What is Epic?

Epic which is not a traditional Agile artifact, is used in projects to provide visibility of larger functional implementation. Let’s assume that you receive a customer request to build a new functionality of providing an export function. while creating User Story you realize that you have to support different format of export method, like csv, xls, etc. These formats require efforts in implementation. So, your User Story gets bigger in terms of effort estimate since scope got bigger, you can have one big User Story, move the same story to different Sprints until it is finished OR have multiple User Stories which can fit into your Sprint duration and attach it to EPIC. That is where EPIC feature in Yodiz gets handy.

You can attach all 10 User Stories to single EPIC. Your User Story can belong to different Sprints, which means that if you have 10-20 User Stories, they won’t get accommodated in one Sprint, that is the idea of EPIC that it will accommodate all the relevant User Stories and provide a percentage of progress as your User Stories are completing. Thus you have an overall status where you are with a particular functionality which is represented by an EPIC.

Why?

Epics help project manager to track the project progress percentage. Completed user stories can be counted and percentage result of completed product can be concluded. Epics are created to manage User Stories in more efficient way. Yodiz app gives you a lot of functionalities in Epics in order to facilitate you to complete your projects with more ease.

Yodiz gives you the facility to add many Epics on both, project and company level along with their completion percentage, Product owner does not need to keep track of user stories to gauge product progress. You can filter your result to see open, closed or all Epics. It shows you all User Stories associated to any Epic with basic details.

How to Use Epic in Yodiz

Let’s discuss all functionalities of Epic in Yodiz, so that you can use these features with complete understanding.

1. Access Epic

Login to Yodiz, select Epic from the Tabs.

2. Add Epic

Epic can be created by Quick Add and Add with Detail methods.

add-epic

Quick Add: lets you create Epic with minimal details
Add with Detail: lets you add Epic with details.

3. Associate User Stories

User Stories can be associated in Listing, Popup and Detailed view.

3.1 Listing View

Click on the highlighted icon in order to associate User Story with the selected Epic on the go.

listing-view

3.2 Popup view

Open the popup view and select User Stories tab. You can add new User Story in the Epic and can associate existing User Stories with Epic.

popup-view

3.3 Detailed View

The detailed view of Epic can be opened by clicking on the ellipses icon at far right of the selected Epic. Follow the screenshot below:

detailed-view

Once in the detailed view, select “User Stories” option. You can add new User Stories within the Epic or associate existing stories with the currently selected Epic. Follow the screenshot below:

epic-detailed-view

3.4 Edit/Delete/Print Epic

Epics can be edited or deleted, follow the Screenshot below:

detailed-view

3.5 Filter

You can apply Filters in the Epic. Click on the highlighted filter icon.

epic-filter

You can also reset the applied filters.

3.6 Completion of Epic

Completion of Epic is measured by number/percentage of User Stories in Done category of status set.

3.7 Issue and Task Effort Count

Yodiz offers enhanced functionality to easily view effort count of Items associated with Epic’s User Story. The following highlighted Icons show Cumulative User Story Estimates, Cumulative Task & Issue Estimate, Effort Left and Effort Spent respectively.

issue-and-task-effort-count

4. Epic Associations

Epic is a complete feature which has direct and indirect association with all the items in Yodiz. Let’s discuss Epic Associations.

4.1 Epic association with User Story

Epic can contain one or many User Stories. Epic has direct association with User Story as single or numerous User Stories make a complete Epic. The associated User Stories might or might not be part of a Sprint and Release.

4.2 Epic Progress Status

Epic progress status can be tracked by User Story status. The completed User Stories are counted in the progress percentage of Epic.

4.3 Epic association with Backlog

You can enable Epic Column in Backlog in order to completely screen the User Stories associated with Epics. In order to do so, login to Yodiz, go to Backlog and click on the highlighted icon:

epic-association-with-backlog

Click on the checkbox of Epic in order to view the associated Epics.
You can view the completed User Stories as well. Follow the screenshot below:

view-the-associated-epics

You can view the Unscheduled, Sprint associated and completed User Stories from here.

5. Epic Graphs

You can view the progress of Epics via visual graphs too. In order to do so, login to Yodiz, click on the Grid Icon at the top right corner and follow the navigation provided below:

Grid Icon > User Dashboard > Add New Widget > Epic Progress

Once landed click on the plus (+) icon in order to formulate the graph.

epic-graphs

Once landed, fill in the details.

epic-progress

Title: Provide Title of the graph.
Projects: Select desired projects, you can select multiple projects from dropdown.
Epic: Select the Epic that you want the graph for, you can select multiple Epics from dropdown.
Date: Provide the dates you want the data for.
Graph Size: Choose the size of the graph.

