Epics Overview

Epics are a great way to manage a set of tasks that can encompass multiple projects and departments.

Using epics will organize those disparate tasks into a singular “Epic” view. For example, if you’re creating a website, and you have smaller tasks that involve multiple projects, teams or departments, and falls into a larger task, i.e. designing a header (graphic design team), formatting CSS (developers), etc., it would be best to create one Epic so you can manage all the tasks that fall into one larger task in one page.

Looking for more information about agile best practices and how Tasks can help your team achieve effortless iterative improvement? Check out Hubstaff’s guide to agile project management by clicking here.

Sample Epic with tasks located in different Hubstaff Tasks projects and assigned to different users.

 

Creating a new Epic

Step 1

Navigate to Epics on the header section of the Tasks page.

 

Step 2

Click on the New epic button under your organization name.

 

Step 3

The Create new epic dialog will appear. Add a name, description, folder (optional), start and due dates, assign an owner, then click on the Create button.

Step 4

The new Epic is now created.

When we open the Epic, we’ll see the following information:

  1. Task Description
  2. Attachments
  3. Tasks – this section includes a progress bar for all of the tasks under the epic. This is based on the total number of completed tasks over all the tasks on the epic.
    1. Completed – count of completed tasks
    2. Open – count of currently active tasks
    3. Icebox – count of currently benched tasks (can be moved to open/completed)
  4. Comments
  5. Owners
  6. Followers
  7. Folder
  8. Start Date
  9. Due Date
  10. Estimate – the estimated time to complete the Epic.

 

Adding tasks to an Epic

Step 1

Open the Epic page, then click on View Tasks.

Step 2

On the Epics page, click on Add a Task.

Step 3

Provide the name for the new task then hit Enter or click the button below the task name.

Step 4

Select the project name and the list under that project, then assign users to the task and hit Create.

Step 5

The new task will appear on the Open section of the Epics page. From here, you’ll also be able to add an estimated time to complete, and a due date.

 

Adding attachments to an Epic

Step 1

Open the Epic.

Step 2

Drag a file from your computer, or click on Browse files to attach a file to the Epic.

Step 3

Select a file then click on Open.

 

Step 4

The attached file will appear under the Attachments section of the Epic.

Adding an Epic to a folder

You can organize epics into folders within Hubstaff Tasks to add another level of organization. Here’s how you can arrange Epics into folders:

Step 1

Open the Epic.

Step 2

Select the folder from the Folder drop-down.

Step 3

The Epic will be moved to the selected folder.

Marking an Epic as Complete

Step 1

Click on the menu button within the Epic.

Step 2

Select the Complete option.

Deleting Epics

Deleting an Epic is permanent and once completed, the data can no longer be retrieved.

Step 1

Click on the menu button within the Epic.

Step 2

Select the Delete option.

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