Whether you're new to Jira or a seasoned project manager, understanding how to create and manage a roadmap is essential for streamlined project planning. Jira Roadmap helps you visualize project goals, timelines, and tasks, making it an invaluable tool for teams of all sizes. In this detailed guide, we'll explore everything you need to know about Jira Roadmaps, answer the most frequently asked questions, and introduce you to Planyway—a solution that will elevate your Jira roadmap experience.
A Jira Roadmap is a visual planning tool that enables teams to map out and track the progression of a project. It provides a high-level view of milestones, tasks, and deadlines. It can display items like epics, stories, and releases, helping project managers and teams visualize the sequence of tasks over time. Roadmaps in Jira help teams prioritize work, identify dependencies, and ensure alignment with broader organizational goals.
To create a roadmap in Jira:
Open your project and navigate to the Timeline tab.
Create Epics and other issues and assign them start and end dates.
Adjust the timeline, dependencies, and priority for each issue as needed.
If you want to achieve more flexibility over your roadmap, try the Planyway for Jira plugin. The app will let you group your timeline by team members, teams, projects, epics, and components.
Basic Roadmap (now called Timeline): Available in Jira Software (Cloud and Data Center), it allows teams to visualize tasks and timelines, track progress, and organize work using epics and issues.
Advanced Planning (Plans): Available in Jira Software Premium, it offers more powerful features like:
Cross-project planning.
Cross-team planning
Managing dependencies.
Capacity planning.
Team and stakeholder reporting.
You can manage dependencies by:
Linking issues: In the Jira roadmap, you can create issue links to represent dependencies between tasks.
Visualizing dependencies: Jira’s roadmap view will automatically show these links, making it easier to track how the completion of one task affects another.
Advanced Planning: In Jira Premium, dependencies are more robustly managed with visualization tools for more complex projects.
Jira roadmaps do not have an official feature for milestones. As a workaround you may use Releases and see them on your roadmap or create a Milestone issue type.
If you’re ok with the third-party app, you may visualize milestones with Planyway plugin.
Epics are large bodies of work that can be broken down into smaller tasks or stories. In a Jira roadmap, epics are used to represent significant milestones or deliverables in the project timeline. They help visualize the larger picture of your project while tracking smaller, incremental tasks.
Here is more about epics in Jira.
To manage releases:
Use versions to associate tasks and epics with specific release cycles.
Track release progress in the roadmap, use the "Release Burndown" or "Release Status" chart.
Jira allows you to filter your roadmap by:
Project.
Issue Type (e.g., Epic, Story, Bug).
Priority.
Assignee. You can also use the search bar to quickly locate specific issues or milestones.
You can create sprints in Jira and assign them to specific timelines in your roadmap. Each sprint should have its own set of tasks that align with your overall project goals. In Planyway you can track sprints visually as bars on the roadmap.
Portfolio management in Jira roadmaps involves tracking multiple projects in one view, using Advanced Roadmaps to manage timelines, resources, and dependencies across various initiatives. In Planyway you have the chance to connect any number of Jira projects to any roadmap view to manage them all together. Plus, there is a view that lets you see each project in the individual lane.
Resource allocation is handled by:
Assigning tasks to specific team members
Tracking capacity in Advanced Roadmaps to ensure the workload is balanced.
Monitoring progress through the roadmap to ensure that resources are being efficiently used.
With Planyway plugin you can get a more visual approach to the resource management so that you can easily see who is doing what by when, track deadlines, and even balance workload to prevent over and under allocation.
You can prioritize tasks by:
Setting start and due dates for tasks.
Assigning priority levels (High, Medium, Low).
Using swimlanes to categorize issues by priority.
Visualizing dependencies to ensure critical tasks are completed first.
Yes, Jira roadmaps allow you to create a simplified version of a Gantt chart. You can visualize tasks and dependencies over time with a timeline view. However, for more advanced Gantt chart features, consider using plugins like BigPicture or Advanced Roadmaps.
