Initiatives & Roadmap
Initiatives are high-level goals that span multiple sprints. They help you plan your product roadmap and track progress toward larger objectives.
Creating an initiative
- Navigate to your project
- Click the Roadmap tab
- Click New Initiative
- Fill in the details:
| Field | Description |
|---|---|
| Name | The initiative title |
| Description | What this initiative aims to achieve |
| Start Date | When work begins |
| Target Date | When you hope to complete it |
| Color | Visual identifier on the roadmap (hex color) |
| Status | Planned, Active, or Completed |
Linking sprints to initiatives
From the initiative detail page, you can link sprints to an initiative. Select one or more sprints from the dropdown — this creates a visual connection on the roadmap showing which sprints contribute to which goals.
Roadmap views
The Roadmap page offers two ways to visualize your initiatives:
Timeline View
A horizontal timeline with month-based columns. Each initiative appears as a colored bar spanning its start-to-target date range. The bar fills proportionally based on progress. A vertical "today" marker helps you see where you are relative to deadlines.
List View
A table-based view showing all initiatives with columns for status, linked sprint count, progress percentage, date range, and actions. Best for a quick overview when you have many initiatives.
Toggle between views using the view selector in the roadmap toolbar.
Initiative progress
Progress is calculated automatically based on the completion of stories within linked sprints:
- Percentage = Done stories / Total stories across all linked sprints
- Story Points = Sum of all story points in linked sprints
- Duration = Days between start date and target date
As you complete stories on the board, the initiative progress bar updates in real-time.
Initiative detail sidebar
Click any initiative to open the detail sidebar, which shows: - Status badge and date range - Key stats: stories done, total story points, completion percentage - Progress bar colored with the initiative's color - List of linked sprints with individual progress bars - Team members assigned to stories in linked sprints