ZenHub epics add a crucial extra layer of hierarchy to your GitHub issues, providing greater control end-to-end over the release process
|- Understand epics and their benefits||✅|
|- Creating your first epic||✅|
|- Quickly create new issues for your epic||✅|
|- Filtering the board by an epic||✅|
|- Converting an existing issue into an epic||✅|
An overview of epics and their benefits
Epics are a theme of work that contains several sub-tasks or Issues. Epics are the best way to group related issues together into larger goals that span sprints (typically 2-6 weeks).
The concept stems from the agile principle that tasks should be broken down into small, manageable chunks; that way, you're able to ship impactful changes more often. In agile development, a “user story” is the smallest unit of work, and an epic is essentially a “big” user story. These are tended to give you a broad understanding of larger initiatives.
With epics, you can map out big chunks of work or goals, and then add all of the related issues to fully flesh it out. The completion of each related issue means that you are one step closer to achieving the overall epic. The scope of epics is flexible, so you can add, edit, and remove issues as needed. Once you've set up an epic, you can track it alongside your other work in your ZenHub Workspaces. You can also filter your Workspace by epic to track only those child issues. Switch over to the Roadmap view to visualize a live progress report for your epics.
Creating your very first epic
Now that you have an understanding of Epics, let's take a look at creating your first one!
To get started, head to your ZenHub board and select the + icon next to the New Issue button. From here you can choose to create an Epic. You can then give your Epic a title and description. By hitting the Create Epic button you can then begin adding Issues to your Epic
Adding issues to your epic
You can add issues to your epics by:
1. Using multi-action on your Board
To use multi-action, hover over the avatar for any issue card on the Board to select the issue. From here, you can select as many issues as you'd like and then perform updates to those issues at once. Choose the Set epic option to quickly add these issues to your epic:
2. Quickly creating new Issues from the epic page
Select to view the epic on the Board. You can select the + icon located below the progress bars to quickly capture scope requirements for the epic:
You can also check out more on getting started with Epics here
Viewing epics and quickly creating new issues for epics
When viewing an epic from the Board, you can quickly create new issues directly from the epic page to capture new scope requirements that may have been surfaced:
Filtering the board by an epic
Once created, you'll see epics on your board as they have some distinguishing factors:
1. A purple line down the left side of the epic card
2. A purple epic glad next to the assignee avatar
3. An epic label and a filter on the epic card (filter by epic issues) that can be used to filter the board by all stories and tasks in that epic.
The most impactful part of epics isn’t creating them — it’s tracking them in an effective way. With Workspaces, you can view how epics fit into the big picture by seeing them alongside your other issues. By the same token, you can Filter by epic to see only the issues inside it.
As you start to interact with issues, complete work, and go about daily activities such as stand-up or daily to-do planning, you can leverage the Board epic filter to drill down on story or project work within this epic to gain insight into how these Epic issues are progressing. You can also switch over to the Roadmap view to get an at-a-glance progress report for your epics
Converting an issue to an epic
If you find that an issue can be broken into smaller pieces of you, you have the option to convert the issue to an epic.
1. Open the issue you would like to convert to an epic
2. Select the cog beside epic
3.You will see the first drop down option is to concert to epic