Manage epics on the roadmap

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The following information only applies to next-gen projects.

To check which type project you need help with, look at the bottom of your project’s left-hand sidebar:

  • If you see an icon stating You’re in a next-gen project with Give feedback and Learn more menu items, you're in a next-gen project.

  • If you don't, you're in a classic project. Check out our classic project documentation.

Your project's Roadmap is the central home for all epics in your project. This is where you create, manage, and gain insights from your epics. Epics will only display on the roadmap, and won't display on your project's board or backlog. 

Create epics

To create an epic, select  in the first column of the roadmap. This will create a new epic and add it to the bottom of the list.

You can also create new epics by hovering your mouse between two existing epics. The new epic will land in the middle of the list.

Hover your mouse between two existing epics to create an epic in the middle of the list.

Color coding epics makes it easy to distinguish different streams of work.

You can adjust the color of an epic directly on the roadmap. Simply right-click the epic and choose a fresh color.

A cropped screenshot of the next-gen roadmap. A cursor right-clicks an epic to display various color options.

Add issues to epics

There are two ways to add issues to your epics:

On the roadmap

To add an issue, hover over an epic and click Add a child issue.

A cropped epic in a next-gen roadmap. The epic title contains a plus symbol (+) to add a child issue.

On the issue details

Click on an epic to see more details:

The issue detail view of an epic. It consists of: 1 epic color picker, 2 a branch symbol, 3 a plus symbol, 4 status lozenges.
  1. Epic color: Change the color of an epic. 

  2. Add a child issue: Use the quick-add button to add the first child issue to your epic.

  3. Add more issues: Once you have one child issue, you can use the + above the list to add more.

  4. Child issues list: View and open all of the child issues for this epic.

Add or change an issue's epic

You can add existing issues to epics, change the epic an issue belongs to, or remove issues from epics from the issue view, board or backlog. Check out Manage epics in next-gen projects to see how.

See the progress of an epic

As work is completed on an epic, you can use the progress bar to quickly see the epic's progress on the roadmap.

To hide or show epic progress, select View > Progress.

The small bar underneath the epic's name if there are issue in the epic. This bar indicates the overall progress of your epic’s issues. It shows the status of any standard issues in your epics, excluding subtasks.

The epic’s progress bar is divided into three segments:

  • The green segment represents issues in a Done status category

  • The blue segment represent issues in an In progress status category

  • The grey segment represents issues in a To do status category

Hover over any segment of an epic's progress bar to see specifically how many issues are in each status category, either in a to-do status, an in-progress status, or a done status.

Hover over any segment of an epic's bar to see specifically how many issues are in each status category

Manage dependencies between epics

Your team might have one epic that is blocking the progress of another, or two epics that impact one another. The roadmap enables you to visualize dependencies between epics.

Can't create a dependency?

Issue linking is activated by default. But if your issue linking is currently “OFF”, you'll need activate it to create links between issues. Your Jira admin can enable it.

The issue linking screen in board settings. A large, green ON indicates issue linking is currently on.

There are two ways to visualize dependencies on your roadmap.

 

To create dependencies between epics directly on your roadmap:

  1. Hover over an epic to reveal dots on either side of an epic. 

  2. Drag one of the dots to the epic you want to link it to. 

A mouse cursor hovers on an epic in the roadmap to display the start and end dates, and two dots.

To create dependencies between epics from the epic issue detail view:

  1. Select an epic on the roadmap.

  2. Select Link issue.

  3. Select either blocks or is blocked by, then select the epic to link.

View details of linked dependencies

Dive into the details of linked epics inside of dependency cards by selecting the dependency line, or the link icon on an epic.

Select a dependency line on your roadmap to see details about how each epic impacts one another.

The dependency line will turn red if one of your epics is scheduled to start before a dependent epic will be completed, which signals the potential for delay or risk.

A cropped epic in a roadmap displays the epics "Website rebuild" connected by a red line (blocks) to "Global rebrand".

Remove dependencies

To remove a dependency between two epics, select Unlink issue or delete the issue link in the issue detail view.

Last modified on Oct 26, 2020
Cached at 10:21 PM on Oct 27, 2020 |

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