Step-by-Step Guide to Creating a New Roadmap in Jira

Creating a new roadmap in Jira is a straightforward process. Follow these steps to set up and customize your roadmap:

Step 1: Access Your Jira Project

1. Log in to Jira: Open your web browser and log in to your Jira account.
2. Select a Project: Navigate to the project where you want to create the roadmap. You can find your projects in the left-hand sidebar under the “Projects” menu.

Step 2: Open the Roadmap View

1. Find the Roadmap Tab: In the project navigation menu, locate the “Roadmap” tab. Click on it to access the roadmap feature. If you don’t see this option, ensure that your project type supports roadmaps (like a company-managed or team-managed project).

Step 3: Create a New Roadmap Item

1. Add a New Item: Click the “+ Create” button or the “Add Item” button on the roadmap screen.
2. Fill in the Details:

• Title: Enter a name for the roadmap item (e.g., “Q1 Product Launch”).
• Start Date: Select the start date for the item.
• End Date: Select the end date or duration for the item.
• Description: Optionally, add a brief description to provide context.

Step 4: Set Milestones and Dependencies

1. Add Milestones: If applicable, set milestones within your roadmap item to highlight key dates.
2. Manage Dependencies: Link any dependencies to show relationships with other items. You can do this by selecting the relevant items from the dependency options.

Step 5: Customize Your Roadmap

1. Change View Settings: Use the options provided to switch between different views (e.g., timeline, list view).
2. Add Custom Fields: If you need to capture additional information, use custom fields to enhance the roadmap item.

Step 6: Save Your Roadmap

1. Review Your Entry: Check all the information you’ve entered to ensure accuracy.
2. Save Changes: Click on the “Save” button to finalize the creation of the roadmap item.

Step 7: Share and Collaborate

1. Share the Roadmap: Use the sharing options to send the roadmap link to stakeholders or team members.
2. Gather Feedback: Encourage collaboration by collecting feedback from your team to improve the roadmap.

Step 8: Monitor and Update

1. Regular Updates: Regularly check and update your roadmap as tasks progress, new items arise, or priorities change.
2. Track Progress: Use the visual representation to track progress against milestones and deadlines.