Using the Roadmap
Timeline
- The roadmap timeline will display all Epic Issue on the project* that has been enabled
- The roadmap will display the Summary of the Epic Issues by default.
- The Epic Name will be displayed in a tooltip above the Summary.
- By default, the timeline will display:
- The last year
- The current year
- The next year
- You can change the order of the Epis Issues by simple drag and drop
- The roadmap will display the Summary of the Epic Issues by default.
- Each Epic has a bar, representing a date range. The date range will have your configured fields as Start and End date.
- If an epic doesn't have a set start or end date, the ends of the horizontal bar will appear rounded.
- If no start date is set, the epic will automatically begin on the day the first issue was added.
- If no end date is set, the epic will automatically end one month from the day it was created.
- You can change the date range easily
- Hover on an epic to view its date range
- Drag its left and right edges to adjust the date range
- Drag the bar and move it left or right to change the date range
- Bars and their dates will become more transparent once their due date has passed.
- You can manage your Epic bars on Quarterly, Monthly and Weekly timeline view
- You can navigate forward and backward on the timeline using the slider. Use the Today button to navigate to the current date.
*The roadmap displays up to the first 1000 Epic Issues based on the Created Date. If your project contains more than a thousand Epics, we recommend filtering them down.
Filtering
Date range filter
You can set the displayed timeline for the Epic Issues with the date range picker
- Select the desired start date and end date for the timeline
- By default, the timeline will display: the last year, the current year, the next year
- Click on the "Reset filter" button to set the timeline to the default view
Status filter
You can filter the Epic Issues on the roadmap based on its' statuses.
- Select the desired statuses and the roadmap will only display the Epics in the selected status.
- Select the statuses again to remove them from the filter.
- Click on the "Reset filter" button to quickly remove all selected statuses.
View Options
You can display additional information about the Epics on the timeline with the Options button:
- Show Status
- Show Dates
- Show Progress
- Show Issue Key
- Show Dependencies
- Show Markers
Show Status
If this option is checked, the statues of the Epics will be displayed on the timeline next to their summary.
Show Dates
If this option is checked, the Start and End dates of the Epics will always be visible on the timeline next to the bars.
Show Progress
If this option is checked, the progress of the Epics will be visible below the Epic Summary.
You can track progress towards Epic completion with the progress bar. It will be calculated based on the status category (to do, in progress, complete) of the Issue in Epic in workflows.
Show Issue Key
If this option is checked, the Issue Key of the Epics will be visible next to their Summary.
Last updated timestamp
The interface will display who and when changed something last on the roadmap. (eg.: order, start date, due date)
This timestamp will not reflect if an epic was updated somewhere else, like on the Issue screen or on any board.
Markers
You can manage date markers to represent milestones or releases.
- You can add, edit or remove custom date or version marker on the roadmap.
- The name and the date will be displayed in a tooltip over the marker.
Milestone Marker
You can add custom date markers to represent milestones or events.
- Click on the "Add marker" button.
- Select "Milestone marker" tab
- Provide the name of the marker
- Select the date of the marker
- Select the color of the marker
- Click on "Add marker" button
Version marker
You can add versions as markers to the roadmap. The marker will represent the verion's release date.
- Click on the "Add marker" button.
- Select "Version marker" tab
- Select the version
- Select the color of the marker
- Click on "Add marker" button
You can also remove the version markers from the roadmap here.
Dependency lines
You can visualize dependencies between epics
The Issue link between two Epics will be represented as a line on the Roadmap timeline. You can view the issue link type's name on the line, eg.: Blocks, Clones, etc. With the help of the dependency lines, you can view if one epic is blocking the progress of another, or two epics that impact one another.
The starting point of the lines depends on whether the links are configured as an outward or inward link. The outward link is always to the right of the bar and the inward is always to the left.
The line will turn red if the Epic Issues' dates overlap.
View details about the dependencies
Click on the dependency name to view:
- The Epic Issue and its' due date of the outward-bound Epic
- The Epic Issue and its' start date of the inward-bound Epic
- The outward link's name between the two Epic
The line will turn red if the Epic Issues' dates overlap.
Create Epic Issue
To create an Epic Issue, click the + below the Epics in the first column.
- The Summary and the Epic name value of the newly created Epic Issue will be the provided text.
- Issue Type will be Epic.
- Start Date will be the date where the timeline is currently positioned.
- End Date won't be initialized.
Note:
- Epic Issue will be created regarding your workflow and project settings (status, etc.)
- If there are required fields in your Create ISsue Screen, the app won't be able to create the Epic from the timeline view. In this case, you should create the Epic Issue on the default Jira Create Issue Screen.
Change Epic colors
Epic bars on the roadmap will be in the same color as in your Agile project.
To change the color of the Epic, follow the Atlassian guide in case of:
Epic details
Click on the Epic to view it in more detail. On this view the following fields can be displayed and edited:
- Issue Key
- Summary
- Status (not editable)
- Epic Name
- Start Date (the configured date field in roadmap settings)
- Due Date (the configured date field in roadmap settings)
- Components
- Labels
- Affect versions(s)
- Fixed versions(s)
- Reporter
- Assignee
- Description
- Issues in Epic
- Linked Issues
- Activity
- Comment
- Work Log
- History
These fields will be present in the details view only if they are visible (not hidden) in the project's Field Configuration.
These fields will be editable on this view only if they are on the Edit Issue screen.
Create Epic Link
You can view and add Epic link to Issues.
- Click on the + icon
- Select the Issue for the Epic Link
- Press "Link" button to save it
You can also remove the link by clicking on the X icon on the right side of the Issue.
Create Issue Link
You can view and link other Issues to the selected Epic.
- Click on the + icon
- Select the link type
- Select the Issue for linking
- Press "Link" button to save it
You can also remove the link by clicking on the X icon on the right side of the Issue.
Export
You can export your timeline to a PNG image with the Export button. The exported image will contain:
- the timeline and Epics in the selected date interval
- all information that you selected in the Options (markers, dates, etc.)