Manage Epics and Stories

With Structure, you can easily organize issues into an advanced Agile hierarchy (Epics > Issues > Sub-tasks) AND identify any issues that aren't attached to epics.

Step 1: Create a New Structure

Open the Structure Selector menu and select Create New Structure.

Step 2: Add Two Flex items

Open the +Add menu and select Flex item. Add two Flex items, named:

• "Agile Hierarchy"

• "Issues without Epics"

Open

Step 3: Insert Epics

Select the Agile Hierarchy Flex item, so that its row is highlighted, and add a JQL Query Insert Generator:

1. Go to +Add | Insert | JQL Query

2. Enter the following JQL query: issuetype = Epic

   • To limit the epics to specific projects or other variables, add additional specifications (Example: AND project = "My Epics")

3. Change the Place the generators on selection to Level below - this will add the epics under the Agile Hierarchy Flex item

4. Click Create

All your epics should now be placed beneath the Agile Hierarchy Flex item.

Open

Step 4: Insert Issues and Sub-tasks

Make sure the "Insert issues: issuetype = Epic" row is selected, and return to the +Add menu. This time, select Extend | Child issues. Under Add, select Issues below epics and Sub-tasks.

Step 5: Insert Issues without Epics

Next, we need to make sure we don't lose track of any issues that aren't linked to epics yet. That's what our second Flex item is for:

1. Select  the "Issues without Epics" Flex item

2. Go to: +Add | Insert | JQL Query

3. Enter the following JQL query: issuetype != Epic AND issuetype in standardIssueTypes() AND "Epic Link" is empty

   • If you narrowed your query to specific projects, etc. for your epics, do the same here

4. Change the Place the generators on selection to Level below - this will add our issues under the Flex item

5. Click Create

Any issues that are not assigned to epics should now appear beneath the second Flex item.

Step 6: Assign Issues to Epics / Reassign Issues

Now that you have all your issues organized and in one place, you can assign issues from the second Flex item to epics, or even reassign issues that already have epics.

Assigning Issues to Epics

To assign issues in the second Flex item to an epic:

• Drag the issues to the epic you want to assigned them to.

• While dragging, hold down the ctrl key - this copies the issue to the new location in the structure. Once the issue is copied to the new location, it should disappear from beneath the second Flex item (because now it's assigned to an epic). 

Reassigning Issues to New Epics

To reassign issues from one epic to another, simply drag them from beneath their current epic to the new epic.