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Jira Automation docs have moved

All content related to Jira Cloud Automation, previously under the Automate your Jira processes and workflows section, have moved to the new Cloud Automation docs.

Go to Cloud Automation documentation | Why did we do this?

Set an exclusion rule in Advanced Roadmaps

This page refers to Advanced Roadmaps, which is a cross-project planning tool only available as part of Jira Software Cloud Premium and Enterprise.

We have a separate section for documentation about the project roadmap that’s included in all Jira Software plans. Go to the documentation for project-level roadmaps in Jira Software.

 

An exclusion rule is a great way to refine and focus your plan to only include the information relevant to your projects. You can tell Advanced Roadmaps to exclude issues from your plan based on any of the following criteria:

  • the date it was completed

  • issue type

  • issue status, or

  • the release to which it’s assigned

You can add an exclusion rule at any time to your plan. When creating a new plan, use the Refine issues displayed section to exclude issues.

Learn how to add an exclusion rule to Advanced Roadmap issue sources in Jira Software Cloud

To add an exclusion rule in an issue source in an existing plan:

  1. From the Roadmap view, navigate to settings using the  next to your plan name > Configure.

  2. Select Exclusion rules from the menu on the left.

  3. Use the fields to tell Advanced Roadmaps which issues to exclude from your plan.

 

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