530 lines
19 KiB
Markdown
530 lines
19 KiB
Markdown
---
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type: howto
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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/engineering/ux/technical-writing/#assignments
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---
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# Manage epics **(PREMIUM)**
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This page collects instructions for all the things you can do with [epics](index.md) or in relation
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to them.
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## Create an epic
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> - The New Epic form [introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/211533) in GitLab 13.2.
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> - In [GitLab 13.7](https://gitlab.com/gitlab-org/gitlab/-/issues/229621) and later, the New Epic button on the Epics list opens the New Epic form.
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> - In [GitLab 13.9](https://gitlab.com/gitlab-org/gitlab/-/merge_requests/45948) and later, you can create a new epic from an empty roadmap.
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Prerequisites:
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- You must have at least the Reporter role for the epic's group.
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To create an epic in the group you're in:
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1. Get to the New Epic form:
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- Go to your group and from the left sidebar select **Epics**. Then select **New epic**.
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- From an epic in your group, select **New epic**.
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- From anywhere, in the top menu, select **New...** (**{plus-square}**) **> New epic**.
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- In an empty [roadmap](../roadmap/index.md), select **New epic**.
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1. Enter a title.
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1. Complete the fields.
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- Enter a description.
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- To [make the epic confidential](#make-an-epic-confidential), select the checkbox under **Confidentiality**.
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- Choose labels.
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- Select a start and due date, or [inherit](#start-and-due-date-inheritance) them.
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1. Select **Create epic**.
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The newly created epic opens.
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### Start and due date inheritance
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> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/7332) in GitLab 12.5 to replace **From milestones**.
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If you select **Inherited**:
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- For the **start date**: GitLab scans all child epics and issues assigned to the epic,
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and sets the start date to match the earliest start date found in the child epics or the milestone
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assigned to the issues.
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- For the **due date**: GitLab scans all child epics and issues assigned to the epic,
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and sets the due date to match the latest due date found in the child epics or the milestone
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assigned to the issues.
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These are dynamic dates and recalculated if any of the following occur:
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- A child epic's dates change.
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- Milestones are reassigned to an issue.
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- A milestone's dates change.
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- Issues are added to, or removed from, the epic.
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Because the epic's dates can inherit dates from its children, the start date and due date propagate from the bottom to the top.
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If the start date of a child epic on the lowest level changes, that becomes the earliest possible start date for its parent epic.
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The parent epic's start date then reflects this change and propagates upwards to the top epic.
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## Edit an epic
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After you create an epic, you can edit the following details:
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- Title
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- Description
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- Start date
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- Due date
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- Labels
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Prerequisites:
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- You must have at least the Reporter role for the epic's group.
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To edit an epic's title or description:
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1. Select **Edit title and description** **{pencil}**.
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1. Make your changes.
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1. Select **Save changes**.
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To edit an epic's start date, due date, or labels:
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1. Next to each section in the right sidebar, select **Edit**.
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1. Select the dates or labels for your epic.
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### Reorder list items in the epic description
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> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/15260) in GitLab 15.1.
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When you view an epic that has a list in the description, you can also reorder the list items.
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Prerequisites:
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- You must have at least the Reporter role for the project, be the author of the epic, or be
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assigned to the epic.
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- The epic's description must have an [ordered, unordered](../../markdown.md#lists), or
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[task](../../markdown.md#task-lists) list.
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To reorder list items, when viewing an epic:
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1. Hover over the list item row to make the drag icon (**{drag-vertical}**) visible.
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1. Select and hold the drag icon.
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1. Drag the row to the new position in the list.
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1. Release the drag icon.
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## Bulk edit epics
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> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/7250) in GitLab 12.2.
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Users with at least the Reporter role can manage epics.
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When bulk editing epics in a group, you can edit their labels.
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Prerequisites:
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- You must have at least the Reporter role for the parent epic's group.
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To update multiple epics at the same time:
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1. In a group, go to **Epics > List**.
