# Learn how to use epics in Jira Software | Atlassian

## &#x20;Jira Epics Tutorial

In this tutorial, we'll explain how to use epics in agile software development. We'll teach you how to work with epics in Jira Software, to help you in your next big project. This tutorial will focus on epics in [classic](https://www.atlassian.com/software/jira) projects and [next-gen](https://www.atlassian.com/software/jira/whats-new) projects.&#x20;

&#x20;[If you're using next-gen click here](https://zahorecz-tibor.gitbook.io/product-management/theory/broken-reference).&#x20;

Time:

10 minute read. Complete over 2 weeks or more

Audience:

You are new to agile software development or Jira Software

Prerequisite:

You have created a Jira Software account, and a Jira Software project (Scrum or Kanban)

[Get it free](https://www.atlassian.com/agile/tutorials/$%7Blink:%7Buuid:%7B5ea814f0-77f0-4bcc-8f61-6131f048f2e6%7D,repository:%7Bwebsite%7D,path:%7B/wac/software/jira/free%7D%7D%7D)

When should I create an epic?

Consider creating an epic if you have a large user story that you want to split up into smaller chunks. You could also create an epic if you notice a pattern amongst several user stories you've created, and you want to bundle them into one group.

## &#x20;Step 1: Create a new epic in Jira Software

There are two ways to create an epic:

### &#x20;Create an epic from a new issue

1. Click ![Ellipses button](https://wac-cdn.atlassian.com/dam/jcr:282c7280-9101-46aa-935f-1de348a23976/ellipsis.png?cdnVersion=1342)**> Issue** in the top-left corner.
2. Select **Epic** for the issue type.

![Select Epic for the issue type](https://wac-cdn.atlassian.com/dam/jcr:98cf936c-ffb3-4984-b5d0-74657752ad3e/epics_create-issue.png?cdnVersion=1342)

### &#x20;Create an epic from the Epics Panel

1. Navigate to the Backlog.
2. Click on the epics panel.
3. &#x20;
4. ![](https://wac-cdn.atlassian.com/dam/jcr:5959c646-dc31-4328-b0bc-bb9d2065854b/epics_epics-panel.png?cdnVersion=1342)
5. Hit **Create epic**.

When you create an epic, you'll need to enter the following details:

* **Epic name** - A short identifier for your epic. This will be used as a label on issues that belong to this epic.
* **Epic summary** - You'll see this whenever Jira displays the epic.

## &#x20;Step 2: Add and remove stories

When you've created an epic, you'll need to add stories to it.

What's the difference between epics and other issue types?

Stories, bugs, and tasks are used to describe one single piece of work. Epics are used to describe a group of related issues. Epics can also be a large user story that needs to be broken down into smaller, more manageable chunks. Check out [our guide on delivery vehicles](https://www.atlassian.com/agile/project-management/epics-stories-themes) for more info.

There are two ways to add a story to an epic:

### &#x20;From the issue create screen

1. Click  ![Ellipses button](https://wac-cdn.atlassian.com/dam/jcr:282c7280-9101-46aa-935f-1de348a23976/ellipsis.png?cdnVersion=1342) **> Issue** in the top-left corner.
2. Select any issue type other than Epic.
3. Find the **Epic Link** field, and select your epic.
4. &#x20;
5. ![Find the Epic Link field, and select your epic](https://wac-cdn.atlassian.com/dam/jcr:15f96cac-ddc4-4343-8168-94321f40af53/epics_epic-link.png?cdnVersion=1342)
6. Fill in any other details you want, and hit **Create**.

### &#x20;From the Epics Panel

1. Navigate to the Backlog.
2. Open the Epics Panel.
3. Hit **Create issue in epic**.

![Hit Create issue in epic](https://wac-cdn.atlassian.com/dam/jcr:2be429ed-d783-40aa-8c40-3b7bbe304c48/epics_create-issue-2.png?cdnVersion=1342)

### &#x20;To remove an issue from an epic

Navigate to either **Backlog** or **Active sprints**:

* In the **Backlog**, drag the issue onto the **Issues without epics** section at the bottom of the **Epics** **Panel**; or
* In either the **Backlog** or the **Active sprints**, click the relevant issue to display it on the right-hand side of the screen, then click the **x** in the epic name (e.g. "Apples" in *Screenshot 1* below).

