218 lines
7.5 KiB
Markdown
218 lines
7.5 KiB
Markdown
---
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stage: Plan
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group: Product Planning
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info: To determine the technical writer assigned to the Stage/Group associated with this page, see https://about.gitlab.com/handbook/product/ux/technical-writing/#assignments
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---
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# Epic boards **(PREMIUM)**
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> - [Introduced](https://gitlab.com/groups/gitlab-org/-/epics/5067) in GitLab 13.10.
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> - [Feature flag removed](https://gitlab.com/gitlab-org/gitlab/-/issues/290039) in GitLab 14.1.
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Epic boards build on the existing [epic tracking functionality](index.md) and
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[labels](../../project/labels.md). Your epics appear as cards in vertical lists, organized by their assigned
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labels.
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To view an epic board:
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1. On the top bar, select **Main menu > Groups** and find your group.
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1. On the left sidebar, select **Epics > Boards**.
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## Create an epic board
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Prerequisites:
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- You must have at least the Reporter role for a group.
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To create a new epic board:
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1. On the top bar, select **Main menu > Groups** and find your group.
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1. On the left sidebar, select **Epics > Boards**.
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1. In the upper left corner, select the dropdown list with the current board name.
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1. Select **Create new board**.
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1. Enter the new board's title.
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1. Optional. To hide the Open or Closed lists, clear the **Show the Open list** and
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**Show the Closed list** checkboxes.
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1. Optional. Set board scope:
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1. Next to **Scope**, select **Expand**.
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1. Next to **Labels**, select **Edit** and select the labels to use as board scope.
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1. Select **Create board**.
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Now you can [add some lists](#create-a-new-list).
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To change these options later, [edit the board](#edit-the-scope-of-an-epic-board).
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## Delete an epic board
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> [Introduced](https://gitlab.com/groups/gitlab-org/-/epics/5079) in GitLab 14.0.
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Prerequisites:
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- You must have at least the Reporter role for a group.
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- A minimum of two boards present in a group.
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To delete the active epic board:
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1. Select the dropdown list with the current board name in the upper left corner of the epic boards page.
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1. Select **Delete board**.
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1. Select **Delete**.
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## Actions you can take on an epic board
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- [Create a new list](#create-a-new-list).
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- [Remove an existing list](#remove-a-list).
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- [Filter epics](#filter-epics).
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- Create workflows, like when using [issue boards](../../project/issue_board.md#create-workflows).
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- [Move epics and lists](#move-epics-and-lists).
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- Change epic labels (by dragging an epic between lists).
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- Close an epic (by dragging it to the **Closed** list).
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- [Edit the scope of a board](#edit-the-scope-of-an-epic-board).
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### Create a new list
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Prerequisites:
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- You must have at least the Reporter role for a group.
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To create a new list:
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1. On the top bar, select **Main menu > Groups** and find your group.
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1. On the left sidebar, select **Epics > Boards**.
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1. In the upper-right corner, select **Create list**.
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1. In the **New list** column expand the **Select a label** dropdown list and select the label to use as
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list scope.
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1. Select **Add to board**.
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### Remove a list
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Removing a list doesn't have any effect on epics and labels, as it's just the
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list view that's removed. You can always create it again later if you need.
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Prerequisites:
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- You must have at least the Reporter role for a group.
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To remove a list from an epic board:
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1. On the top of the list you want to remove, select the **List settings** icon (**{settings}**).
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The list settings sidebar opens on the right.
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1. Select **Remove list**. A confirmation dialog appears.
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1. Select **OK**.
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## Create an epic from an epic board
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> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/233568) in GitLab 14.0.
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Prerequisites:
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- You must have at least the Reporter role for a group.
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- You must have [created a list](#create-a-new-list) first.
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To create an epic from a list in epic board:
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1. On the top of a list, select the **New epic** (**{plus}**) icon.
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1. Enter the new epic's title.
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1. Select **Create epic**.
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### Filter epics
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> [Introduced](https://gitlab.com/groups/gitlab-org/-/epics/5079) in GitLab 14.0.
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Use the filters on top of your epic board to show only
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the results you want. It's similar to the filtering used in the epic list,
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as the metadata from the epics and labels is re-used in the epic board.
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You can filter by the following:
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- Author
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- Label
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### View count of issues, weight, and progress of an epic
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> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/331330) in GitLab 14.1.
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Epics on an epic board show a summary of their issues, weight, and progress.
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To see the number of open and closed issues and the completed and incomplete
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weight, hover over the issues icon **{issues}**, weight icon **{weight}**, or
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progress icon **{progress}**.
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### Move epics and lists
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> [Introduced](https://gitlab.com/groups/gitlab-org/-/epics/5079) in GitLab 14.0.
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You can move epics and lists by dragging them.
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Prerequisites:
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- You must have at least the Reporter role for a group.
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To move an epic, select the epic card and drag it to another position in its current list or
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into another list. Learn about possible effects in [Dragging epics between lists](#dragging-epics-between-lists).
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To move a list, select its top bar, and drag it horizontally.
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You can't move the **Open** and **Closed** lists, but you can hide them when editing an epic board.
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#### Move an epic to the start of the list
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> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/367473) in GitLab 15.4.
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When you have many epics, it's inconvenient to manually drag an epic from the bottom of a board list all
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the way to the top. You can move epics to the top of the list with a menu shortcut.
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Your epic is moved to the top of the list even if other epics are hidden by a filter.
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Prerequisites:
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- You must at least have the Reporter role for a group.
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To move an epic to the start of the list:
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1. In an epic board, hover over the card of the epic you want to move.
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1. Select the vertical ellipsis (**{ellipsis_v}**), then **Move to start of list**.
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#### Move an epic to the end of the list
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> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/367473) in GitLab 15.4.
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When you have many epics, it's inconvenient to manually drag an epic from the top of a board list all
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the way to the bottom. You can move epics to the bottom of the list with a menu shortcut.
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Your epic is moved to the bottom of the list even if other epics are hidden by a filter.
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Prerequisites:
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- You must at least have the Reporter role for a group.
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To move an epic to the end of the list:
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1. In an epic board, hover over the card of the epic you want to move.
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1. Select the vertical ellipsis (**{ellipsis_v}**), then **Move to end of list**.
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#### Dragging epics between lists
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When you drag epics between lists, the result is different depending on the source list
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and the target list.
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| | To Open | To Closed | To label B list |
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| --------------------- | -------------- | ---------- | ------------------------------ |
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| **From Open** | - | Close epic | Add label B |
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| **From Closed** | Reopen epic | - | Reopen epic and add label B |
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| **From label A list** | Remove label A | Close epic | Remove label A and add label B |
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### Edit the scope of an epic board
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Prerequisites:
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- You must have at least the Reporter role for a group.
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To edit the scope of an epic board:
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1. In the upper-right corner, select **Edit board**.
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1. Optional:
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- Edit the board's title.
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- Show or hide the Open and Closed columns.
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- Select other labels as the board's scope.
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1. Select **Save changes**.
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