Features Timeline

A roadmap is a high-level visual representation of a project's goals, milestones, and deliverables over a specified time frame. It serves as a strategic guide that aligns the project's objectives with the organization's overall goals and provides a clear overview of its direction, key activities, and timelines.

This feature allows you to plan and visualize tasks, track their progress, collaborate with team members, and share boards with your stakeholders. Routemap for Confluence provides a comprehensive visual presentation of your team’s goals, milestones, and deadlines. As a result, this will keep everyone updated, ensuring the project stays on track.

1. Menu bar

Let’s begin with the app's Menu bar.

1. Create: this button allows you to create a new Lane, Milestone, Container, and Task.

2. Comments: it allows you and your team members or stakeholders to give feedback directly in the roadmap.

3. Search tasks: with it, you can find a specific task in the roadmap.

4. Activities: it works as a log history, recording any action taken into the roadmap.

5. Collapse/Expand all lanes: it allows you to quickly collapse or expand all existing lanes in the roadmap.

6. More options: this is where you can find the Export button to download the roadmap as a PNG image for external usage. Besides, you can also access Display settings to decide how you want to render your roadmap.

2. View mode

You will this option at the bottom right of the screen. It allows users to change the view mode of Routemap for Confluence from daily, weekly, monthly, quarterly, or even yearly.

Additionally, you can quickly go to today’s tasks or any specific date on the roadmap by using the Jump-to-Date feature.

3. Adding new a lane

To start using the Issue Timeline feature, you will have to create a new lane first.

You can click Create to add a new one or click on the empty roadmap.

After creating a new lane, you can click on the 3 dots symbol at the end of the new lane to make any adjustments. You can Edit a lane (change its name and color), Move Up or Down (when there are multiple lanes), Insert Above, Insert Below, Expand/Collapse all containers inside that lane, and Delete lane.

4. Adding a new task

Once you have added a lane to the roadmap, you can now create a new task directly.

Click on the space in the roadmap or click Create → choose Task. there will be a modal to help you plan new tasks.

At this step, you can set an Assignee to the task, input the task’s name or its Summary add a Description (optional), set a Start and End date for this task, adjust its Progress, and pick a color for it.

Then, you can click Plan.

5. Creating a Milestone

Milestone works as a marker in the roadmap, notifying every member and stakeholder about an important date or event in the project.

To add a milestone, you can click Create and choose Milestone, or you can click a specific date on the timeline (showing “Add milestone”) to create one.

All you have to do now is name this milestone, choose a color by clicking the color circle, adjust the date, and click Add.

6. Adding a Container

Containers help combine tasks as a whole for better management. It can represent the tasks of a member, a team, etc.

To create a Container, from the Create button select Container. Then, you can fill in the title, choose the Lane where this container belongs, set the Start and End dates, and don’t forget to pick a color for this container.

You can now drag tasks into this newly created container for better management.

7. Adjusting the task Progress

Besides editing the task’s progress in the modal, you can adjust it directly by dragging the slider on the bar.

Or, you can open a roadmap bar and adjust progress manually.

8. Link Confluence pages

From version Confluence 1.1.6-AC, you can link Confluence pages and blog posts to roadmap bars.

Simply click on the bar to open the modal, and you’ll find the link Confluence pages when scrolling down to the bottom.