Manage epics in a scrum project
This page is for company-managed projects
To check whether your project is team-managed or company-managed, select More actions (•••) next to the project name in either the header or the sidebar. At the bottom of the menu that opens, your project details will be shown.
More about the difference between company-managed and team-managed projects.
Before you begin
The functions for managing epics require different permissions. For example, you need the 'Edit work items' permission to add a work item to an epic. Read Permissions overview for more information.
Manage epics
To manage your epics from the backlog:
Go to the Backlog of your Scrum project.
Open the epic panel by using the toggle in the epic filter dropdown.
Task | Instructions |
Add a new epic | In the epic panel, select + Create epic. You can also select Create in the top navigation bar, then change the work 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 work item, 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 work item, 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 a work item to an epic | To add an existing work item, drag and drop the work item onto the epic in the panel. To add a new work item, expand an epic’s details by selecting the chevron (>) next to an epic’s name, then select Create work item. While creating a work item, you can also add it to an epic by selecting it in the Epic Link field. |
Remove a work item from an epic | Drag and drop the work item onto the No epic section in the panel. Alternatively, open the work item, locate the Epic Link field, then select the 'x' in the epic name lozenge. |
Filter work items by epic | Select the relevant epic in the panel to show only work items 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 work item, 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 work items will be affected. |
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