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1. Select **Edit epics**. A sidebar on the right appears with editable fields.
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1. Select the checkboxes next to each epic you want to edit.
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1. Select the appropriate fields and their values from the sidebar.
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1. Select **Update all**.
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## Delete an epic
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Prerequisites:
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- You must have the Owner role for the epic's group.
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To delete the epic:
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1. Select **Edit title and description** **{pencil}**.
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1. Select **Delete**. A modal appears to confirm your action.
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Deleting an epic releases all existing issues from their associated epic in the system.
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WARNING:
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If you delete an epic, all its child epics and their descendants are deleted as well. If needed, you can [remove child epics](#remove-a-child-epic-from-a-parent-epic) from the parent epic before you delete it.
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## Close an epic
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Prerequisites:
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- You must have at least the Reporter role for the epic's group.
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Whenever you decide that there is no longer need for that epic,
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close the epic by:
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- Selecting **Close epic**.
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- Using the `/close` [quick action](../../project/quick_actions.md).
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## Reopen a closed epic
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You can reopen an epic that was closed.
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Prerequisites:
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- You must have at least the Reporter role for the epic's group.
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To do so, either:
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- Select **Reopen epic**.
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- Use the `/reopen` [quick action](../../project/quick_actions.md).
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## Go to an epic from an issue
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If an issue belongs to an epic, you can go to the parent epic with the
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link in the right sidebar.
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## View epics list
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In a group, the left sidebar displays the total count of open epics.
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This number indicates all epics associated with the group and its subgroups, including epics you
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might not have permission to view.
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Prerequisites:
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- You must be a member of either:
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- The group
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- A project in the group
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- A project in one of the group's subgroups
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To view epics in a group:
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1. On the top bar, select **Menu > Groups** and find your group.
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1. On the left sidebar, select **Epics**.
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### Cached epic count
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> - [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/299540) in GitLab 13.11 [with a flag](../../../administration/feature_flags.md) named `cached_sidebar_open_epics_count`. Enabled by default.
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> - Enabled on self-managed and on GitLab.com in GitLab 14.0. [Feature flag `cached_sidebar_open_epics_count`](https://gitlab.com/gitlab-org/gitlab/-/issues/327320) removed.
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The total count of open epics displayed in the sidebar is cached if higher
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than 1000. The cached value is rounded to thousands or millions and updated every 24 hours.
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## Filter the list of epics
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> - Filtering by epics was [introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/195704) in GitLab 12.9.
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> - Filtering by child epics was [introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/9029) in GitLab 13.0.
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> - Filtering by the user's reaction emoji [introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/325630) in GitLab 13.11.
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> - Sorting by epic titles [introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/331625) in GitLab 14.1.
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> - Filtering by milestone and confidentiality [introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/268372) in GitLab 14.2 [with a flag](../../../administration/feature_flags.md) named `vue_epics_list`. Disabled by default.
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> - [Enabled on GitLab.com and self-managed](https://gitlab.com/gitlab-org/gitlab/-/issues/276189) in GitLab 14.7.
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> - [Feature flag `vue_epics_list`](https://gitlab.com/gitlab-org/gitlab/-/issues/327320) removed in GitLab 14.8.
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You can filter the list of epics by:
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- Title or description
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- Author name / username
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- Labels
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- Milestones
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- Confidentiality
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- Reaction emoji
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To filter:
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1. On the top bar, select **Menu > Groups** and find your group.
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1. On the left sidebar, select **Epics**.
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1. Select the field **Search or filter results**.
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1. From the dropdown menu, select the scope or enter plain text to search by epic title or description.
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1. Press <kbd>Enter</kbd> on your keyboard. The list is filtered.
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## Sort the list of epics
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You can sort the epics list by:
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- Start date
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- Due date
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- Title
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Each option contains a button that can toggle the order between **Ascending** and **Descending**.
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The sort option and order is saved and used wherever you browse epics, including the
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[Roadmap](../roadmap/index.md).
