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Create and edit a Program

Create a new Program

Users with “Manage Programs” permission can create a new Program from the Programs List screen.

In the latest version of Easy Agile Programs, you’ll see the following six-step process. This includes the Cloud app, and app versions 5.3.0+ on Data Center.

If you’re using Easy Agile Programs v5.2.1 or earlier on Jira Data Center, you’ll see a one-page form instead of this six-step process. Find instructions for the older Create Program form here.

The create program workflow is a six-step process:

1. Name your program

Enter a name for your Program. This can be changed later.

The Program name will also show in the “Program” custom field on issues scheduled in Program.

2. Add your teams

Add a board from Jira for each team who’ll work in this program.

You can choose any Scrum, Kanban or team-managed board, including boards already used in other programs.

For more info on team boards, see: What is a "team" in Easy Agile Programs? Configuring Jira Boards

3. Choose issues for your roadmap with the Roadmap issue source

You can choose to build your roadmap using epics from the selected team boards.

Alternatively, manage the roadmap using a dedicated Jira board. The board filter query will determine what issues are used in Easy Agile Programs.

You cannot change this selection after creating the Program. You can switch which Jira boards are used.

See Configuring the Roadmap issue source for guidance on finding the right option for your situation.

4. Configure third level hierarchy (optional)

Connect your teams with higher level business initiatives (i.e. capabilities) by adding an additional level of hierarchy to your program.

Select the board that contains your third level issues. You may need to create a new board in Jira that contains the issues you wish to display.

Select the Jira link type that connects your features (i.e. Jira epics) with the third level issues.

This step is optional. For more details, Third level hierarchy.

5. Configure date syncing (optional)

Keep your features (and third level hierarchy issues) in sync with Jira by selecting the start and end date fields used.

This will allow for real time integration between Easy Agile Programs, Jira and Advanced Roadmaps so there’s less manual work to keep everything up to date.

For date syncing to work correctly, the date fields selected must be shown on the Jira edit issue screen. This is something your Jira Administrator can help you with.

For more details, see Date syncing with native Jira date fields

This step is mandatory when using third level hierarchy (step 4).

6. Choose a dependency link type

Use the dropdown to select the dependency link type you want to visualise on your program.

Learn more about dependency configuration.

Once you’ve created your Program, you’ll be taken to the new Program to create your first Increment.

Edit a Program

Users with “Manage Programs” permission can edit their Program from the Program Roadmap.

Edit Program button highlighted.png

In this menu, you can:

Edit Program 710.png

Delete a Program

You need Jira Administrator permission to delete a Program. Find the “Delete program” option on a Program on the Program list page:

Delete Program.png

As an extra safeguard, you will be required to enter the program name into the dialog to confirm the delete action.

On Data Center app versions v5.2.1 or earlier, users with “Manage Programs” permission can also delete a Program.


Easy Agile support

If you’re having issues creating or configuring a Program, reach out to our support team here! We can answer any questions, walk you through the process, and help you find a configuration that works for you.

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