Setting Up Jira Roadmaps in 2023

n today's fast-paced software development landscape, effective project management tools have become indispensable. Jira, a widely popular project management and issue-tracking tool, has gained a significant following due to its flexibility and powerful features. One such feature is the Jira roadmap, which facilitates planning, tracking, and communicating project progress. In this article, we'll guide you through setting up Jira roadmaps in 2023 and provide practical advice for getting the most out of this invaluable feature.

Understanding Jira Roadmaps

A roadmap is a visual representation of a project's timeline, milestones, and dependencies. It serves as a high-level overview of a project's progress, helping stakeholders make informed decisions and maintain a clear understanding of the project's trajectory. Jira roadmaps are particularly beneficial due to their integration with other Jira features, enabling seamless project management.

Jira roadmaps consist of several key components, including:

  • Epic: A large user story or feature that can be broken down into smaller tasks.
  • Issue: A specific task or work item within an epic.
  • Release: A version of the product or software scheduled for deployment.
  • Dependency: A relationship between issues or epics where the completion of one is reliant on the completion of another.

[Read more: Jira Components and Subcomponents Simplified]

Setting Up Your Jira Environment

Before diving into Jira roadmaps, it's essential to set up your Jira environment:

  • Choose the right Jira version for your needs: Jira Cloud, Server, or Data Center. Jira Cloud offers quick setup and automatic updates, while Server and Data Centers provide more control over infrastructure and security.
  • Create a Jira project by selecting the appropriate project template based on your team's workflow (Scrum, Kanban, or Basic).
  • Configure your project settings, including permissions, notifications, and issue security schemes.
  • Customize issue types, statuses, and workflows to align with your team's processes and terminology.

[Read more: Expert Tips For Project Management in Jira]

Creating Your First Jira Roadmap

With your Jira environment ready, it's time to create your first roadmap:

  • Add epics to your roadmap by creating new issues and setting their issue type to "Epic" Provide a clear and concise summary for each epic, as well as a detailed description of the feature or user story.
  • Create issues and assign them to epics by selecting the relevant epic in the "Epic Link" field. Ensure that each issue has a descriptive summary and detailed information on the task's requirements.
  • Set start and end dates for epics and issues to establish a clear timeline for your project. Use realistic estimates based on your team's capacity and previous experiences.
  • Track progress and update completion status by regularly updating issue statuses and monitoring the overall improvement of your roadmap.

Managing Releases and Dependencies

Effectively managing releases and dependencies is crucial for successful project delivery. Begin by defining releases by creating a "Version" in Jira, specifying the release date and objectives. Use clear naming conventions for easy identification. Associate issues with releases by selecting the appropriate "Fix Version" in the issue details. 

Identify dependencies between issues and epics by creating issue links with the "Blocks" and "Is Blocked By" link types. Regularly review and manage these dependencies to mitigate potential risks. Visualize the impact of dependencies on your roadmap by enabling the "Dependency" view, which highlights dependent issues and potential conflicts.

Enhancing Your Jira Roadmap Experience

To make your Jira roadmap experience even better, consider the following tips:

  • Customize your roadmap view by adjusting the display settings, such as time frame and level of detail, to suit your preferences and project requirements.
  • Use filters to focus on specific aspects of your roadmap, such as team members, issue types, or priority levels. This can help you quickly identify bottlenecks or areas that need attention.
  • Integrate Jira roadmaps with other tools and platforms, such as Confluence for documentation or Slack for team communication, to streamline your workflows and improve collaboration.
  • Collaborate with team members using Jira roadmaps by sharing your roadmap, inviting comments, and assigning tasks. Encourage open and transparent communication to ensure everyone stays informed and engaged.

Best Practices for Jira Roadmaps

To make the most of your Jira roadmaps, keep the following best practices in mind:

  • Set realistic timelines and expectations to prevent overcommitment and reduce the risk of missed deadlines. Regularly review and adjust your roadmap as needed to account for priorities or resource availability changes.
  • Continuously update your roadmap to reflect changes in priorities, progress, and any new information that comes to light. This ensures your roadmap remains a relevant and accurate reflection of your project's current state.
  • Use Jira roadmaps for communication and decision-making, as they provide a visual and easily digestible overview of your project's status. Share your roadmap with stakeholders to keep them informed and involved in the project.

Address and resolve issues in a timely manner to maintain momentum and avoid potential delays. Monitor your roadmap for potential bottlenecks or risks, and take proactive steps to address them.


In summary, Jira roadmaps are a powerful tool for planning, tracking, and communicating your software development projects. By setting up your Jira environment, creating and managing roadmaps, and following best practices, you can significantly improve your project management capabilities and ensure project success. 

However, simply using Jira, might not be enough to get the best out of your project space, an engineering analytics tool can equip you with the data-driven insights you need to place your team on top. Hatica offers metrics across 13 dashboards, powered by CI/CD tools, JiraGitHub, Azure, CircleCI and GitLab. By collating tool activities at one place, Hatica helps teams streamline their workflow and improve productivity.

Subscribe to the Hatica blog today to read more about unblocking developers, and boosting productivity with engineering analytics. 

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Table of Contents
  • Understanding Jira Roadmaps
  • Setting Up Your Jira Environment
  • Creating Your First Jira Roadmap
  • Managing Releases and Dependencies
  • Enhancing Your Jira Roadmap Experience
  • Best Practices for Jira Roadmaps
  • Conclusion