## &#x20;Step 3: Viewing your epics

You can see information relating to all your epics in the Backlog.

![Epics panel, List of epics, View issues in epic](https://wac-cdn.atlassian.com/dam/jcr:ce150965-4bc2-44bf-b288-b9263790f13d/epics_viewing-epics.png?cdnVersion=1342)

1. **Epics Panel:** Go to the **Backlog** and open the Epics Panel to view and manage your epics.
2. **List of epics:** The Epics Panel displays a list of all epics in your project.
3. **View issues in epic:** Click an epic's name to view all the issues belonging to that epic, across all sprints.

You can also view an epic issue to see a list of the stories it contains:

![You can also view an epic issue to see a list of the stories it contains](https://wac-cdn.atlassian.com/dam/jcr:3a51ab1b-2927-4dcc-97de-37c4815ef36b/epics_viewing-epics-2.png?cdnVersion=1342)

## &#x20;Step 4: Set up swimlanes for your epics on your board

During a sprint, you might find it useful to divide your board into swimlanes for each epic, to make the board visually clearer.

![During a sprint, you might find it useful to divide your board into swimlanes for each epic, to make the board visually clearer](https://wac-cdn.atlassian.com/dam/jcr:7f9a3e76-8784-4978-b4fb-9d0ecd9ece2f/epics_swimlanes-1.png?cdnVersion=1342)

Here's how you can set this up in Jira Software:

1. Navigate to the backlog (or active sprint).
2. Select **more (**![Ellipses button](https://wac-cdn.atlassian.com/dam/jcr:282c7280-9101-46aa-935f-1de348a23976/ellipsis.png?cdnVersion=1342)**) > Board settings**.
3. Click on **Swimlanes**.
4. Under **Base swimlanes on**, select **Epics**.

When you start a sprint, your board will show issues grouped under their respective epics.

## &#x20;Step 5: Monitor the progress of your epic

You may find it important to keep track of all incomplete issues attached to an epic. For example, if you have an epic that will span multiple sprints, you might find it useful to track the amount of work remaining over time so you can estimate when the epic will be completed.

In Jira Software, you can use the [Epic Report](https://confluence.atlassian.com/jirasoftwarecloud/epic-report-777002698.html) to easily obtain this information.

![Monitor the progress of your epic](https://wac-cdn.atlassian.com/dam/jcr:d796fddf-c120-4e52-9ec5-5cfb6fad2337/epic_epic-report-1.png?cdnVersion=1342)

## &#x20;Step 6: Complete your epic

To complete an epic:

1. Navigate to the Backlog.
2. Open the Epics Panel.
3. Click the drop-down for your epic, and select **Mark as Done**.

![Complete your epic](https://wac-cdn.atlassian.com/dam/jcr:79fc4c4c-fcd0-42b1-93bd-ce963dc40e31/epics_complete-epics.png?cdnVersion=1342)

When should I mark an epic as done?

Mark your epic as done whenever all work for the epic is complete. To make this easier, we recommend coming up with a clear definition of done for your epic create it. Any stories linked to the epic don't have to be complete to mark an epic as done.

## &#x20;Want to learn more?

For more detailed information on working with sprints in Jira Software, check out our [sprints tutorial.](https://www.atlassian.com/agile/tutorials/sprints)

Have questions? [Ask the Atlassian Community](https://community.atlassian.com/t5/Agile/ct-p/agile).&#x20;

## &#x20;Working with epics in next-gen Software projects

We've just introduced Epics to next-gen Software projects and with that comes a new way to manage them: the Roadmap. This represents a huge and exciting change in how Epics are managed in Jira Software Cloud. We believe this will be an easier way to manage and visualize your epics and would love to hear what you think about it.

This tutorial explains how epics generally fit into the agile development process and shows how to work with epics in next-gen projects to help you with your next big project.

![](https://wac-cdn.atlassian.com/dam/jcr:d2bcd12b-3265-4d74-8b49-e302fc34e7b7/Roadmap%20month.png?cdnVersion=1342)

What's the difference between epics and other issue types?

Stories, bugs, and tasks are used to describe one single piece of work, while epics are used to describe a group of issues that all relate to the same, larger body of work. Epics are typically completed over several sprints, or a longer time frame if you don't use sprints. Check out [our guide on delivery vehicles](https://www.atlassian.com/agile/project-management/epics-stories-themes) for more info.

