Mastering Jira Product Roadmaps A Guide to Creating and Managing

Creating a product roadmap is a vital part of strategic planning for any product development team. It provides a visual summary that maps out the vision and direction of your product over time. Jira, a popular project management tool, offers robust features for building and managing product roadmaps. This comprehensive guide will delve into Jira product roadmaps, including how to create and manage them, and answer frequently asked questions.

What is a Product Roadmap?

A product roadmap is a high-level visual summary that maps out the vision and direction of your product offering over time. It serves multiple purposes:

  1. Aligning Stakeholders: Ensures everyone is on the same page regarding product goals and timelines.
  2. Prioritizing Features: Helps prioritize features and initiatives based on strategic objectives.
  3. Tracking Progress: Allows teams to track progress against the planned timeline.

Why Use Jira for Product Roadmaps?

Jira is widely used in agile project management due to its flexibility and extensive feature set. Here are some reasons to use Jira for your product roadmaps:

  1. Integration with Agile Workflows: Seamlessly integrates with agile boards and workflows.
  2. Customizable Views: Offers customizable views to suit different team needs.
  3. Real-Time Updates: Provides real-time updates and collaboration features.
  4. Advanced Reporting: Includes advanced reporting tools for tracking progress and performance.

Creating a Product Roadmap in Jira

Creating a product roadmap in Jira involves several steps. Here’s a detailed guide on how to do it:

Step 1: Set Up Your Jira Project

  1. Create a New Project:
    • Go to your Jira dashboard.
    • Click on “Projects” in the top menu and select “Create Project”.
    • Choose a project template that fits your workflow (e.g., Scrum, Kanban).
    • Enter the project details and click “Create”.
  2. Configure Project Settings:
    • Set up your project’s board, workflows, and issue types according to your team’s needs.
    • Configure permissions to ensure the right team members have access.

Step 2: Define Your Product Goals and Initiatives

  1. Set Clear Goals:
    • Define what you want to achieve with your product in the short and long term.
    • Align these goals with your company’s strategic objectives.
  2. Identify Key Initiatives:
    • Break down your goals into specific initiatives and features.
    • Use Jira’s “Epics” to group related features and tasks under these initiatives.

Step 3: Create the Roadmap

  1. Navigate to Roadmaps:
    • In your project, navigate to the “Roadmaps” section. This is available in Jira Software Premium and higher versions.
  2. Add Epics to the Roadmap:
    • Click on “Create Epic” to start adding your key initiatives to the roadmap.
    • For each epic, define the start and end dates, and provide a clear description.
  3. Organize Epics:
    • Arrange epics on the timeline based on their priority and dependencies.
    • Use drag-and-drop functionality to adjust dates and durations.

Step 4: Break Down Epics into Stories and Tasks

  1. Create Stories and Tasks:
    • Break down each epic into smaller stories and tasks.
    • Use the “Create Issue” button to add these items and link them to their respective epics.
  2. Assign and Schedule:
    • Assign stories and tasks to team members.
    • Schedule these items on your agile board, ensuring they align with your roadmap timeline.

Step 5: Monitor and Update the Roadmap

  1. Track Progress:
    • Regularly update the status of your epics, stories, and tasks.
    • Use Jira’s reporting tools to track progress and identify any blockers.
  2. Adjust as Needed:
    • Adjust your roadmap based on feedback and changing priorities.
    • Communicate any changes to stakeholders to keep everyone aligned.

Best Practices for Using Jira Product Roadmaps

  1. Keep it High-Level: Your roadmap should provide a high-level view and not get bogged down in details.
  2. Regular Updates: Keep your roadmap up-to-date to reflect the current state of your project.
  3. Stakeholder Communication: Regularly communicate with stakeholders to ensure alignment and manage expectations.
  4. Use Versions and Releases: Leverage Jira’s version and release management features to align your roadmap with your release cycles.
  5. Integrate with Other Tools: Integrate Jira with other tools your team uses (e.g., Confluence for documentation, Slack for communication).

FAQs About Jira Product Roadmaps

1. What is the difference between a roadmap and a backlog in Jira?

  • Roadmap: A high-level visual summary that outlines the vision and direction over time.
  • Backlog: A detailed list of tasks and features to be worked on, usually prioritized by importance and urgency.

2. Can I share my Jira roadmap with stakeholders who do not use Jira?

  • Yes, you can export your roadmap to a shareable format or use Jira’s sharing features to provide view-only access to stakeholders.

3. How do I handle dependencies in Jira roadmaps?

  • Use Jira’s dependency management features to link related tasks and epics. This helps visualize dependencies and manage risks.

4. Is it possible to customize the roadmap view in Jira?

  • Yes, Jira allows customization of the roadmap view, including filtering by status, assignee, and other criteria.

5. What should I do if my roadmap needs to change?

  • Agile methodologies encourage flexibility. Regularly review and update your roadmap based on new information and changing priorities.

6. How do I integrate Jira roadmaps with Confluence?

  • Use Jira macros in Confluence to embed Jira roadmaps and issues directly into your Confluence pages for seamless integration.

7. Can I use Jira roadmaps for multiple projects?

  • Yes, Jira Advanced Roadmaps (available in Jira Software Premium) allows you to create cross-project roadmaps.


Creating and managing a product roadmap in Jira is a powerful way to align your team and stakeholders around your product vision. With its robust features, Jira makes it easy to plan, track, and adjust your roadmap as your project evolves. By following the steps and best practices outlined in this guide, you can effectively leverage Jira to drive your product development forward.

For more detailed tutorials and information, consider visiting the official Jira documentation:

By integrating a well-planned roadmap into your Jira workflows, you’ll enhance your team’s productivity and ensure that your product development stays on track.

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