Drag the markers to the appropriate place in the timeline, give them a name and save the page.Īnd now we have it, an awesome looking programme roadmap that gives visibility to both yourself and your team! Furthermore, your team can quickly dive into the project documentation from the pop over as seen below. Looking great! Now let’s add in some markers for key milestones and dates. Go back into edit mode for the macro, click on ‘add marker’, add as many as you need. Let’s save the page to see what it’s looking like. You will then see a popover that will allow you to change the colour of the swim lane and it’s associated bars as seen below. But before I do, let’s see how we change the colour of a swim lane and its associated bars. Go into edit mode of the macro, click on the header for the given swim lane.
I will then add those project bars to the appropriate swim lane. I am going to add a name, description and link to the project page for each of the projects in our programme. Now link up the bars to project documentation or other Confluence pages by linking to existing pages, or create new pages directly from this pop-up. This is a really useful feature, especially when your team just want a quick overview of what the bar represents, but don’t want to jump into the project documentation. Similarly, you can give the give the bar a description. Click on a bar and you’ll see the pop-over allowing you to name the bar. Go back into edit mode of the page and double click on the macro to edit it. “Dependencies” to display key periods that the team need to be aware of, such as client holidays or events such as Christmas.“Pipeline” projects that are likely to happen but yet to be formalised approved by the client.“Approved” for all projects that have been approved by the client.In our example we are going to create 3 swim lanes: With a click and drag gesture of your mouse or trackpad you can drag the bars up and down the timeline, drag the bars into other swim lanes, and modify the bars duration by dragging out their start and end dates. When you’re in the edit view of the roadmap macro it is super simple to move the bars around. Set the displayed start and end date of the roadmap.Toggle between weeks or months in which your roadmap will be displayed.Create markers to display key milestones or dates.Add new bars which you can then drag across and into the swim lanes.Add a lane to break up the view into discrete swim lanes.You will now see the default view of the Roadmap planner macro for you to edit. In macro modal screen, search for ‘roadmap planner’ macro then select it. Pretty sweet hey!Ĭreate a new page and call it ‘Programme timeline’ then from the macro dropdown select ‘other macros’. In this post we’re going to create a visual roadmap for this programme of work and here’s what it’s going to look like.
#ROADMAP PLANNER CONFLUENCE HOW TO#
In the last the post we looked at how to create a summary page for a programme of work using the page properties and pages properties report macros.īelow is an image of the summary page that was created. Let’s have a look at what we’re going to build. Once you have read this post you’ll be on your way to dominating the road-mapping game :). This roadmap will give your team visibility over their current and future work streams, dependencies on internal or external events and deep linking to the confluence pages documenting the individual projects in detail. This macro does not use the macro browser to set parameters. You also cannot add this macro via wiki markup or by editing the storage format directly.In this post, we’ll look at how to create an awesome roadmap using Confluence’s road mapping planner macro.
Date range: display the plan by weeks or months.
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