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Portfolio board

Demo video

Custom portfolio board feature provides users the most flexible way to create and work with the Story Map. You can create a board combining multiple projects or create many boards for one project, also flexibly map the story map Levels with Jira Issue Types.

To access Porfolio boards list go to AppsStoryMap and find the Portfolios tab

You can see a list of existing boards in the page, search and order by title, updated time.

Click on Create button to create a new board

The first step is to choose which style of story map you want to create, the app support 2 levels and 3 levels

Then you need to input some details of the board and map the levels with Jira Issue Types

  • Board name

  • Project style: you can choose team-managed or company-managed projects, you can’t mix both 2 kind of projects into one board

  • Issue sources: select the projects you want to get the tickets

  • First level

    • Label: name of the first level

    • Issue Type: You must map the first level with 1 Jira Issue Type

  • Second level

    • Label: name of the second level

    • Issue Types mapping: if it is OFF you can use any other Issue Types in the project. When it is ON you can only use the Issue Types selected

  • Third level

    • Label: name of the third level

    • Issue Types mapping: if it is OFF you can use any other Issue Types in the project. When it is ON you can only use the Issue Types selected

  • Sync personas from projects: If checked all Personas of the projects will be visible in the portfolio board, if unchecked the Personas belong to the board only.

The last step is to configure the permission

  • Member: select from Jira user

  • Roles:

    • Viewer: view only, can’t update or edit anything

    • Planner: view and update to plan the board

    • Admin: same permission as Planner but can change the settings of the board

Finally click Create button to save the new board.

The Portfolio story map has similar features with existing Project and Agile Board story maps. More features are under development and will be available in the future.

Some improvements compare to existing boards:

  • New UI

  • Multiple themes (default, color, dark)

  • Better performance

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