Jira Advanced Roadmaps Tutorial For Beginners | Crash Course

Join me in this course where I will teach you all you need to know about Jira advanced roadmaps.
This is a Jira Premium only feature and I will teach you what you need to know to get started with Jira Advanced Roadmaps. I'll show you how to create an advanced roadmap. How to add sources to your roadmaps and then talk you through some of the configurations that you should be aware of. I'll also walk you through the navigation so that you can get comfortable with using the Advanced Roadmaps capability with Jira Premium.

[@magdawidera4755]

Just watched it and already recommended to everyone in my company. We have JAR and nobody really knows how to use it. Thank you so much for such a nice clear explanation. I literally said WOW out loud few times!

[@ApetechTechTutorials]

I’m so glad you enjoyed it!! I’m going to have to make a follow up video as the interface has changed a bit since I published this video last year.

[@tanaishadunbarger3273]

This has been extremely helpful. I look like a rock star with just this course!

[@ApetechTechTutorials]

Happy to hear it's helping you out! Make sure you check out the part 2!

[@chrisobrien9375]

Thanks for posting this. I'm only 13 minutes in but I wanted to mention that I appreciate i) your comment that orgs with both waterfall / agile methodologies will appreciate ARs, ii) presentation of Roadmaps (now Timeline?) before going to Advanced. As for audio, I have to set my headset and computer to max volume to hear you well enough.

[@adrianvaldovinos2163]

thanks Alex...! New Program Manager on the go, starting to implement advanced roadmaps into my daily work and this is the best how to video so far... will keep looking around your channel...

[@nicolasmartillo7866]

Advanced Roadmaps noob here, thanks for the Intro! :)

[@bsarel]

Would love to see advanced advanced roadmap stream as well to go beyond the basics. Thanks for the content!

[@ApetechTechTutorials]

I made a Pt.2 not too long ago: kzbin.info/www/bejne/kF6ldKp6mtGcjqs

[@zikitally4239]

Jira basic is good stuff. Advanced roadmap is great stuff. Great video Alex.

[@ApetechTechTutorials]

Thanks for the feedback!

[@louiseheller4373]

Damn!! when you said you never figured out auto scheduling my hope crashed to the floor a little. Love your videos, they are really helpful.

[@ApetechTechTutorials]

I really should figure it out.

[@BlackheartLangen]

Great one. You are a buddy that every company needs….would be beatiful to see you at the unfix community to see how the value streams would look like in jira…..

[@ApetechTechTutorials]

Thanks! I'm not sure I understand the second part of that comment.

[@marctardif5731]

Great feature that is now included in the Data Center version of Jira

[@ApetechTechTutorials]

Awesome! It always annoys me how Atlassian keeps those 2 products so different sometimes.

[@elp2557]

It’s still limited 😢

[@femiadetayo755]

I am so glad I bumped into this video. Great stuff. Thanks

[@ApetechTechTutorials]

Glad you found my channel as well. Hope you subscribed and tell everyone you know!

[@ArnisDave]

Very helpful - going to share this with my team. Thanks!

[@ApetechTechTutorials]

Glad it helped!!!

[@lindsaybecvar9555]

Hi Alex! In one of your Advanced Roadmap video's, I thought you mentioned possibly doing a comparison of BigPicture and Advanced Roadmaps. Is that video out there somewhere? I searched, but could not find it. I'm looking for a high level overview / visualization of the main differences between the 2 Jira Add-Ons. :) Thank you for your video's - they are so easy to follow and learn from! Much appreciated!!!!!

[@mitchlyngentry1624]

Hi - Mitch here from Denver.

[@JulienSauget]

Thank your your video. Really valuable for me 🔥🔥🔥

[@MatthewLewisology101]

Your videos and channel are awesome! Thank you. I am helping my team navigate a premium trial and this is a huge help. Because Atlassian's documentation is alright but stepping through the process and warning of the pinch points is 10x a better way to guide someone.

[@user-tp2vl2ht7m]

Hi Alex, been watching your videos and it has been so helpful, this video is just what I needed right now! thanks so much!

