Documentation
Usage and admin help
Manage epics in a scrum project
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If the image in the lower-left of your project sidebar states you're in a next-gen project, check out these next-gen project articles instead.
Before you begin
The functions for managing epics require different permissions. For example, you need the 'Edit Issues' permission to add an issue to an epic. Read Permissions overview for more information.
Managing epics
Go to the Backlog of your Scrum project.
Click EPICS on the left side of the board (aligned vertically) to open it.
Add a new epic | Click Create epic (you will need to hover over the 'EPICS' panel to show this link), enter the epic details, and create it. |
Update an epic's details | For the epic name, click the arrow next to the name, then choose Edit name.
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Change an epic's color on the board | Click the arrow next to the epic's name, then choose the color from the menu. |
Add an issue to an epic | To add an existing issue, drag and drop the issue onto the epic in the 'EPICS' panel.
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Remove an issue from an epic | Drag and drop the issue onto Issues without epics in the 'EPICS' panel. Alternatively, view the detailed view of the issue on the board, locate the Epic field, then click the 'x' in the epic name lozenge (this method also works in the Active sprints of a board). |
Filter issues by epic | Click the epic in the 'EPICS' panel to show only issues in that epic. Click All issues to remove the filter. Alternatively, click Clear all filters next to the sprint's name. |
Complete an epic | Click the arrow next to the epic's name, then choose Mark as Done from the menu. 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. |
Viewing an epic in a scrum backlog
Note that the blue horizontal bar under an epic's details (in the 'EPICS' panel) indicates progress towards completing the work estimated for the issues added to the epic. This bar only represents progress on the estimated issues in an epic.
We're gradually rolling out a new issue view, which you may see on your boards and in your backlog. The issue detail view will look a little different and some procedures will change slightly. Take a look at our info page to see what's changed and get the latest updates.
Need help? If you can't find the answer you need in our documentation, we have other resources available to help you. See Getting help.
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