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How To Use Roadmaps in Jira

This document provides guidance on using roadmaps in Jira, including how to create a Jira project, add epics and issues to the roadmap, plan timelines using colors and labels, track status and progress using views, manage dependencies between issues, and export the roadmap to PNG or Confluence. Key aspects covered include the differences between Kanban and Scrum methodologies, team-managed vs. company-managed projects, and how to organize and monitor work using color coding, labels, views, and tracking status.

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Nikhil Deshmukh
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93 views

How To Use Roadmaps in Jira

This document provides guidance on using roadmaps in Jira, including how to create a Jira project, add epics and issues to the roadmap, plan timelines using colors and labels, track status and progress using views, manage dependencies between issues, and export the roadmap to PNG or Confluence. Key aspects covered include the differences between Kanban and Scrum methodologies, team-managed vs. company-managed projects, and how to organize and monitor work using color coding, labels, views, and tracking status.

Uploaded by

Nikhil Deshmukh
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 9

GUIDED PROJECT

Key
Takeaways
How to use roadmaps in Jira

Instructor:
Angelo Paolillo

1
Introduction and creating a Jira project
Task 1

Key Takeaways

● Jira is a leading issue and project tracking tool used for project management
● Jira is particularly useful for agile methodologies
● You can create and use an account for free and upgrade to premium plans when needed
● Kanban and Scrum are the two most used templates for agile projects
● You can create any project as team-managed or company-managed

What do “Kanban” and “Scrum” mean? Team-managed vs. company-managed

They are both agile methodologies templates. Team-managed are ideal for autonomous teams that want to
manage without a Jira admin and are working on a single-team
Kanban is mostly used for projects that do not require a specific project.
and strict timeline.
Company-managed projects are ideal for teams that need to
Scrum is used to plan waves of work at specific times, and is work with other teams and can benefit from company-wide
mostly used for projects that require a specific and strict timeline. shared workflows and other features managed by a Jira admin.
Create epics and issues on the roadmap
Task 2

Key Takeaways

● Agile projects are divided into “Epics” and “Issues”


● “Epics” are larger pieces of work composed by stories or issues
● “Issues” are single tasks achieving a smaller objective. Together issues compose “Epics”.
● You can create epics and issues directly in the Roadmap screen
Plan timeline with colors and labels
Task 3

Key Takeaways

● You can draw directly on the Roadmap the start and end date for any epic
● By clicking and editing the epic, you can change its color code
● Color-coding epics on the roadmap can help you categorizing and monitoring your epics more easily
● Edit the “label” field in the epic to categorize it, this will be useful when using “Views”
● Views filters help you monitor your work looking at only specific labels when needed
Track status/progress and apply views
[Task 6]

Key Takeaways

● You can change the status of each epic and issue


● Status options are “To-do”, “In progress”, “Done”
● When changing the status, each epic and issue will be labeled with their status on the roadmap
● Under each epic, a bar will be colored in green for “Done”, blue for “In progress” and grey for “To-do” to show the progress
● You can change the “View settings” to show Progress or not
Manage dependencies
[Task 7]

Key Takeaways

● Dependencies are connections between issues on your roadmap


● An issue may block, or be blocked, by another one
● You can add a dependency using the “link” button while editing an epic or issue
● You can also mouse hover an epic on the roadmap, drag and drop the link icon onto another epic
● You can change the “View settings” to show Dependencies or not
Export the roadmap to PNG or Confluence
[Task 10]

Key Takeaways

● You can export the roadmap as an image in PNG format


● You can export the roadmap by publishing it to a Confluence page
● Confluence is an Atlassian tool to create cross-project team websites, dashboards and communication
● Click the “Export” button on the top right hand corner of the screen to export the roadmap
Additional Resources

8
Additional Resources

● A brief introduction to Kanban (link)


● A brief introduction to Scrum (link)
● Atlassian Jira Product Roadmaps (link)
● Adding dependencies (link)

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