- Managing Epics
Epics let you categorize Tasks into logical groups across multiple Boards in the Workspace. Use any grouping that makes sense to your project, such as Epics, Categories, Types of work, Customers, etc.
Epics roll up task progress, dates, and estimations.
Watch a short video about Epics
Epics vs Labels
Use Epics to track the progress of a broader group of Tasks, such as Epics, project types, etc. Use labels for searching and filtering lower level classifications such as sub-projects, products, etc.
You can manage your Epics using:
- a basic view where Epics are displayed as a list, recommended for basic grouping of Tasks
- a Board where Epics are managed in Stages, as part of a workflow; and independent of your Task workflows (this feature is in controlled availability)
Managing Epics Using Basic View
Select the Workspace and open the Epics tab. Expand an Epic card to see a Tasks status for associated assignees.
Hover over the user to see more details, including the user's role and email address.
Filter and sort Epics to see only what's relevant. For example, see only Epics that are complete by selecting those that are Done. Select My Epics to see only Epics where you have Tasks.
Click on the 3-dot menu, and Epic Details to see the status of your tasks and effort, and to chat with colleagues.
Tip: Scroll to the end of the list of Epics to see unassigned Tasks without Epics.
Adding a New Epic
- In the Workspace, open the Epics tab. Click New Epic.
- Enter the Epic name and click Create Epic.
Tip: You can also create a new Epic from a Task's details if needed.
Associating an Epic to a Task
In the Task details, select the Epic from the drop-down list. Click here to learn more about managing Tasks.
Deleting an Epic
Select the Workspace. In the Epics tab, click the 3-dot menu on the relevant Epic, and Delete Epic.
Note: You can only delete an Epic with no Tasks.
Managing Epics Using on a Board
Note: This feature is in controlled availability, and will be released for general availability soon. To gain early access, contact your Customer Success Manager.
View and manage Epics on a Board with stages to represent workflow phases. Prioritize Epics in each stage, and move Epics to subsequent Stages as they progress in the workflow.
Enabling Epic Boards in the Workspace
By default, Epics are displayed using the basic view. To enable Epic Boards, go to Workspace settings, and open the Epics tab. Enable Epic Board.
After enabling Epic Board, your Epics will appear in the first default Stage in the Board (Concept).
You can add Stages by scrolling past the last Stage and typing in the name of the new Stage. Click and drag the Stage to reorder it on the Board.
To move an Epic, simply drag it to another Stage.
To prioritize the Epic, click on the priority icon or open Epic details.
On top of each Stage, you can see the number of Epics in the Stage, and the effort for Tasks in the Stage's Epics.
Click on the 3-dot menu of the Epic to see more details.
Enable Show Tasks to:
- View Tasks alongside the Epic in a Gantt chart. Click here to learn more about working with Tasks on the Gantt chart.
- Move (drag) Tasks to a different Epics.