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Master Taskstreamer

From quick video walkthroughs to deep technical documentation
everything you need to transform your roadmap workflow.

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Get Started in Minutes

Watch these quick videos to see Taskstreamer in action

Welcome to Taskstreamer
0:54
1

Welcome to Taskstreamer

A complete overview of how Taskstreamer connects your strategy to execution automatically.

Connect Jira in 5 Minutes
5:12
2

Connect Jira in 5 Minutes

Step-by-step guide to installing the plugin and connecting your first Jira project.

Your First Auto-Updating Roadmap
4:47
3

Your First Auto-Updating Roadmap

Create a roadmap that recalculates instantly when priorities change.

Documentation Center

Deep-dive into every feature, configuration option, and best practice

Getting Started

Everything you need to go from zero to your first auto-updating roadmap

Introduction to Taskstreamer

Understand the core concepts behind the first self-updating roadmap and how it transforms product planning.

2 min read

Supported Operating Model

Understand what way of working Taskstreamer supports enabling project- and Agile thinking including frameworks like Scrum, SAFe, Waterfall and more.

20 min read

Quick Start Guide

Get your first roadmap running in under 10 minutes. Connect Jira, import features, and see automatic scheduling in action.

10 min read

User Interface Overview

Navigate the dashboard, understand views, and learn keyboard shortcuts that power users love.

5 min read

Installation & Setup

Step-by-step guides for every deployment scenario

Jira Cloud Installation

Install Taskstreamer from the Atlassian Marketplace and configure for Jira Cloud in minutes.

5 min read

Jira Data Center Installation

Deploy Taskstreamer on your Data Center infrastructure with clustering support and enterprise security.

5 min read

Strategy Application Setup

Deploy the standalone Strategy application for OGSM planning that connects to your Jira instance.

15 min read

Plugin Setup

Configure security, projects, issue types, and field mapping

Security & Permissions

Configure authentication, role-based access controls, and data protection for your Jira plugin.

10 min read

Project Selection

Enable Taskstreamer for specific Jira projects and configure project associations.

5 min read

Issue Type Configuration

Select which Jira issue types are plannable by the Taskstreamer scheduling engine.

6 min read

Jira Field Mapping

Map custom fields, configure issue type handling, and set up project-specific sync rules.

15 min read

Issue Widget

Plan features directly from Jira issue pages

Issue Widget

Plan features directly from Jira issue pages with multi-team assignments, sprint estimates, and dependency management.

8 min read

Project/Space Admin

Taskstreamer administration and customization

Value Groups

Organizational structure, team capacity, and role assignments

8 min read

Labels

Configure terminology matching your organizations.

3 min read

Themes & Products/Services

Define Roadmap settings and Themes per Project Products & Services for one or more Value Groups

7 min read

Objective Template

Define the fields you want per Objective to detail the What and the How per Objective

5 min read

PI/Sprint Configuration

Define your sprint cadence and if applicable, your Program Increments

10 min read

Refinement Board Configuration

Activate & configurare the Kanban board to track the Objective refinement

10 min read

Value Groups & Teams

Organizational structure, team capacity, and role assignments

Value Groups & Teams

Organize teams into Value Groups (ARTs, Trains, Domains) with capacity settings and role assignments.

4 min read

Roadmap

Strategic objectives and roadmap management

Objective Roadmap

Visual quarterly timeline of strategic objectives organized by building blocks.

10 min read

Objective Refinement

Refine objectives with detailed descriptions, acceptance criteria, and feature linkage.

8 min read

Backlog

Feature management, prioritization, and team assignments

Backlog

Manage features in a prioritized grid with team assignments, dependencies, and automatic plan recalculation.

8 min read

Feature Plan

Timeline views and automatic scheduling

Feature Plan

Gantt-style timeline showing scheduled work across teams with sprint-level granularity.

8 min read

PI Planning

Program Increment planning and sprint configuration

PI Plan

Define Program Increment boundaries, sprint cadence, and planning horizons.

10 min read

PI Progress

Track sprint-by-sprint progress within a Program Increment with burndown and velocity metrics.

6 min read

Notifications

Stay informed with multi-channel alerts for priorities, features, and deadlines

Notifications

Multi-channel notification system with in-app alerts, email digests, and browser push for priority changes, feature updates, and deadline breaches.

8 min read

Notification Preferences

Configure delivery channels, email digest frequency, browser push opt-in, and per-type overrides for each notification category.

6 min read

Dashboard

Your strategic overview and portfolio health

Dashboard

Your strategic overview showing portfolio health, progress metrics, and quick navigation across all Value Groups.

5 min read

Organization

Cross-portfolio organizational structure and alignment

Organizational Overview

Bird's eye view of your organization's structure, Value Groups, and cross-portfolio alignment.

8 min read

Strategy

Strategic planning frameworks and execution linking

Strategy (OGSM / OKR)

Define strategic direction using OGSM or OKR frameworks with execution linking to Jira features.

15 min read

Export to PowerPoint

Export strategies and roadmaps to presentation-ready PowerPoint slides.

5 min read

Roadmaps

Cross-portfolio roadmap views and filtering

Roadmaps

Combined roadmap view across all Value Groups with filtering by department, status, and time period.

6 min read

Scenarios

What-if analysis and scenario planning

What-if Analysis

Simulate different priority scenarios and analyze their impact on timelines and resource allocation.

12 min read

Settings

User management, roles, and system configuration

User Management

Manage users and their access to the Strategy Application.

8 min read

Role Management

Define and manage user roles and permissions across the platform.

10 min read

Audit Logs

View and export system audit logs for compliance and troubleshooting.

6 min read

Integrations

Configure connections between the Strategy Application and Jira instances.

12 min read
Customer Support

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