Tier 9 — Projects & Work Management

Epics & Features

Epics and features group tickets so a large piece of work can be reported on as one thing. An epic holds features, a feature holds tickets, and points roll up through both.

Applies to: Professional plan. Requires the pm:tickets:view permission.

Prerequisites: Tickets & Backlog

The three levels

  • Epic — a large goal, such as "Level 3 fit-out"
  • Feature — one deliverable within it, such as "Lighting circuits"
  • Ticket — the individual work items

A ticket belongs to a feature, and the feature belongs to an epic. The epic a ticket rolls up to follows from its feature, so you set the feature and the epic follows.

The Epics page

Open a project and select the Epics tab. Four counters sit at the top: Epics, In progress, Points complete and Overall progress. Each epic is a row you expand to see its features.

Create an epic

  1. Select New Epic.
  2. Enter the Title.
  3. Add a Description.
  4. Set the Status — Open, In Progress, Done or Closed.
  5. Set the Priority.
  6. Select Create epic.

The epic gets a number and appears in the list with a progress bar at zero.

Add a feature

  1. Expand the epic.
  2. Select Add feature.
  3. Enter the Title — what the feature delivers.
  4. Select Add feature to save.

The feature is created with a number and takes its status from there. The form asks for a title alone, so there is nothing else to fill in at this point.

Features have no page of their own. Reach them by expanding the epic that holds them on the Epics tab.

Attaching tickets

Open a ticket and use the Links card on its detail page. Pick the Epic first — the Feature selector stays disabled until you do, since features are listed per epic. Setting the feature adds the ticket's points to both the feature's and the epic's totals.

Tracking progress

Each epic shows its completed points against its total, and a progress bar that moves as tickets reach Done. That gives you an answer to "how far through the fit-out are we" without anyone reading a list of ticket numbers.

Tip: Name epics the way the client talks about the job. They ask whether the kitchen is finished, not whether tickets 142 to 187 are closed.

A small project does not need this. Skip epics entirely until the ticket list gets long enough that people cannot hold it in their heads.