permission to view the plan can access the roadmap via Jira and using the page URL.
- You can share the roadmap as a read-only link:
- Above your roadmap timeline, select the Share option; then click Link and Copy.
- You can embed the roadmap in HTML pages:
- Go to the sharing panel, then click Embed and Copy. You can then just drop the link on any HTML page that supports URL embedding.
- You can export it as an image (as a PNG file):
- With your roadmap open, select Export; then select the Timeline view, Start and End dates and then click Export – and you’re done!
- You can export a spreadsheet (as a CSV file):
- Just click Export then Spreadsheet (.csv). The CSV generated will map the plan, based on the current hierarchy and filters.
- You can embed your roadmap in a Confluence Cloud page. The roadmap will update in real-time and you can view and edit it as if you were in Jira. There are a number of ways to connect the roadmap to Confluence:
- i) Paste a URL: With your roadmap open, copy the URL from your browser, then paste this directly into the Confluence page. Confluence will then automatically generate a Jira Roadmap macro.
- ii) Use the macro shortcut menu: From the macro shortcuts menu in Confluence, simply select Jira Roadmap.
- iii) Pull up the macro menu: From the full macro menu in Confluence, select Jira Roadmap.
Best Practice Tips for Roadmaps in Jira
Creating the perfect Jira roadmap is a fine art and it requires keeping a number of plates spinning at the same time. So here are some tips:
- Only include information that is relevant and useful for your audience
- Ensure that the relevant stakeholders can access the roadmap and that they are using it
- Communicate with stakeholders to ensure that it meets their needs
- Keep the roadmap up-to-date and ensure that it’s edited when things change
- Ensure that the roadmap reflects both short-term and long-term work and priorities
On a more technical front:
- Make sure your project is set to include the epic issue type – otherwise the roadmap won’t work. Ensure, also, that epic issues have the appropriate date fields set.
- Roadmaps can only display 300 epics or 3,000 issues, so it’s good practice to ensure that issues are marked as done when relevant and to set appropriate due dates.
- If you have corrupt issues, the roadmap won’t display. You can resolve corrupt issues by ensuring that the fields for status, status category, issue type, and rank settings are all complete and correct.
Apps to Help you Create and Manage Jira Roadmaps
There are a number of Atlassian Marketplace apps that can help you with roadmaps.
Jira Roadmap In Confluence
Easy Agile Roadmaps for Jira
This app provides roadmap functionality for classic projects and calls itself the simplest and most flexible roadmapping tool for Jira. It offers an easy-to-use interface, with editing possible directly from the roadmap, and the app comes with features such as quick filters, milestones, swimlanes, and export tools.
Easy Agile is available for Cloud, Server, and Data Center and you can try it for free.
You can find Easy Agile roadmaps for Jira in the Atlassian Marketplace here.
BigPicture – Project Management & PPM
As well as providing Gantt charts, boards, and Agile timelines, the appropriately named BigPicture app includes its own roadmap functionality. BigPicture’s roadmaps are compliant with Scaled Agile Framework requirements and offer a high-level view of the workflow.
The app has versions for Cloud, Server, and Data Center and a free trial is available.
Find BigPicture – Project Management & PPM for Jira in the Atlassian Marketplace here.
Swanly – Portfolio Release Roadmaps Jira
Swanly aims to provide the best roadmap for portfolio releases. The app helps teams organize, navigate, and filter releases and to create cross-project releases with synchronized versions. You can navigate the timeline using project swimlanes or filter by the type of release, and you can create timelines for both projects and portfolios.
At present, Swanly is only available for Cloud.
Get Swanly for Jira in the Atlassian Marketplace here.
How To Create A Roadmap In Jira
Conclusion
In this piece we’ve explored what roadmaps can do for you, the options available to you in Jira, and some tips and tricks for getting the most out of them.
The Jira roadmap feature is a great way to illustrate the product pipeline in a clear and easy-to-understand format. What’s more, it can be a great fit for a wide range of audiences – whether you need to communicate priorities for your team or if you’re outlining your plans for executives or for your clients. So, if you’re not yet using it, it’s time to make a change!