[@ApetechTechTutorials]

I'm so glad the video helped!! Thanks for commenting!!

[@peterstone7630]

Hi Alex, awesome videos! You are becoming my go to guy. Thank you for some excellent tutorials

[@ApetechTechTutorials]

Glad you like them!

[@robinpuerta]

Hey great video! I was looking forninfo regarding to jira roadmaps! Want to start using those!

[@ApetechTechTutorials]

Awesome. Make sure you check out part 2! kzbin.info/www/bejne/kF6ldKp6mtGcjqs

[@wreckball2315]

Awesome. Thanks. This was really helpful!

[@ApetechTechTutorials]

I'm so happy it helped you out! Hopefully some of my other videos help you out as well.

[@user-LBPM]

This is really great! I was able to pull some excellent nuggets out for our team and how we use Jira. I do have an odd question - we use Jira for more traditional PMing (no story points); the idea is to use Plan to share the project progress with our Clients so we're not doing rework by creating a project timeline elsewhere....is there a way to exclude any task with or without a specific component? We don't want to show the Client's everything, but specific issues and their progress. Or is there potentially another method of categorizing and singling out Issues within Plan to display?

[@thejiralife]

Yes, you might want to consider basing your timeline off a JQL filter instead of just the project or board. This will give you more control over what is displayed.

[@ApetechTechTutorials]

See my comment from The Jira Life

[@kumar0708ajit]

I watched this video for full hour. It's great and very informative. One question - Can we create Dashboard for the Roadmapping View?

[@ApetechTechTutorials]

You can’t. BUT, you can use Jira dashboard gadgets in Confluence AND you can embed the advanced roadmap in Confluence as well. So, I would go to Confluence and do it over there.

[@kumar0708ajit]

@@ApetechTechTutorials Thank you! Appreciate your response.

[@ramsep17]

hi great job. love from India

[@davidkramer275]

Great video Alex thank you so much for all of your effort on these videos! Is it not possible to have the sprints show up in the right time window that allows you to set the start and end date of the sprints and then reflect that in the time area or is the time area only driven by start date and due date?

[@samuelosadeigbins7497]

Thank For This

[@ApetechTechTutorials]

Glad you enjoyed the video!

[@als-qg3cy]

You mentioned that story points only work in scrum. Whats the solution for visualizing any given tasks value and points toward completion on a Kanban board without making a separate scrum board? What we have currently is that there can be half the tasks in an epic completed yet 80% of the work is completed and we have no way to visualize the value of what was completed.

[@ApetechTechTutorials]

Only thing that comes to mind is to create a number custom field and have it be displayed in the card layout.

[@yuriizhatkin3165]

Good tutorial thanks! One question, if I hit review changes and publish everything, then the watchers, assignees etc will got many notifications on issues updates or not? I am just afraid to spam people after publishing :)

[@ApetechTechTutorials]

I had that exact question come up today. I'm actually not sure. I'm going to try it and find out.

[@ApetechTechTutorials]

But, I would assume that they do get notifications as it is a change that would fall under the notification scheme.

[@yuriizhatkin3165]

@@ApetechTechTutorials yeah makes sense.

[@tiffanymarievaldez1752]

Thanks! great video!

[@ApetechTechTutorials]

Glad you enjoyed it!! We have a part 2 in the livestream section!! Check it out

[@gopalwadhwa9035]

Hey Alex , your videos are very informative . Thank you One questions does jira also have functionality of timesheets & capacity planning I know there are Two apps supported by jira that does the job Timesheets by tempo Capacity planning by tempo Is it possible in jira to have such features or apps are required ?

[@NxDMedia]

I'm looking at using Jira for the same reason, did you figure out how to go about this?

[@postive-vibes]

Great video, thank you!

[@RyanPerry-mb2sw]

Thank you so much for this!

[@ApetechTechTutorials]

Thank you for watching!

[@geovanytrejos9952]

Awesome. Although, I can't create dependencies with lines like you do. It asks me to add the issue manually in a text box. Is it perhaps my version of Jira?

