TABLE OF CONTENTS



When viewing a Roadmap, you can customize the view to suit your needs. Roadmaps options enable you to visualize progress based on your own specifications. At a glance, you can understand the progress being made on your most critical software projects. 


With these customization options, you can easily visualize projects that are ahead of schedule or projects falling behind. This can help spark conversation with your team about what actions can be taken to hit your deadlines. The Roadmaps options available are:


Roadmap Insights: Track Progress with Issue & Story Point Metrics


Within Roadmaps, you can choose from four different options to track progress based on your own specifications:

  • Percentage of issues completed
  • Number of issues completed
  • Percentage of story points completed
  • Number of story points completed


This is a personal preference and won't affect your team members' views. The option you choose will be saved for when you return to the Roadmap.


Epic Forecasts: Visualize Finish Lines with Remaining Work Estimates

When viewing the Roadmap, you can toggle on the option Show predicted end date to display the predicted end date for your epics. The prediction is done using the rate at which issues in the epic have been closed (an epic specific velocity) and the number of remaining story points for that epic. If the team does not use points, Zenhub uses the issue count alone. The predicted end date is influenced greatly by whether or not the team is actively working on the issues contained within an Epic. If the team pauses work, the predicted end date will go further and further out, if the team starts closing issues again, the predicted end date will come in.


Hovering over the predicted end date icon will display the date this epic is likely to be completed. Dragging the epic on the Roadmap to the marked predicted end date will result in the progress bar being in line with the current date.





Organize with Color: Project Group Coding

When viewing the Roadmap, the default color option is Colored by project group You can toggle between color options in the Roadmaps options:


Color Coding by Project Status

When viewing the Roadmap, you can toggle the option to color the projects and epics based by Project status. At a glance, your team can see which projects are on schedule, at risk of being late or already late. Projects will be coloured green, orange or red to indicate status.

 

Adjusting the Roadmaps Timescale

With Roadmaps, you can adjust the timescale from weeks to months to quarters in order to see what the team is working on week by week or for the entire year:




Exporting the Roadmap

You can export the Roadmap to an SVG file. By exporting the Roadmap, you can provide key stakeholders with visibility into the progress of your most important goals



Roadmap Overview: Organization-Wide View

By switching to organization view, you can view all the projects and epics that are a part of any Roadmap in your organization. This provides you with a high-level overview of all current and upcoming projects for your entire business. To switch to organization view, select your organization name in the top tab navigation above the projects and epics sidebar. The organization view defaults the timeline to quarters, however you can adjust this to weeks or months to view the information most important to you which will be saved :


Note: The default repository of your current Workspace determines the organization that will appear. Example: If the default repository of your current Workspace belongs to the Chatbox organization, Chatbox will be the organization view you can switch to to view all Roadmaps within that organization.


Key Dates

Key dates provides the ability to drop a pin on the roadmap or on a specific epic. You can rename the important date to whichever you need as well as change the color for it to pop or to be eye catching.

Key date on the roadmap: You can create a key date on the roadmap by moving your curser to the above timeline area, your curser will turn into a plus icon, click and you will be provided the option of that date or you can edit the date if it wasn’t quite where you wanted it, add a title and set the color.


Key date within an epic:

Within an epic you will notice a new metadata added at the bottom. Here you can add as many key dates as needed within your epic.



Once you have created a few key dates they will appear with a quick glance on your roadmap:


If any changes are needing to be done to the date as sometimes timelines change you can do so by clicking on the 3 dots or going into your epic and editing from in there:

Dependencies

Dependencies are now visually found on the roadmap. We display dependencies with a known icon that you can also find in our Daily Feed (My work and within the team feed) to let you know with a glance that, that epic is blocked. We have also added lines providing direction as to which epic it is that is blocking the blocked epic.

You can add a dependency within an epic by going into that specific epic and clicking on dependencies to open and search the title:



You also have the option to remove if its no longer a blocker or you selected the incorrect epic.

Once you have done that you will see on the roadmap the blocked or blocking icons. As well as the lines directing you demonstrating which epic is blocked by which on the roadmap: