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Customize your view on the roadmap

The Roadmap view in Jira Software is the same for both company-managed projects and team-managed projects, aside from how to enable it and troubleshooting information.

Learn how to enable the roadmap view in your team-managed project

Read more about troubleshooting issues in a team-managed 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.

Here’s what you can do on your project roadmap:

A company-managed roadmap, consisting of team avatars, epic bar, dependency dropdown, time dropdown, and child issues.
  1. Filter by assignee, status category, versions, label, or issue summary: Use the assignee, status, versions, label, or text filters to specify which issues display on your roadmap. The filters automatically appear when you add an assignee to an issue, create more than one type of issue, or add a label to an issue on your roadmap. The text field is always available and all filters apply to epics and child issues. Learn more about filters on the roadmap.

  2. View settings: Display All, Complete or Incomplete epics. Then, choose to hide or show your epics' dependencies and progress on the roadmap.

  3. Timeline: Change the zoom level of your roadmap to view upcoming weeks, months, or quarters.

  4. Schedule bars: Each bar represents how long your tasks are scheduled to take. Only the sprints that part of the same backlog are listed at the top of the roadmap along with the months. To see the exact dates of an epic, hover over its schedule bar. Sprints that have both start and end dates, and are associated with the board will be listed at the top of the roadmap, along with the months. Learn how to display the date range of your epics on the roadmap.

Schedule bars for child issues are only currently available for scrum teams.

Individual issues only appear if you’ve added them to the epics on your roadmap. There are a few ways to add issues. Learn how to add issues to epics from the roadmap.

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

Jira Software looks at two different fields when it evaluates if an issue is done:

  • In company-managed projects, it looks at the issue’s Resolution field, set via a post function when an issue is moved from an In progress to Done status. Learn more about Jira Software’s Resolution field and configuring post functions.

  • In team-managed projects, it looks at the category of the issue’s status. Issues are considered resolved when they’re moved from an In progress to Done status category.

The roadmap refers to the Status category change date to define completed issues. This makes sure the roadmap always refers to a consistent field and doesn’t get muddled by different workflows.

The roadmap uses the Status category change date to filter out:

  • 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 always applies to the roadmap, even if you adjust your view settings.

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

Adjust your view settings

The View settings menu lets you specify which epics to display. 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.

Last modified on Nov 11, 2021
Cached at 11:27 AM on Dec 2, 2021 |

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