Recommended Reads:
- Top 15 Trending Jira Apps in 2020
- Essential Jira apps for Successful Collaboration across Teams and Platforms
- The Complete 2020 Guide to Gantt Charts in Jira
- How to Build a Jira Workflow for Scrum: The Complete 2020 Guide
- How to Build the Perfect Jira Workflow for Bug Tracking
On their own, your roadmaps are powerful tools. Not only do they lay the foundation for your product strategy, but they also serve as essential collaboration tools for your entire team to communicate what’s coming down your product pipeline.
So yes, roadmaps are great on their own. But when you combine them with the flexibility of Jira? Well, that’s a match made in roadmapping heaven. Whether it’s eliminating double data entry or boasting flexible visualizations that encompass everything your team is building, there’s a lot to love.
In this guide, we’ll walk you through what you need to know about Jira for Roadmunk, from the high-level benefits to the nitty gritty how-tos. Ready to get started? Let’s do this.
Getting to know Jira for Roadmunk
At the most basic level, Jira for Roadmunk is a flexible integration that bridges the gap between your overarching product strategy and your day-to-day planning. Think of it this way: Roadmunk is a high-level tool designed with product roadmapping in mind that makes it easy to build, share and present beautiful roadmaps. On the flip side, Jira is a more tactical tool that helps you break down your product strategy into manageable to-do lists. When put together, they form a dynamic duo of high-level product strategy mixed with everyday tasks. If we were playing a game of Word Association, “Roadmunk” might go with “strategic,” while “Jira” would match up with “tactical.”
Remember how we said the integration is flexible? That’s because it meets you at your level. Whether you’re more of a one-way sync roadmapper or prefer two-way synchronization, Jira for Roadmunk supports both—not to mention manual syncs if you choose to go the old-school route. (Keep in mind that if you opt for a manual sync, you’ll have to push updates to Jira by hand in order for any changes to be displayed.)
With a one-way sync, Jira is your source of truth—any updates to your epics, stories and issues flow from Jira straight to your roadmap. But with a two-way sync, any changes you make in Jira are reflected in your roadmap—and vice versa—saving you time and keeping your team organized.
Worried about double data entry? Never fear—with Jira for Roadmunk, your data is automatically synced, eliminating any worries you might have about having to do twice the amount of work. You also have the ability to set up a sync schedule between your roadmap and Jira project to ensure that your roadmap is always up to date with the most current Jira information.
Create Roadmap In Jira
Setting up the integration
Now that you know a little bit more about the integration and what makes it so dynamic, it’s time to start setting it up in your Roadmunk account. Luckily, connecting Jira in Roadmunk is a straightforward, painless process (we promise!).
If you’re an Account Admin in Roadmunk, you’ll be able to set up the integration on your own. Plus, you’ll only need to connect it once thanks to our one-time Jira setup wizard. Even if you don’t have admin credentials, you’ll still be able to use Jira for Roadmunk as soon as the initial setup is finished.
Check out the video below for a detailed rundown of getting the integration up and running. Or if you prefer seeing everything mapped out with text, we’ve included all the necessary steps over on our Knowledge Base.
? Hot tip: Reduce your manual lift by mapping Jira start and due dates to Roadmunk. Just keep in mind that in order to map your dates, the date field should show up on your Create Issues screen and be set to a plain date picker.
The benefits of roadmapping with Jira
Now that you have the integration set up, let’s take a step back and look at what makes Jira for Roadmunk so powerful. No matter what your current roadmapping setup is like, Roadmunk’s Jira integration was created to work alongside—and enhance—your existing workflows. Still, there are plenty of things you can do with the integration that you can’t do in Jira alone. Here are a few of our favorite benefits that will help inspire your own product strategy as you start to familiarize yourself more with how it all works.
