341 lines
12 KiB
Markdown
341 lines
12 KiB
Markdown
---
|
|
type: howto
|
|
stage: Plan
|
|
group: Portfolio Management
|
|
info: To determine the technical writer assigned to the Stage/Group associated with this page, see https://about.gitlab.com/handbook/engineering/ux/technical-writing/#designated-technical-writers
|
|
---
|
|
|
|
<!-- When adding a new h2 section here, remember to mention it in index.md#manage-epics -->
|
|
|
|
# Manage epics **(PREMIUM)**
|
|
|
|
This page collects instructions for all the things you can do with [epics](index.md) or in relation
|
|
to them.
|
|
|
|
## Create an epic
|
|
|
|
A paginated list of epics is available in each group from where you can create
|
|
a new epic. The list of epics includes also epics from all subgroups of the
|
|
selected group. From your group page:
|
|
|
|
### Create an epic from the epic list
|
|
|
|
To create an epic from the epic list, in a group:
|
|
|
|
1. Go to **{epic}** **Epics**.
|
|
1. Click **New epic**.
|
|
1. Enter a descriptive title.
|
|
1. Click **Create epic**.
|
|
|
|
### Access the New Epic form
|
|
|
|
> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/211533) in [GitLab Premium](https://about.gitlab.com/pricing/) 13.2.
|
|
|
|
There are two ways to get to the New Epic form and create an epic in the group you're in:
|
|
|
|
- From an epic in your group, click **New Epic**.
|
|
- From anywhere, in the top menu, click **plus** (**{plus-square}**) **> New epic**.
|
|
|
|
![New epic from an open epic](img/new_epic_from_groups_v13.2.png)
|
|
|
|
### Elements of the New Epic form
|
|
|
|
When you're creating a new epic, these are the fields you can fill in:
|
|
|
|
- Title
|
|
- Description
|
|
- Confidentiality checkbox
|
|
- Labels
|
|
- Start date
|
|
- Due date
|
|
|
|
![New epic form](img/new_epic_form_v13.2.png)
|
|
|
|
## Edit an epic
|
|
|
|
After you create an epic, you can edit change the following details:
|
|
|
|
- Title
|
|
- Description
|
|
- Start date
|
|
- Due date
|
|
- Labels
|
|
|
|
To edit an epic's title or description:
|
|
|
|
1. Click the **Edit title and description** **{pencil}** button.
|
|
1. Make your changes.
|
|
1. Click **Save changes**.
|
|
|
|
To edit an epics' start date, due date, or labels:
|
|
|
|
1. Click **Edit** next to each section in the epic sidebar.
|
|
1. Select the dates or labels for your epic.
|
|
|
|
## Bulk-edit epics
|
|
|
|
You can edit multiple epics at once. To learn how to do it, visit
|
|
[Bulk editing issues, epics, and merge requests at the group level](../bulk_editing/index.md#bulk-edit-epics).
|
|
|
|
## Delete an epic
|
|
|
|
NOTE: **Note:**
|
|
To delete an epic, you need to be an [Owner](../../permissions.md#group-members-permissions) of a group/subgroup.
|
|
|
|
When editing the description of an epic, click the **Delete** button to delete the epic.
|
|
A modal appears to confirm your action.
|
|
|
|
Deleting an epic releases all existing issues from their associated epic in the system.
|
|
|
|
## Close an epic
|
|
|
|
Whenever you decide that there is no longer need for that epic,
|
|
close the epic by:
|
|
|
|
- Clicking the **Close epic** button.
|
|
|
|
![close epic - button](img/button_close_epic.png)
|
|
|
|
- Using a [quick action](../../project/quick_actions.md).
|
|
|
|
## Reopen a closed epic
|
|
|
|
You can reopen an epic that was closed by:
|
|
|
|
- Clicking the **Reopen epic** button.
|
|
|
|
![reopen epic - button](img/button_reopen_epic.png)
|
|
|
|
- Using a [quick action](../../project/quick_actions.md).
|
|
|
|
## Go to an epic from an issue
|
|
|
|
If an issue belongs to an epic, you can navigate to the containing epic with the
|
|
link in the issue sidebar.
|
|
|
|
![containing epic](img/containing_epic.png)
|
|
|
|
## Search for an epic from epics list page
|
|
|
|
> - Introduced in [GitLab Ultimate](https://about.gitlab.com/pricing/) 10.5.
|
|
> - [Moved](https://gitlab.com/gitlab-org/gitlab/-/issues/37081) to the [Premium](https://about.gitlab.com/pricing/) tier in GitLab 12.8.
|
|
|
|
You can search for an epic from the list of epics using filtered search bar (similar to
|
|
that of Issues and Merge Requests) based on following parameters:
|
|
|
|
- Title or description
|
|
- Author name / username
|
|
- Labels
|
|
|
|
![epics search](img/epics_search.png)
|
|
|
|
To search, go to the list of epics and click the field **Search or filter results**.