Show Table (optional): Checking this box will also provide you following details in tabular view:

  • Epic ID and Title
  • Number of User Stories in a particular Epic
  • User Story status set Category statistics
  • Epic completion status in percentage

See the screenshot…

Epic-Progress-graph

Click on Save Widget and you’re done. You can view the progress of Epics, associated User Stories progress and a lot more.

6. Global Epics

Global Epics are company wide and are not associated to any one project in particular. Global Epics can only be created in Detailed View. Follow the screenshot below for navigation of Global Epic:

global-epics

7. Default Fields of Epic

Some Fields are default in Epic. Following is the brief description of these Fields.

Fields Description
ID It’s a system generated unique identifier that is assigned to each Epic. The ID consists of two parts, the pre-fix “EP-“ and a unique number, e.g. “EP-123”. ID is auto-generated by system in sequential order. When a Epic is deleted, sequence number increments by 1 everytime a new Epic is created.
Title The Title can be up to 256 characters and is limited to plain text only. Title helps to write the purpose of the Epic.
Description All the detailed requirements of Epic go in the description. Most importantly, you can describe Acceptance Criteria. It includes any other information that is required to get this Epic implemented.
Status Status helps in tracking the progress of each item. Status titles depend upon the Status Set associated with the selected project. There are generally three categories “New”, “In Development” and “Implemented”. You can customize Status Set fields as well, Click here to learn more about it.
Responsible It is the assigned User who is responsible for working on the Epic. Only project members can be assigned Responsible for Epic for the Project associated Epics. However, if Epic moves from one project to another in which the same user isn’t added, still the same responsible will be shown. In case any editing is done, the value of responsible becomes nil as the assigned responsible is not a User in the other project. To resolve this issue, add the desired user as new user to the other project. If user exists in other project as well then system will retain the responsible.
Created Date It is “read only” value for date and time of Epic creation. The time is automatically customized according to the selected Time Zone.
Tags Tags can help in identifying Epics. All the tags are “hyperlinked” on all the boards thus clicking on tags will filter the whole board or backlog. There are two types of tags “Standard Tags” and “Special Tags”. Common Tags are generated as you type, you can select the tag from drop down suggestions if it already exists. While the Special Tags are defined by the Super Admin of the company. For example If a “CSS Special Tag” is already created as Special Tag, it is advisable to use that “CSS Special Tag” wherever required. Any Common Tag can be converted into Special Tag.
Epic Due Date Due Date basically specifies the end date of a Epic. If no Due Date is selected, a calendar icon will be shown. If the Epic is overdue, expired Due Date will be shown in red color. The color of Due Date will be green if it is under due.
Comments Comments can be added into a Epic. Responsible Users will get email notifications and also in-app notifications regarding comments automatically. You can tag any other user in the comments field using “@name” or alternatively click on the user icon from drop down which will appear if you write few letters of the desired user name. You can attach text and images into the comments. Moreover attachments from Dropbox, Box and Google Drive are also supported. You can use “Markdown” editor to add rich text in the comments. Comments can be edited or deleted.
Attachments Files from various sources (local drive, Dropbox, Google Drive and Box) can be attached to Epic.
History Any updates or changes in the Epic are logged in History panel of each Epic. History option can be found in both Detailed and Popup view.
User Stories User Stories associated with Epic.
Timeline Timeline shows the Status progression of Epic in reference to time and date.
Plan Estimate Complete estimation of Epic completion in Points.
Dependency An Epic can be dependant on another item. It can’t be marked complete unless the other dependant item is completed. Following are the dependencies.
  • Blocked By: This dependency means that the progress of Epic is blocked by some other item.
  • Is Blocking: It means that this Epic is blocking another Epic or item.
  • Associates: It simply shows association between Epic and other items.
Custom Fields Custom Fields can be created for Epic. The Custom Fields data type range from Plain Text Field to Sprint, Release, Epic and much more. Custom Fields allow maximum customization.

7.1 Contextual Menu Options

In the Widget, Detailed and Popup view of Epic you can find different operations. Let’s have a look at them.

contextual-menu-options

Print: Epic can be printed by clicking at this option. You can choose if you require print in the PDF version or Word version.
Detail View: Detailed view of Epic can be viewed from here.
Get URL: Epic direct URL can be accessed by clicking at the Get URL option.
Delete: Epic can be deleted from here.