Epics

Epic is an entity above Feature. Quite often you want to have one more level of hierarchy for requirements, and Epic can be handy:

Epic

For example, you have large module and several features inside this module. Or you have large feature and break it down to smaller, like Minimal Viable Feature and Minimal Marketable Feature.

Epics

More interesting view is a full drill-down from Epics to User Stories. Here is a setup for that case:

Full Backlog Setup

As a result, you can see full backlog hierarchy:

Full Backlog

Epic details view is quite familiar. It has usual properties and contains a list of related Features as well as Epic progress tracking information. So now you can track progress on a higher level:

Epic View

Epic is quite similar to Feature entity and you can define terminology for Epic, create custom fields, set permissions and customize its workflow:

Epic Workflow

You can export and import Epics, print Epics, access them via REST API, create Timelines with Epics, etc.

Epics Improvements in v3.7.4

'Convert' action for Epics

Now you can convert an Epic to a Feature, User Story or Request. You can also convert a Feature, User Story or Request to an Epic.

convert epic

In addition to converting, we've also added the possibility to assign Epics to Releases and display the History of an Epic.

Advanced Filters with references to Epics

Advanced Filter for parent Epic for Features:

?Epic is "Epic A"

Filter for parent Epic for User Stories

If on your view User Stories are selected as cards then there are two ways to filter them by parent Epic within their parent Feature:

?Feature.Epic is "Epic 1"
?Feature.Epic.Name is "Epic 1"

filter-userstory-epic

If User Stories are distributed by Features, it is enough to filter just Features by parent Epic:

?Epic is "Epic 1"
?Epic.Name is "Epic 1"

filter-userstory-features-epic

  • Jitka Hanková

    Hi Team, is it possible to add UserStory directly to an Epic? Thanks!

  • Andrey Metelsky

    Hi @jitkahankov:disqus
    It is not possible currently to assign User Story to Epic directly. However we have plans for implementing such possibility, so please feel free to vote for corresponding idea at our service desk:
    https://servicedesk.targetprocess.com/request/145208

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