|
|
It will display a dropdown menu, from which you can add an author. You can also enter plain
|
|
text to search by epic title or description. When done, press <kbd>Enter</kbd> on your
|
|
keyboard to filter the list.
|
|
|
|
You can also sort epics list by:
|
|
|
|
- Created date
|
|
- Last updated
|
|
- Start date
|
|
- Due date
|
|
|
|
Each option contains a button that can toggle the order between **Ascending** and **Descending**.
|
|
The sort option and order is saved and used wherever you browse epics, including the
|
|
[Roadmap](../roadmap/index.md).
|
|
|
|
![epics sort](img/epics_sort.png)
|
|
|
|
## Make an epic confidential
|
|
|
|
> - [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/213068) in [GitLab Premium](https://about.gitlab.com/pricing/) 13.0 behind a feature flag, disabled by default.
|
|
> - [Became enabled by default](https://gitlab.com/gitlab-org/gitlab/-/issues/224513) in [GitLab Premium](https://about.gitlab.com/pricing/) 13.2.
|
|
> - You can [use the Confidentiality option in the epic sidebar](https://gitlab.com/gitlab-org/gitlab/-/issues/197340) in GitLab [Premium](https://about.gitlab.com/pricing/) 13.3 and later.
|
|
|
|
If you're working on items that contain private information, you can make an epic confidential.
|
|
|
|
NOTE: **Note:**
|
|
A confidential epic can only contain confidential issues and confidential child epics.
|
|
|
|
To make an epic confidential:
|
|
|
|
- **When creating an epic:** select the checkbox **Make this epic confidential**.
|
|
- **In an existing epic:** in the epic's sidebar, select **Edit** next to **Confidentiality** then
|
|
select **Turn on**.
|
|
|
|
### Disable confidential epics **(PREMIUM ONLY)**
|
|
|
|
The confidential epics feature is deployed behind a feature flag that is **enabled by default**.
|
|
[GitLab administrators with access to the GitLab Rails console](../../../administration/feature_flags.md)
|
|
can disable it for your self-managed instance.
|
|
|
|
To disable it:
|
|
|
|
```ruby
|
|
Feature.disable(:confidential_epics)
|
|
```
|
|
|
|
## Manage issues assigned to an epic
|
|
|
|
### Add an issue to an epic
|
|
|
|
You can add an existing issue to an epic, or, create a new issue that's
|
|
automatically added to the epic.
|
|
|
|
#### Add an existing issue to an epic
|
|
|
|
Existing issues that belong to a project in an epic's group, or any of the epic's
|
|
subgroups, are eligible to be added to the epic. Newly added issues appear at the top of the list of
|
|
issues in the **Epics and Issues** tab.
|
|
|
|
An epic contains a list of issues and an issue can be associated with at most one epic.
|
|
When you add an issue that's already linked to an epic, the issue is automatically unlinked from its
|
|
current parent.
|
|
|
|
To add an issue to an epic:
|
|
|
|
1. Click the **Add** dropdown button.
|
|
1. Click **Add an issue**.
|
|
1. Identify the issue to be added, using either of the following methods:
|
|
- Paste the link of the issue.
|
|
- Search for the desired issue by entering part of the issue's title, then selecting the desired
|
|
match (introduced in [GitLab 12.5](https://gitlab.com/gitlab-org/gitlab/-/issues/9126)).
|
|
|
|
If there are multiple issues to be added, press <kbd>Spacebar</kbd> and repeat this step.
|
|
1. Click **Add**.
|
|
|
|
#### Create an issue from an epic
|
|
|
|
> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/5419) in GitLab 12.7.
|
|
|
|
Creating an issue from an epic enables you to maintain focus on the broader context of the epic
|
|
while dividing work into smaller parts.
|
|
|
|
To create an issue from an epic:
|
|
|
|
1. On the epic's page, under **Epics and Issues**, click the **Add** dropdown button and select
|
|
**Create new issue**.
|
|
1. Under **Title**, enter the title for the new issue.
|
|
1. From the **Project** dropdown, select the project in which the issue should be created.
|
|
1. Click **Create issue**.
|
|
|
|
### Remove an issue from an epic
|
|
|
|
You can remove issues from an epic when you're on the epic's details page.
|
|
After you remove an issue from an epic, the issue will no longer be associated with this epic.
|
|
|
|
To remove an issue from an epic:
|
|
|
|
1. Click the **Remove** (**{close}**) button next to the issue you want to remove.
|
|
The **Remove issue** warning appears.
|
|
1. Click **Remove**.
|
|
|
|
![List of issues assigned to an epic](img/issue_list_v13_1.png)
|
|
|
|
### Reorder issues assigned to an epic
|
|
|
|
> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/9367) in GitLab 12.5.