[@davidkramer275]

I really wish you would have spent more time on Views. Im still trying to wrap my head around the differences between the various out of box views.

[@ApetechTechTutorials]

Thanks for that feedback. I'll revisit this topic as it's been fairly popular!

[@Vasanthvdevskp2023]

Thanks for the video...

[@ApetechTechTutorials]

Thank you for watching!

[@DenisFursenko]

Hi Alex! Great tutorial, thanks! But if there is a feature like "base plan" (which MS Project has)? I mean, how I can track if we are on plan or not? For example a story is not blocked by something, but the initial estimate was wrong. And we have to spend more time to do the job. Can we somehow display it?

[@YY-pg7bt]

Hi Alex, thanks for sharing this tutorials. This is really useful for beginners. Que how do I add back epics that is being removed from AR? I tried to remove the project from the plans and added back in but its not reflecting in AR

[@femiadetayo755]

Is there a way to add this to the dashboard so that it becomes part of sprint reviews or something like that? Just so we can review to see what the upcoming milestones are and how we are doing in relation to them.

[@ApetechTechTutorials]

You can't embed it into anything in Jira. BUT, if you are using Confluence, you can embed it into Confluence and you can also embed the sprint burndown. So, that would be my recommendation.

[@AustejaStankunaite]

If "initiative" level was created for one project but doesn't exist in another - can I still use it in advanced roadmap for those other projects?

[@ApetechTechTutorials]

No, the initiative will need to be folded into each project because when you publish your advanced roadmap, the issue needs to be created. Jira can't create the issue if the issue type isn't available in the project.

[@Seemiification]

Hi Alex, thanks for the informative video. Do you have a video on timelines in JIRA? I have hit an issue where I am trying to use timeline but can only use it for epics and issues under epic. Is it possible to use timeline to show tickets (bugs/stories) that are not in any epic but are tied for a specific release/fixversion. Appreciate your help. Thanks

[@visa2568]

Thank yoU!!! Do you know why my preview may not appear when i click in the plan view?

[@nduranpm]

Thanks!

[@ApetechTechTutorials]

Thank you very much Nick!

[@mitchlyngentry1624]

How can you change the Epic ranking shown in the plan?

[@jamiekneebone8778]

This is so important, please tell us @Apetech Tech Turorials

[@KarenRogalski]

How do you generate those Progress fields? Its not out of the box Jira in Custom Fields. Other than that, your video is very good.

[@ApetechTechTutorials]

Those progress fields are specific to the Advanced Roadmaps. They are default, but you do need to be a Jira Premium user.

[@user-tp2vl2ht7m]

Hi Alex, So since a ticket is created in the backlog for the initiative, does this mean that it stays there till the all stories are complete before whole initiative is marked as done? Even if it takes 4 (2week sprints). I'm asking as carry over happens and this means an initiative would stay in backlog for a very log time, How does one handle that? Epics appears on the roadmap and is linked to the ticket, why would Initiatives not act in the same way if it's higher than Epics? and if it does do you have a video on it I can watch?

[@ApetechTechTutorials]

You bring up an interesting point. Initiatives were designed to be used in the Advanced Roadmap. In a regular Jira backlog, they show up as a regular issue type because Atlassian didn't design this very well. You can however, modify your filter criteria for your board so that the initiatives do not show in your backlog.

[@user-tp2vl2ht7m]

@@ApetechTechTutorials Thanks, with some digging I found how to remove it from the back log.

[@user-xq4rc1so4s]

Hi, thanks for the video. You said that dependencies/blocks wont push dates away. Still, will end dates from initiatives be automatically calculated based what's below them? Is there a way to configure that? thanks!

[@jsail4fun2]

Help! From the advanced roadmap I can create epics and issues and assign them to projects, but it doesn't actually create the ticket?! How do I get it to actually link to the issue? / create the issue?

[@ApetechTechTutorials]

You have to hit the magical Review Change blue button at the top right corner.

