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||✅|
|- 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 which contain several sub-tasks and 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. Furthermore, 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. Or, filter by Epic to track only those Issues.
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 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
The Epic builder will present all Issues on your Board, organized by pipeline. Here, you can navigate between different pipelines and add different issues to the Epic by selecting the checkboxes next to each Issue. You will see the left panel populating with Issues as you can continue to add them to the Epic:
You can also create issues directly within the Epic builder by typing the new issue you would like to create and selecting New Issue:
When you're done with the initial setup of your Epic, simply click Create Epic on the left panel.
You can also check out more on getting started with Epics here
Filtering the board by an Epic
Once an Epic has been created you'll now have a new Issue on your Board with two distinguishing factors: an Epic label and a filter on the Issue card 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 Boards, 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 drilldown on story or project work within this Epic to gain insight into how these Epic issues are progressing. Check our our board filtering article for more information on filters
Converting an existing Issue into an Epic
If an existing story or Issue needs to be converted into an Epic, get started by opening the Issue page for that Issue. On the sidebar of the Issue is the Epics dropdown. Once selected, at the top of the dropdown is an option to Convert to Epic