This page covers the range of tools and controls available in Easy Agile Roadmaps
Getting to know the toolbar
The Roadmap name is shown on the left-hand end of the toolbar.
To access the list of all created roadmaps, click the Roadmap list tab in the top left of the toolbar.
Switching views
Use the dropdown to switch between views
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Hierarchy view - See your work items structured as a tree, with child items nested beneath their parents to show how work relates across levels of your Jira hierarchy.
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Theme view - Organise your roadmap into customisable swimlanes (themes) to manually group and structure work your way.
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Compact view - A condensed, read-only layout that fits your entire plan on one screen, designed for sharing with stakeholders. (Currently in beta.)
Timeline view: Date range, Zoom level, and Today
The Date range selector lets you directly control which portion of the timeline is visible. If the selected period does not fit on your screen, the app will display the start of the selected period.
Parts of the timeline outside the selected date range are shown in grey to help you focus on the active planning window.
Zoom level can be set to week, month, quarter, or year.
The Today button quickly scrolls the roadmap timeline so that the current date is in the centre of the view.
Filters
Filters can be used to reduce the issues displayed on the roadmap based on issue types, status or one of your Jira quick filters.
View settings
Customise your view from the view settings menu item.
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Show/hide date and version markers
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Show “Today” as a marker in the timeline
On the hierarchy view, you'll also be able to:
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Expand all level 1 issues to show stories and other level 0 work items
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Show/hide guidelines to visually show a hierarchy group to make it easier to see how items relate to their parent/children on the timeline.
Markers
Use date markers to mark significant dates or periods on the roadmap or version markers to visualise Releases from Jira.
Themes
Open the Themes dialog to create and manage Theme swimlanes.
The Themes menu item is only visible when using the Theme or Compact view.
Backlog
Use the Backlog button to find and add work items that aren’t already on the roadmap (e.g. items with no start/end dates).
Select the checkboxes of multiple items to add them all to the roadmap at once.
To create a new Jira work item or Roadmap item, click the blue plus (+) between items on the left-hand work item panel.
Synchronise work items
Use the “Synchronise work items” button to enable or disable automatic syncing, or manually publish changes to Jira.
Learn more about Synchronising the roadmap and dates with Jira.
Export Roadmap
Use the “Export Roadmap” button in the top right to Export and share your roadmap.
Provide Feedback
Use the “📣 Provide Feedback” button in the top right-hand corner to send a message directly to the Easy Agile Roadmaps product team.
Permissions
Use the lock icon in the toolbar to control who can view and edit your roadmap. Roadmaps can be set to Open or Private (restricted to specific users you invite). Learn more about roadmap permissions.
Edit roadmap
Change the configuration of this roadmap or delete it from the ⚙️ “Edit roadmap” button in the top right corner.
Help
Use the
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Quickly open a support request with our team. This will automatically include your app license number, helping us help you faster.
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Navigate to this app documentation.
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Generate in-app troubleshooting information to help our support team help you.
The issue panel
All issues currently on the roadmap will show in a panel on the left side of the page. This shows high-level details about your issues:
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Summary
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Issue key
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Issue type icon
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Status Category (To Do / In Progress / Done), indicated by a colored square
Click any issue key to open that issue in a dialog
In Hierarchy view, level 0 issues (stories and other standard-level issues) are collapsed by default.
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Show level 0 issues for an epic by clicking on the arrow on the left side of an epic.
Level 0 issues are not loaded by default for performance reasons.
In the issue menu opened with the “three dots” button:
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Add child issue: to open a panel where you can select an existing issue from your Jira boards [Hierarchy view]
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Unschedule: clear dates from the issue (without removing it from its place in the hierarchy)
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Send to theme: to quickly move items to a specific theme [Theme view]