## &#x20;Step 1: Create epics on the Roadmap

Epics are created and managed in the Roadmap. The Roadmap is useful for visualizing and planning large pieces of work that may be in progress right now or you may prioritize in the future.

When should I create an epic?

Consider creating an epic if you have a large body of work that needs to be completed over several sprints or over a long period of time. You could also create an epic if you notice a pattern amongst several user stories you've created, and you want to bundle them into one group.

1. In the project menu, select **Roadmap**.
2. Hit the + in the first column to create an epic. If your roadmap is empty, you can just start typing to create your first epic.

**Pro tip**: Outside the Roadmap, you can also create epics from the global menu.

## &#x20;Step 2: Modify start and due dates

Drag the edges of an epic's bar to modify its start and due dates. You can also edit these dates by clicking an epic and opening its details. You don't have to set start and due dates, but we recommend you do to make long-term planning easier.&#x20;

## &#x20;Step 3: Add and remove issues

To add issues from the board and backlog:

1. Navigate to your Board or Backlog.
2. Hover over the issue and select **more** (•••).&#x20;
3. Select **Add to Epic\***. Issues can only belong to one epic at a time. If an issue already belongs to an epic, the Add epic option will be replaced by **Change Epic\***.

![](https://wac-cdn.atlassian.com/dam/jcr:660a06c4-6c6c-4b2b-acab-09b83589ee99/Add+to+epic+\(Board\).png?cdnVersion=1342)

*On the Board*

![](https://wac-cdn.atlassian.com/dam/jcr:d1be1b37-007e-415d-b932-de57da17e01d/Add+to+epic+\(Backlog\).png?cdnVersion=1342)

*On the Backlog*

To add issues to an epic from the roadmap:

1. Click an epic.
2. In the issue details panel, select **Add a child issue**.

![](https://wac-cdn.atlassian.com/dam/jcr:2b4ef6fe-21b5-4acc-960e-ef35493d2d6d/Add-a-child-issue.png?cdnVersion=1342)

**Pro tip**: You can select multiple issues with **Command + Click** on Mac or **Ctrl + Click** on Windows, and add them all to an epic at the same time.

## &#x20;Step 4: View an epic's details

You can view an epic's details, like start date, due date, and child issues by selecting it on the Roadmap.

![](https://wac-cdn.atlassian.com/dam/jcr:20d5803b-7870-40a0-b6cd-622294c5c20b/View%20epic%20details.png?cdnVersion=1342)

## &#x20;Step 5: Set up swimlanes for your epics

During a sprint, you might find it useful to divide your board into swimlanes for each epic, to easily visualize your progress. To set this up in your next-gen Software project:

1. Navigate to your next-gen board.
2. In the top-right corner, select the **Group by** menu.
3. **Select Epic**.

![](https://wac-cdn.atlassian.com/dam/jcr:a16a34f7-9ba5-41d6-946c-8742200ec0dc/Roadmaps%20swimlanes.png?cdnVersion=1342)

**Pro tip**: You can create issues under an epic swimlane to quickly add a new issue to an epic. This also works if you've selected an epic in your filter.

## &#x20;Step 6: Complete your epic

Once all the work for an epic is completed, you should mark it as complete on the roadmap.

To complete an epic:

1. Navigate to the Roadmap.
2. Select the epic you'd like to mark as complete.
3. Under *Status*, select **Done**.

When should I mark an epic as done?

Mark your epic as done whenever all work for the epic is complete. To make this easier, we recommend coming up with a clear definition of done for your epic when you create it.&#x20;

![](https://wac-cdn.atlassian.com/dam/jcr:9a6176df-e99a-41f1-8fb1-7760ded39507/Roadmaps%20Done.png?cdnVersion=1342)

## &#x20;Learn more

* To learn more about the Roadmap, check out the [Roadmap documentation](http://confluence.atlassian.com/display/jirasoftwarecloud/Roadmap).
* To learn more about configuring your issue types, including epics, check out our [next-gen projects documentation](https://confluence.atlassian.com/jirasoftwarecloud/setting-up-issue-types-in-independent-projects-949233753.html).

&#x20;Max Rehkopf

As a self-proclaimed “chaos muppet” I look to agile practices and lean principles to bring order to my everyday. It’s a joy of mine to share these lessons with others through the many articles, talks, and videos I make for Atlassian&#x20;
