Customize your view on the roadmap

For a roadmap to be most effective, it should display the work that’s most relevant to you. What’s relevant often differs between roles, so you can customize your view to suit your needs.

An annotated screenshot of the roadmap in a classic project. It displays the filters, and the view settings panel.
  1. Filter by issue summary: Find and refine your roadmap by searching for keywords. The filter narrows down your roadmap as you start typing as it matches your text input to the summary field on an issue. The filter applies to the epic and its child issues.

  2. Filter by assignee: Use this filter to see who’s doing what. This filter will automatically appear when you add an assignee to an issue. Select the avatar to only show work assigned to that person. If your roadmap is filtered by assignee, any new issue created on the roadmap will be assigned to the most recent selection.

  3. Filter by status category: This filter allows you to filter by a status category, either To do (represented as a grey status), In progress (represented as a blue status), or Done (represented as green status). The filter applies to the epic and its child issues.

  4. Filter by label: Any label added to an issue on your roadmap will show up in this filter. Select one or more labels from the list to refine your view. If your roadmap is filtered by a label, then any new issue created on the roadmap will inherit the same label.

  5. View settings: A collection of settings that allow you to adjust your personal view of the roadmap. The settings only apply to you and although we remember your preference, you can change your view at any time.

  6. Epic display options: Use the dropdown to select which epics to display. The current options are: All, Incomplete, or Complete.

  7. Dependencies and progress: Add or remove dependencies and progress from your view.

  8. Timeline: Toggle to a specific timeframe, on the fly. Divide by weeks, months, or quarters.

The roadmap already has some built-in filters to help with issue management and make things run faster. For now, your roadmap will only display 300 epics and 3000 issues. The roadmap also excludes any issues that are considered complete.

Completed issues in Jira Software

Admins in Jira Software might be familiar with an issue’s Resolution field. This field is set when an issue is moved from the In progress to Done status. It’s then that Jira Software considers the issue complete.

This behavior is automatically configured as part of default workflows. However, if a custom workflow is used, the behavior needs to be manually configured as a post function.

The roadmap relies on a different field — the Status category change date — to define completed issues. By referring to this field, the roadmap ensures a consistent approach between default and custom workflows. Learn more about Jira Software’s Resolution field and configuring post functions.

So, this means the roadmap doesn’t include:

  • Issues that were marked as Done over a year ago.

  • Issues that were resolved with a due date from over a year ago.

This logic will always apply to the roadmap, even if you adjust your view settings.

Adjust your view settings

The View settings will let you specify which epics to display, with the exclusions applied. You can refine your view so the roadmap displays All, Complete, or Incomplete epics.

A cropped screenshot of the view settings panel on the roadmap. A dropdown is selected with different display options

Incomplete epics, even those created more than a year ago, will always be available on your roadmap.

To include dependencies and progress in on your roadmap, tick the checkbox. To exclude them, just untick the box.

A cropped screenshot of the view settings panel, displaying the extra details available on a roadmap

The refined roadmap will automatically refresh to display your selections.

Apply filters on top of your custom view

To really focus your view on the roadmap, try adding filters.

You can display epics and issues in a certain status category, or particular issue types. Just keep in mind how your view settings and filters work together. For example, a roadmap won’t be able to display issues with the Done status category, if your view settings are set to display Incomplete epics.

Last modified on Jan 4, 2021
Cached at 9:29 PM on Jan 20, 2021 |

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