[@gr1283]

The dependency lines are only available in Jira Cloud. Not avaliable in Jira Server unfortunately. Very disappointing

[@MsSilverarcher]

Noticing that when trying to add boards/projects to the Plan. It only allows us to add if they are "Company projects" vs "team-managed". (were created using the Jira templates) is there a way to get both types added into your Plan? or do you need to convert the Team managed one (team one is a Kanban, company projects are Scrum. If you do need to convert, does it impact the "team managed/kanban board in any way?

[@MsSilverarcher]

Found answer in your video ! thanks

[@ApetechTechTutorials]

You can only use Company-Managed in the plans. You'll need to convert and the impact will vary. If you are really in a kanban style project (not using story points), you should be be okay. . . but converting team-managed to company-managed is not trivial.

[@sathyasayee]

How do I filter based on resolved date in jira plans. please suggest. Also let me know how to export based from jira plans

[@Sun-mc8ph]

Hi Alex, is there a way to create a plan across multiple atlassian URLs as I have a group of companies and would be good to see them in one place?

[@mauriciosalazar1728]

Do you think the issue with the task blocked/Jira pushing dates (52:20) would be addressed as part of what the auto-scheduling functionality?

[@ApetechTechTutorials]

I need to do a little more research on the auto-scheduling capability.

[@mauriciosalazar1728]

@@ApetechTechTutorials Thank you! And thank you for making great YT content. 🙇🙇🙇

[@user-rt6hq4yr9m]

Question I'm having an issue when I try to create a initiative within my platfom plan. I'm receiving an error message "something went wrong"

[@iComplainer]

Verrrrrrry important question here.. I see you're using the Shure SM7B, but the audio on the video sounds like you're just recording through the laptop mic. What gives?

[@ApetechTechTutorials]

Yeah, this was an error on my end. I ended up fixing very quickly . . thankfully.

[@moinmoin3655]

Hi Alex, do you recommend using parent link for generating hierarchies in Jira in general? Currently we linked our epics to another issuetype. We have some project management in which we try to generate a hierarchy - currently on Jira Server. We will switch in the next few months, thats why I am asking.

[@PaulHouston-wc4kg]

Is the Initiative Issue Type out of the box or does that need to be added custom? I do not see it or Risk in my Jira only the standard Issue Types you mentioned around 3:40

[@ApetechTechTutorials]

Both initiative and Risk are custom issue types that need to be added

[@sUMEETTAMBI]

How do I make the plan public? so that I can share link and respective individual can view it.

[@claireberry9869]

When creating an issue under an Epic in Advanced Roadmaps, when I click create story, it defaults the issue being created as a bug. I can change it to story, but the next time I refresh the plan, it will revert back to bug as the default one. Do you know if there is a way to update the default one selected here? I have tried editing the order of the issues in the project's issue type scheme which has not worked.

[@thesuyogjambhulkarshow6214]

I’m using jira (data center) application with version 9.1.1 , is it possible to have roadmap in this version?

[@ApetechTechTutorials]

Yes, according to this article from Atlassian: www.atlassian.com/blog/jira-software/jira-data-center-includes-advanced-roadmaps

[@fawzialkayally9933]

I didn't find the Plans tab in Jira what can I do is it in premium account?

[@ApetechTechTutorials]

That is correct. You must have Premium to use this feature. I tried to mention it a couple times in the video.

[@mirialexeichick1438]

hi, is it possible to see the linked issues from different projects in the basic view of the plan? for example if a ticket test1-1 and i have linked tikcet test2-1 , can i see it in the basic view of the plan like its a child issue?

[@ApetechTechTutorials]

No. You have to get Jira Premium.

[@mirialexeichick6843]

I meant inside the jira premium , in the plan , in the basic view if i can see it?

[@ApetechTechTutorials]

Are those projects also in your plan? If they are, you should be able to see the lines connecting them. I should note that the only link type that I’ve seen work in Advanced Roadmaps is Blocks/Blocked By

[@sastryyanamandra5395]

Volume is extremely low.

[@ApetechTechTutorials]

Fixed it for future videos. Had something messed up with my recording software.