Manage epics in a kanban project

Task

Instructions

Add a new epic

In the epic panel, select + Create epic.

You can also select Create in the navigation bar, then change the issue type to Epic.

Update an epic's details

To expand an epic’s details, select the chevron (>) next to an epic’s name.

Select View details to open the issue detail view, where you can update the epic’s details.

Change an epic's color on the board

To expand an epic’s details, select the chevron (>) next to an epic’s name.

Select View details to open the issue detail view, then select the colored square next to the epic’s name to view all color options. Select a color to apply it to the epic.

Add an issue to an epic

To add an existing issue, drag and drop the issue onto the epic in the panel.

To add a new issue, expand an epic’s details by selecting the chevron (>) next to an epic’s name, then select Create issue.

While creating an issue, you can also add it to an epic by selecting it in the Epic Link field.

Remove an issue from an epic

Drag and drop the issue onto the Issues without epics section in the panel.

Alternatively, open the issue detail view, locate the Epic Link field, then select the 'x' in the epic name lozenge.

Filter issues by epic

Select the relevant epic in the panel to show only issues in that epic.

To remove the filter, ensure that no epic is selected in the panel.

Complete an epic

Expand an epic’s details by selecting the chevron (>) next to an epic’s name, then select View details. In the issue detail view, you can change the epic’s status to “Done”.

This will set the epic's Epic Status field to "Done", but will not affect the epic's workflow or its Status field, and none of the epic's issues will be affected.