Working with an Epic

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Following an Epic

Following an Epic allows users to keep up to date to any changes to the Epic or the stories within it.

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How to Follow An Epic

  1. Click on "Epics" in the Shortcut sidebar menu

  2. Click on the Follow button of the Epic you wish to follow.

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How to Add Followers to An Epic

  1. Click on "Epics" in the Shortcut sidebar menu

  2. Open the Epic you want to edit

  3. Click the plus sign to add yourself or click on the dropdown box to add others

Archiving an Epic

Archiving is for completed epics as well as Epics that your team has decided they no longer want to pursue.

  1. Click on "Epics" in the Shortcut sidebar menu.
  2. Open the Epic you wish to archive
  3. Click on the three-dot menu of the Epic
  4. Select "Archive Epic" then click "OK" in the pop-up dialog box

If you do not wish to see them on the Epics page, you can click the "Hide Archived Epics" button on the top left-hand side of the page.

How to Remove an Epic from the Archive

  1. Click on "Epics" in the Shortcut sidebar menu.
  2. Open the Epic you wish to unarchive
  3. Click on the three-dot menu of the Epic
  4. Select "Unarchive Epic" then click "OK" in the pop-up dialog box

Stories within archived Epics will continue to be associated with those Epics.

 

Deleting an Epic

 

  1. Click on "Epics" in the Shortcut sidebar menu.
  2. Open the Epic you wish to delete.
  3. Click three dot menu in the right-corner
  4. Select "Delete Epic" then click "OK" in the pop-up dialog box

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Linking to a Doc
  1. Open the Epic you wish to link.
  2. Click the "Link Doc to Epic" option.
  3. Search for the Doc you would like to link
  4. Choose the Doc and it will be added as relationship on the Epic detail page
      • Note: Linking from an Epic will create a Relationship in the Doc as well.

Relationship_from_Epic.gif

 

Updated

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