You are looking for a structured method to better organize your projects in Jira? Epics play a crucial role by helping you break down larger tasks into manageable parts. In this article, we show you how you can effectively use Epics to keep track of your User Stories and support your team in the planning and implementation of projects.

Key Takeaways

  • Epics are collections of User Stories and enable better organization.
  • They are highlighted in Jira, with Epics in purple and User Stories in green.
  • Multiple User Stories can be assigned to each Epic to efficiently track project progress.
  • You can customize Epics to add specific details like start and due dates.

Step-by-Step Guide

1. Overview of the Epic Panel

To manage your Epics in the backlog, the first step is to open the Epic Panel. You can find the panel by typing the word "Epic" in the search field at the top.

Optimal management of Epics in Jira

Once you have opened the Epic Panel, you will see a field where you can create new Epics or manage existing ones.

2. Creating a New Epic

Click on the "Create" button. Now you can name your Epic. For example, you could use "Designing App for Online Shopping".

Optimal management of epics in Jira

Once you have entered the name and pressed Enter, the Epic will appear in your backlog. By clicking on the Epic, you can view the associated User Stories.

3. Adding User Stories to an Epic

To add a User Story to an Epic, click on the Story and select the appropriate Epic in the "Add Epic" field. If you do not select the Epic, the User Story will not be displayed in it.

Optimal management of Epics in Jira

If you already have User Stories that are not assigned to any Epic, you can assign them later by selecting the "Add Epic" option.

Optimal management of Epics in Jira

4. Creating Additional Epics

If you need another Epic, click on "Create" again and enter a new name, for example, "Order Process for Online Shopping". Here too, you have the option to customize the visibility and color of the Epics.

Optimal management of epics in Jira

You can choose from various options, such as observation or coordination tools.

5. Managing User Stories within an Epic

To manage User Stories within an Epic, go to the respective Epic and add new User Stories. Name the story, for example, "Designing Checkout", and click "Create".

Optimal management of Epics in Jira

It is important to assign the designated individuals for the Epic so that everyone on the team knows who is responsible for that Epic.

Optimal management of epics in Jira

6. Organizing and Filtering Epics

You can filter between different Epics to specifically display the operations that interest you. This is particularly important when managing many Epics and User Stories.

Optimal management of Epics in Jira

7. Detailed Information and Additions

For each Epic, you can add detailed information such as start and due dates, estimates, and comments. This helps you keep track of the progress.

Summary

In this guide, you have learned how to create, manage, and efficiently utilize Epics in the Jira backlog. Structured handling of Epics ensures that you keep an overview of complex projects and all team members are on the same page.