|
|
|
|
New issues appear at the top of the list in the **Epics and Issues** tab.
|
|
You can reorder the list of issues by dragging them.
|
|
|
|
To reorder issues assigned to an epic:
|
|
|
|
1. Go to the **Epics and Issues** tab.
|
|
1. Drag issues into the desired order.
|
|
|
|
### Move issues between epics **(ULTIMATE)**
|
|
|
|
> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/33039) in [GitLab Ultimate](https://about.gitlab.com/pricing/) 13.0.
|
|
|
|
New issues appear at the top of the list in the **Epics and Issues**
|
|
tab. You can move issues from one epic to another.
|
|
|
|
To move an issue to another epic:
|
|
|
|
1. Go to the **Epics and Issues** tab.
|
|
1. Drag issues into the desired parent epic.
|
|
|
|
### Promote an issue to an epic
|
|
|
|
> - [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/3777) in [GitLab Ultimate](https://about.gitlab.com/pricing/) 11.6.
|
|
> - [Moved](https://gitlab.com/gitlab-org/gitlab/-/issues/37081) to [GitLab Premium](https://about.gitlab.com/pricing/) in 12.8.
|
|
|
|
If you have the necessary [permissions](../../permissions.md) to close an issue and create an
|
|
epic in the immediate parent group, you can promote an issue to an epic with the `/promote`
|
|
[quick action](../../project/quick_actions.md#quick-actions-for-issues-merge-requests-and-epics).
|
|
Only issues from projects that are in groups can be promoted. When attempting to promote a confidential
|
|
issue, a warning will display. Promoting a confidential issue to an epic will make all information
|
|
related to the issue public as epics are public to group members.
|
|
|
|
When the quick action is executed:
|
|
|
|
- An epic is created in the same group as the project of the issue.
|
|
- Subscribers of the issue are notified that the epic was created.
|
|
|
|
The following issue metadata will be copied to the epic:
|
|
|
|
- Title, description, activity/comment thread.
|
|
- Upvotes/downvotes.
|
|
- Participants.
|
|
- Group labels that the issue already has.
|
|
- Parent epic. **(ULTIMATE)**
|
|
|
|
### Use an epic template for repeating issues
|
|
|
|
You can create a spreadsheet template to manage a pattern of consistently repeating issues.
|
|
|
|
<i class="fa fa-youtube-play youtube" aria-hidden="true"></i>
|
|
For an introduction to epic templates, see [GitLab Epics and Epic Template Tip](https://www.youtube.com/watch?v=D74xKFNw8vg).
|
|
|
|
For more on epic templates, see [Epic Templates - Repeatable sets of issues](https://about.gitlab.com/handbook/marketing/product-marketing/getting-started/104/).
|
|
|
|
## Manage multi-level child epics **(ULTIMATE)**
|
|
|
|
### Add a child epic to an epic
|
|
|
|
To add a child epic to an epic:
|
|
|
|
1. Click the **Add** dropdown button.
|
|
1. Click **Add an epic**.
|
|
1. Identify the epic to be added, using either of the following methods:
|
|
- Paste the link of the epic.
|
|
- Search for the desired issue by entering part of the epic's title, then selecting the desired
|
|
match (introduced in [GitLab 12.5](https://gitlab.com/gitlab-org/gitlab/-/issues/9126)).
|
|
|
|
If there are multiple epics to be added, press <kbd>Spacebar</kbd> and repeat this step.
|
|
1. Click **Add**.
|
|
|
|
### Move child epics between epics
|
|
|
|
> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/33039) in [GitLab Ultimate](https://about.gitlab.com/pricing/) 13.0.
|
|
|
|
New child epics appear at the top of the list in the **Epics and Issues** tab.
|
|
You can move child epics from one epic to another.
|
|
When you add an epic that's already linked to a parent epic, the link to its current parent is removed.
|
|
Issues and child epics cannot be intermingled.
|
|
|
|
To move child epics to another epic:
|
|
|
|
1. Go to the **Epics and Issues** tab.
|
|
1. Drag epics into the desired parent epic.
|
|
|
|
### Reorder child epics assigned to an epic
|
|
|
|
> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/9367) in GitLab 12.5.
|
|
|
|
New child epics appear at the top of the list in the **Epics and Issues** tab.
|
|
You can reorder the list of child epics.
|
|
|
|
To reorder child epics assigned to an epic:
|
|
|
|
1. Go to the **Epics and Issues** tab.
|
|
1. Drag epics into the desired order.
|
|
|
|
### Remove a child epic from a parent epic
|
|
|
|
To remove a child epic from a parent epic:
|
|
|
|
1. Click on the <kbd>x</kbd> button in the parent epic's list of epics.
|
|
1. Click **Remove** in the **Remove epic** warning message.
|