Manage task lists with the Roadmap module

The Roadmap module is an optional module. Contact Us to
activate it on your application.

The Roadmap module allows you to detail all the steps, or "milestones", which define the phases of your projects. Work is then planned by assigning actions to the milestones of the project. The view of the milestones and their respective actions is called the roadmap.

You must first activate the Roadmap module from the Configuration tab of the project.

Milestones

In AtikTeam, a milestone is defined by its name, description and expected deadline. Once created, milestones can be used to organize the work and mark out the actions.

Create a new milestone, or modify the existing milestones

Project planning, and therefore the creation of milestones, requires a level of responsibility in the project concerned, for example the role of Project Manager

You can create or modify milestones from the Roadmap tab.

From the menu displayed, you can modify or delete the milestones of the project, as well as add new ones with a form, by clicking on the New milestone link at the bottom.

Planning the work

When you create a new action, you need to fill in some information to specify it. One of these pieces of information is "the target milestone": you can then choose a milestone from those offered in the drop-down list.

The action is then automatically added to the list of actions scheduled for the selected milestone.

Understand the roadmap

When you go to the Roadmap project tab, you see the list of upcoming milestones. From this page you can see the list of completed and remaining actions for each milestone. In the right column, you can choose the layout of the list of actions to make it easier to read.

Detail of a milestone

By clicking, from the Roadmap module, on the name of a milestone, you access a detailed view of this milestone. A selector on the right provides statistics on the progress of work according to different criteria.

The actions in the Roadmap module

From a project planning point of view, actions are indivisible, unitary pieces of work. They are also called "missions", "tasks" or "tickets". They have many properties, and are the place to discuss the issues and the work done.

Creating and editing actions

Create a new action

To create a new action from the AtikTeam web interface, you must first go to a project. This action will then be part of this project. Then click on the Actions project tab, then on the New action button to access the creation form, which you must fill in as follows.

  • the subject is a short description of the purpose of the action;
  • the description explains the issue of the action in full;
  • a manager can be assigned to the action. This person is then in charge of checking progress and making sure deadlines are met. To choose a manager, select their name in the responsible field;
  • the status indicates the stage of completion of the action. For a newly created action, you usually choose In progress;
  • the target milestone defines for which milestone of the project this action is planned; this information is then used in the roadmap;
  • you can choose a priority;
  • if necessary, you can plan the work in detail using the Start, Date, Estimated time and % Done fields. These optional settings can generally be ignored;
  • as with any other resource, you can select a few tags for this action;
  • finally, if you want to add observers, simply tick their names in the list that follows: they will also be automatically informed of the activity of this action.

Written exchanges between collaborators about an action

Actions are places to discuss problems encountered while doing the work, suggestions or progress reports. Each member of the project can take part in an action by clicking, on the action page, on the comment or edit link at the top right. A text box then appears to type the message. Some settings can also be adjusted, for example the progress.

Changing the properties of an action

The properties of an action can be updated by clicking the comment or edit link at the top right of the action page.

Other operations on actions

You can be automatically notified of changes in an action by clicking on the Follow link at the top right. In this case, you will receive the events of this action directly in your mailbox. To unsubscribe, click on this link again.

Deleting an action is usually not desirable. When the work defined in the action has been done, you can simply change its status to close the action.

See the actions

See actions in the roadmap

By clicking on the "Roadmap" heading, you access the roadmap of your project. For each milestone, the actions to be performed are listed, struck through if they are already completed. This view gives a good overview of the remaining actions needed to reach the milestone in time.

List the actions according to your criteria

By clicking on the "Filter" section, you access a list of project actions. Since projects commonly contain a very large number of actions, this page is designed to help you find the ones you are looking for.

First, you can change the sorting of the table using the links in the headers. You can also adjust the length of the list on each page using the links at the bottom of the table "Per page: 25, 50, 100".

Above the table is a filter builder to narrow the display down to exactly the actions you want to see. When a filter is active, it is normal not to see the complete list. To set the rules of this filter, proceed step by step:

  1. choose a status from the list provided;
  2. if you want to refine, select an additional restriction in the Add filter list;
  3. set the additional restriction;
  4. repeat as long as you want to refine your filter.

Once your filter is specified, apply it by clicking on the Apply link. You can refine it, then apply it again.

To return to the full view, remove it by clicking Clear.

If this filter matches a regular need, you can save it to find it again on your next visits. To do this, click on the Save link, and enter the information of this filter in the form that appears. On this page, you can choose to share it with other members or to have it appear in all projects. In the Actions project tab, the available filters are displayed in the right column, under the name Custom reports.

Finally, you can remove a filter by clicking on it in the right column, then clicking the Delete link at the top right.