Yes, you can set up notifications in Jira to alert you to changes in general. For example, you can receive notifications when tasks are updated, when a milestone is reached, or when a new issue is added. Here’s more detail.
While Jira is primarily designed for task tracking, you can manage resources through Advanced Roadmaps or use plugins to integrate budget tracking and resource management features. In Planyway you can use time tracking to calculate efforts and then make reports to track budget and invoice clients.
Collaboration in Jira is facilitated by:
Sharing the roadmap with team members.
Assigning tasks to different team members and tracking their progress.
Using comments and @mentions to communicate about specific issues or updates on the roadmap.
Yes, Jira roadmaps can be shared by exporting them as PDFs or using third-party tools like Planyway to embed or export them to external platforms. You can also share a read-only link for stakeholders to access the roadmap directly.
Present your Jira roadmap by:
Exporting it to a readable format like PDF.
Sharing it in Confluence or via a direct link.
Regularly updating the roadmap to reflect progress.
Yes, you can integrate Jira roadmaps with third-party calendar apps like Google Calendar or Outlook to synchronize tasks and deadlines. For Google Calendar integration you may consider Google Calendar+ for Jira and Issue Events. For Outlook: Outlook Connector for Jira and Microsoft 365 for Jira.
Yes, Jira can be integrated with Confluence. You can embed Jira roadmaps in Confluence pages, allowing stakeholders to view real-time project updates and roadmaps directly from Confluence. This ensures a seamless flow of information and avoids switching between platforms.
Yes, you can use Jira’s import feature to synchronize data from external tools. Here’s the detailed guide to explore further.
Yes, Jira roadmaps can be exported to PDF or Excel formats. This can be done directly from Jira’s roadmap view or by using third-party tools like Planyway.
You could create Epics in your main project and put under them all the necessary tasks or stories from the other projects. Once done, track the overall progress at the Epic level, while each individual team still works on their own tasks/projects that belong to the Epics.
You can use Jira's native gadgets or reports to track Epics or simply visualize work on a roadmap grouped by Epics with the Planyway app.
To handle scope changes:
Reassess the timeline: Adjust the roadmap as new tasks or milestones are added.
Update dependencies: Make sure any new changes reflect the impact on other tasks.
Communicate with stakeholders: Ensure that everyone is aware of changes to scope.
Challenges include:
Overcomplicating the roadmap: Keep it simple by focusing on high-level tasks.
Inaccurate data: Ensure that team members regularly update the roadmap.
Managing dependencies: Use Advanced Roadmaps to handle complex dependencies effectively.
Yes, Jira roadmaps are designed for agile teams. They allow you to plan sprints, releases, and track progress using the agile framework of epics, stories, and tasks.
Labels and components help organize issues in your roadmap by categorizing them based on common themes or areas of the project. This makes it easier to filter and prioritize tasks. If you use Planyway roadmap, you have the option to group you roadmap by components.
Jira Roadmaps help project managers:
Visualize Project Progress: easily track the progress of tasks, milestones, and epics.
Prioritize Work: plan and prioritize tasks across teams or projects.
Coordinate Teams: align teams and stakeholders on the project timeline.
Improve Transparency: provide visibility into project status for everyone involved.
Ensure Timely Delivery: stay on top of deadlines and dependencies.
Keep the roadmap updated regularly.
Use Epics to represent milestones or deliverables.
Break down complex tasks into smaller, actionable items.
Leverage dependencies to manage cross-team collaboration.
Regularly review and adjust priorities as the project progresses.
Mary from Planyway
Customer Support Manager at Planyway
Planyway
Kazakhstan
58 accepted answers
Online forums and learning are now in one easy-to-use experience.
By continuing, you accept the updated Community Terms of Use and acknowledge the Privacy Policy. Your public name, photo, and achievements may be publicly visible and available in search engines.
1 comment