Utilize Jira Roadmap effectively

The effective use of project management tools like Jira is crucial for the success of your projects. Especially the roadmap function is a valuable feature that helps you keep track of the progress of your tasks and projects. In this guide, you will learn how to effectively use the roadmap in Jira for your needs.

Key Insights

• The roadmap is easy to find in the menu bar of Jira.
• You can filter timeframes by weeks, months, or quarters.
• In the weekly view, you can see the different epics and their durations.
• You have the option to add new epics and define due dates.
• It is important to monitor the status of tasks and versions.

Step-by-Step Guide

Accessing the Roadmap

To access the roadmap in Jira, navigate in the menu bar to the corresponding point. There you will find the basic functions of the roadmap.

Applying Time Filters

You have the option to filter the view by different timeframes: weeks, months, or quarters. If you choose the weekly view, you will see individual days, while the monthly view provides a brief overview of the months and quarters.

Overview of Epics in the Weekly View

In the weekly view, you can see the different epics and their durations. Each epic displays the corresponding operations and their time frames. For example, an epic could last from November 30th to January 5th, based on the sprints scheduled for the associated tasks.

Detailed Epic Analysis

Once you have selected the epic, you will be informed about the user stories contained within. It is important to recognize how long these tasks actually take and how they are distributed across sprints. This way, you can better manage any potential delays.

Adding a New Epic

To create a new epic, navigate to the roadmap and click on the option to add a new epic. Give it a suitable name, such as "Checkout." Within this epic, you can add further operations.

Assigning Due Dates

After adding a new epic, you have the option to assign start and due dates. Even if this date is not automatically defined by the sprints, you can manually determine how long the epic should last.

Customizing the View

The roadmap also allows you to customize the view. You can filter the status of your tasks to see which ones are in progress, which ones need to be completed, and which ones have already been finished.

Managing Versions

In addition, you can filter the versions of your epics. If an epic is not assigned to a specific version, you can create a new version that makes sense for planning your tasks.

Visualizing Dependencies

Another important aspect is visualizing dependencies. This allows you to better understand and manage the progress and dependencies in the project.

Sharing and Exporting the Roadmap

You can also share your roadmap to collaborate with team members or even export it. This allows you to provide the progress of your project in various formats, including images.

Monitoring the Epics

The roadmap provides you with a good way to keep track of all your Epics. It is essential to know how long a task actually takes compared to the planned timeframes so that you can make adjustments in time.

Summary

The roadmap in Jira is a powerful tool that helps you monitor the progress of your projects and make efficient plans. You can filter the view by different timeframes, add new Epics, define due dates, and easily track the status and dependencies of your tasks.