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Setup and Customization

Navigate to the configuration and setup of the Appvibe Product Roadmap Tracker in Jira by accessing 'Manage Apps', locating the app, and clicking on the 'Configuration' button. This will direct you to the configuration page where various settings can be customized for effective use. This guide will walk you through setting up roles and permissions, viewing system fields, configuring custom fields, and applying conditional formatting.

Roles and Permissions

The Appvibe Product Roadmap Tracker app features three distinct roles:

  1. Admin: This super role grants comprehensive access, including configuration and setup.
  2. Editor: Users with this role can fully update and view Product Roadmap Tracker data.
  3. Viewer: This role restricts users to viewing data only, without update capabilities.

An administrator can assign these roles to any Jira groups. By default, a Jira Administrator can access the Product Roadmap Tracker configuration screens.

System Fields

The app includes predefined fields essential for the Product Roadmap Tracker:

  • Feature Name
  • Priority
  • Release Version
  • Status
  • Owner
  • Expected Release Date
  • Tags

These base fields are foundational for tracking product roadmaps.

Custom Fields

To define additional fields, use the 'Add Field' button. The following options are available when creating a new field:

  • Field Key: A unique identifier.
  • Field Label: A display name for the field.
  • Field Type: Choose from Text, Number, Date, Select, or Multi-Select.
  • Required: Specify if the field is mandatory.
  • Sortable: Determine if the field can be sorted.
  • Filterable: Choose if the field can be used in filtering.

Conditional Formatting

Conditional formatting enables customization of data presentation based on specific conditions. Define conditions using field values and modify labels and highlight colors when those conditions are met.

Summary

By configuring and setting up the Appvibe Product Roadmap Tracker, you tailor its functionality to better align with project needs, ensuring efficient tracking and management of product roadmaps. This setup supports seamless integration with your existing Jira workflows while allowing customization to meet unique project requirements.

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