Software Development and QA Tips By QASource Experts

How To Create an Epic in Jira - QASource

Written by QASource Engineering Team | Jun 24, 2024 4:00:00 PM

Creating an Epic in Jira involves steps that help to organize and manage large work. Follow these steps to create an Epic effectively:

Steps to Create an Epic in Jira

  1. Log in to the Jira instance

    • Navigate to your Project and select the project where you want to create the Epic from the project dropdown menu.

  2. Go to the Backlog

    • In the project sidebar, click on Backlog. This is where you will manage and create Epics and other issues.

  3. Create an Epic

    • In the backlog view, you will see a section called Epics on the left side (it might be collapsed, so you may need to expand it).
    • Click on the Create Epic button at the bottom of the Epics panel.

  4. Fill in Epic Details

    • Epic Name: This short identifier will appear in the backlog and boards.
    • Summary: Enter a summary or title for the Epic.
    • Description: Provide a detailed description of what the Epic entails. This can include objectives, scope, and any other relevant information.
    • Epic Link: If you have existing issues that you want to link to this Epic, you can do so here.
    • Labels: Add any relevant labels for easier filtering and searching.
    • Assignee: Optionally, assign the Epic to a team member.

  5. Save the Epic

    • Click the Create button to save your Epic.

  6. Verify and Edit (if needed)

    • Once created, your Epic will appear in the Epics panel. You can click on it to view and edit any details if necessary.

  7. Create Child Issues

    • To associate stories, tasks, or bugs with your Epic, go to the issues you want to link and edit their details to include the Epic link.
    • Alternatively, while viewing Epic, you can use the Create Issue in Epic option to add new issues directly under Epic.
 

Additional Tips to Follow

  • Clear Naming: Ensure your Epic name and summary are clear and concise to avoid confusion.
  • Detailed Descriptions: Provide as much relevant information as possible in the description.
  • Proper Linking: Utilize the Epic link feature to connect all relevant issues for better traceability.
  • Effective Labeling: Use labels for easier organization and searching.

Following these steps and tips, you can efficiently create and manage Epics in Jira, helping your team stay organized and focused on large work items.
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