Plan your releases with confidence
If you were working solely in Jira, you’d only be able to view one release at a time—let’s just say that’s not exactly ideal. But with Roadmunk, you can bring together all of your upcoming releases in one easy-to-understand view. Not only that, but you can also get a high-level view of which Jira issues are included in each of your releases.
You can even pivot your release roadmap to tell the story that matters most to your audience. Whether that means choosing to display the status, priority or owner of each issue, you ultimately get to decide.
Capture the big picture with epic views
Within Roadmunk, you can get a big picture view of multiple epics by pulling all of them into one handy roadmap. Issues can then be linked into each epic and tracked against any Jira fields that are key to your planning, including status and priority.
Forecast time and effort with more precision
No more second-guessing—with Roadmunk’s Timeline visualization, it’s easy to get an at-a-glance view of the time, effort and resources it will take to finish tasks and assignments. The great thing about Timeline visualizations is that they show what’s happening and when, so there’s never any confusion of where your product strategy is at any moment. Not only that, but this clear, digestible view helps your team avoid unrealistic deadlines that might otherwise pop up unexpectedly.
And thanks to Jira for Roadmunk, any items you create in the Timeline visualization can be pushed to Jira, automatically creating stories and epics so that your team can start working on them ASAP.
Roll up multiple Jira projects into one Master Roadmap
We tend to think in terms of one Jira project being the equivalent of one Roadmunk roadmap. But if your team has multiple Jira projects, you can create one high-level roadmap (a Master Roadmap) that combines all of your initiatives.
? Hot tip: This is especially helpful for organizations who might have multiple teams using their own Jira projects so that they can tell a more complete, in-depth story of their priorities and progress.
How To Define Roadmap In Jira
Tips, tricks and best practices
Before you head off and start building your own Jira-enabled roadmaps in Roadmunk, here are a few of our favorite tips to take your knowledge of the integration to the next level. With these best practices in mind, you’ll be well on your way to roadmapping like an expert.
Sync smaller amounts of data
In order to keep your performance in tip-top shape, it’s best to keep the data you’re syncing on the smaller side. This will not only help to lower your overall load times, but it will also help improve your roadmap’s overall performance. Think of it this way: the smaller your data, the bigger the picture you’ll get of all of the items that make up your roadmap. X-plane 11 50.
Advanced Roadmaps For Jira
Visualize project completions
Want to see how close an epic in Jira is to being complete? You can take the guesswork out of the equation by visualizing and measuring your epic progress one of two ways:
- Progress by Issue Count is a percentage based on the number of issues that have been marked as Done in an epic. For example, if you have four stories in an epic and only one has a status of Done, they would show up as 25% complete.
- Progress by Story Points is a weighted percentage based on story point values that are assigned to completed stories in a given epic. This gives you a deeper understanding of how much of your total work has been marked as Done. For example, if you have four stories and one of them is completed—but weighted at 50% of the total work—they would show up as 50% complete.
Product Roadmap In Jira
Try on Swimlane for size
You may be a dyed-in-the-wool Timeline visualization fan (and that’s great!), but sometimes it’s better to opt for the Swimlane visualization for Jira roadmaps. Why? The big selling point for Swimlane in this context is that you can neatly bucket your information better while still leveraging dependencies for sub-items.
Remember, your roadmaps don’t have to be difficult to decipher or intimidating to format—stick with Swimlane for a more holistic, crystal-clear view of your Jira roadmaps, and your teammates will be crowning you the Marie Kondo of roadmapping in no time.
Ready… set… roadmap!
So there you have it—your comprehensive tour of how to use Jira and Roadmunk in tandem. Whether you’re just getting started on your roadmapping adventure or are already a roadmapping whiz, let this guide be your go-to resource for steering you along your Jira for Roadmunk journey.
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Want even more inspiration to get your roadmaps up and running? Check out our repository of more than 35 roadmapping templates, where you’ll find example roadmaps for every business occasion, from product roadmaps to digital marketing roadmaps and beyond.
And if you’re hungry for even more Jira content, check out our comprehensive how-to guide on everything you need to know about navigating it with success. Happy roadmapping!