How to create epic in jira

How to create epic in jira: In the realm of project management, Jira stands as a formidable tool, empowering teams to streamline workflows, track tasks, and achieve project milestones with precision. At the heart of Jira’s functionality lies the concept of Epics – powerful containers that encapsulate large bodies of work, providing clarity and structure to complex projects. In this comprehensive guide, we’ll delve into the intricacies of creating Epics in Jira, unleashing the full potential of this indispensable feature.

Understanding Epics in Jira

What are Epics?

Epics in Jira serve as high-level containers for organizing and managing large bodies of work. They represent overarching initiatives or goals within a project, encompassing multiple related user stories or tasks. Epics help teams break down complex projects into manageable chunks, facilitating better planning, tracking, and execution.

Key Characteristics of Epics

  1. Scope: Epics typically span across multiple sprints or iterations, covering a significant portion of a project’s roadmap.
  2. Hierarchy: Epics can contain smaller units of work, such as user stories, tasks, or sub-tasks, allowing for hierarchical organization within a project.
  3. Visibility: Epics provide a clear overview of major project components, enabling stakeholders to grasp the project’s overarching objectives at a glance.
  4. Flexibility: Epics can evolve over time, accommodating changes and adjustments to project requirements or priorities.

Benefits of Using Epics

  • Improved Organization: Epics help teams organize and prioritize work, fostering a structured approach to project management.
  • Enhanced Visibility: By grouping related tasks under Epics, teams gain a holistic view of project progress and dependencies.
  • Efficient Planning: Epics facilitate long-term planning and roadmap development, enabling teams to align their efforts with strategic objectives.
  • Streamlined Communication: Epics serve as a communication tool, enabling teams to effectively convey project scope and priorities to stakeholders.

Creating Epics in Jira: A Step-by-Step Guide

Step 1: Navigate to the Jira Project

  • Log in to your Jira account and navigate to the desired project where you intend to create the Epic.

Step 2: Access the Backlog or Board View

  • Depending on your project setup, access the backlog or board view where Epics are managed.

Step 3: Click on “Create” or “+” Button

  • Look for the “Create” or “+” button within the backlog or board view and click on it to initiate the Epic creation process.

Step 4: Provide Epic Details

  • Enter relevant details such as Epic Name, Summary, Description, and any other pertinent information to describe the Epic’s scope and objectives.

Step 5: Assign Epic to a Project

  • Select the project to which the Epic belongs, ensuring it’s aligned with the appropriate project’s objectives and roadmap.

Step 6: Add Epic to Epic Link Field (Optional)

  • If your project utilizes Epic Link fields for cross-referencing Epics, link the newly created Epic to any relevant Epics within the project.

Step 7: Save the Epic

  • Once all necessary details are provided, save the Epic to finalize its creation. It will now be visible within the project’s backlog or board view.

Best Practices for Managing Epics

1. Define Clear Objectives

  • Clearly articulate the objectives and scope of each Epic to ensure alignment with project goals and stakeholder expectations.

2. Break Down Epics into Manageable Units

  • Decompose Epics into smaller, actionable tasks or user stories to facilitate incremental delivery and efficient progress tracking.

3. Prioritize Epics Based on Value

  • Prioritize Epics based on their business value, urgency, and impact on project outcomes to optimize resource allocation and delivery timelines.

4. Regularly Review and Update Epics

  • Conduct regular reviews of Epics to reassess priorities, adjust scope, and incorporate feedback, ensuring alignment with evolving project needs.

5. Foster Collaboration and Communication

  • Encourage collaboration among team members and stakeholders to ensure a shared understanding of Epic objectives, progress, and dependencies.

Frequently Asked Questions (FAQs)

Q1: Can Epics span multiple projects in Jira?

  • A1: Yes, Epics can span across multiple projects within Jira, providing a centralized mechanism for managing cross-functional initiatives.

Q2: How can I track progress within an Epic?

  • A2: Progress within an Epic can be tracked by monitoring the completion status of associated tasks, user stories, or sub-tasks, either through the backlog or board view.

Q3: Can Epics be linked to other Jira issues?

  • A3: Absolutely, Epics can be linked to other Jira issues such as tasks, bugs, or stories, facilitating traceability and relationship management within the project.


Mastering the art of creating and managing Epics in Jira empowers teams to navigate complex projects with confidence and precision. By leveraging Epics as strategic containers for organizing and prioritizing work, teams can streamline collaboration, enhance visibility, and accelerate project delivery. Armed with the insights and techniques outlined in this guide, project managers and teams alike can harness the full potential of Jira’s Epic feature to unlock new levels of project management efficiency and success.

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