Page Comparison

Custom portfolio board The custom Portfolio Board feature provides users with 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 the Portfolio Boards list go to Apps → StoryMap ProductGo and find the Portfolios tab

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under the Story Maps section.

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

Click on the Create button to create a new board

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

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

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• Board name

• Project style: you Users can choose teamTeam-managed Managed or companyCompany-managed Managed projects, you can’t mix both 2 kind kinds of projects into one board.

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

• First level

  • Label: name Name of the first level

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

• Second level

  • Label: name Name of the second level

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

• Third level

  • Label: name Name of the third level

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

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• Member: select from the Jira user list

• Roles:

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

  • Planner: view View and update to plan the board

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

Finally, click the Create button to save the new board.

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

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