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## Change activity sort order
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> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/214364) in GitLab 13.2.
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You can reverse the default order and interact with the activity feed sorted by most recent items
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at the top. Your preference is saved via local storage and automatically applied to every epic and issue
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you view.
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To change the activity sort order, select the **Oldest first** dropdown menu and select either oldest
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or newest items to be shown first.
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## Make an epic confidential
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> - [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/213068) in GitLab 13.0 behind a feature flag, disabled by default.
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> - [Became enabled by default](https://gitlab.com/gitlab-org/gitlab/-/issues/224513) in GitLab 13.2.
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> - You can [use the Confidentiality option in the epic sidebar](https://gitlab.com/gitlab-org/gitlab/-/issues/197340) in GitLab 13.3 and later.
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If you're working on items that contain private information, you can make an epic confidential.
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NOTE:
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A confidential epic can only contain [confidential issues](../../project/issues/confidential_issues.md)
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and confidential child epics. However, merge requests are public, if created in a public project.
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Read [Merge requests for confidential issues](../../project/merge_requests/confidential.md)
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to learn how to create a confidential merge request.
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Prerequisites:
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- You must have at least the Reporter role for the epic's group.
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To make an epic confidential:
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- **When creating an epic:** select the checkbox under **Confidentiality**.
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- **In an existing epic:** on the right sidebar, select **Edit** next to **Confidentiality**, and then
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select **Turn on**.
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## Manage issues assigned to an epic
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This section collects instructions for all the things you can do with [issues](../../project/issues/index.md)
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in relation to epics.
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### View issues assigned to an epic
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On the **Epics and Issues** tab, you can see epics and issues assigned to this epic.
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Only epics and issues that you can access show on the list.
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You can always view the issues assigned to the epic if they are in the group's child project.
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It's possible because the visibility setting of a project must be the same as or less restrictive than
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of its parent group.
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### View count of issues in an epic
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On the **Epics and Issues** tab, under each epic name, hover over the total counts.
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The number indicates all epics associated with the project, including issues
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you might not have permission to.
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### Add a new issue to an epic
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You can add an existing issue to an epic, or create a new issue that's
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automatically added to the epic.
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#### Add an existing issue to an epic
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Existing issues that belong to a project in an epic's group, or any of the epic's
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subgroups, are eligible to be added to the epic. Newly added issues appear at the top of the list of
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issues in the **Epics and Issues** tab.
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An epic contains a list of issues and an issue can be associated with at most one epic.
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When you add a new issue that's already linked to an epic, the issue is automatically unlinked from its
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current parent.
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Prerequisites:
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- You must have at least the Reporter role for the epic's group.
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- You must be able to [edit the issue](../../project/issues/managing_issues.md#edit-an-issue).
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To add an existing issue to an epic:
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1. On the epic's page, under **Epics and Issues**, select **Add**.
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1. Select **Add an existing issue**.
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1. Identify the issue to be added, using either of the following methods:
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- Paste the link of the issue.
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- Search for the desired issue by entering part of the issue's title, then selecting the desired
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match ([introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/9126) in GitLab 12.5).
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If there are multiple issues to be added, press <kbd>Space</kbd> and repeat this step.
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1. Select **Add**.
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#### Create an issue from an epic
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> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/5419) in GitLab 12.7.
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Creating an issue from an epic enables you to maintain focus on the broader context of the epic
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while dividing work into smaller parts.
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Prerequisites:
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- You must have at least the Reporter role for the epic's group.
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To create an issue from an epic:
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1. On the epic's page, under **Epics and Issues**, select **Add**.
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1. Select **Add a new issue**.
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1. Under **Title**, enter the title for the new issue.
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1. From the **Project** dropdown list, select the project in which the issue should be created.
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1. Select **Create issue**.
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The new issue is assigned to the epic.
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### Remove an issue from an epic
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You can remove issues from an epic when you're on the epic's details page.
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After you remove an issue from an epic, the issue is no longer associated with this epic.
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Prerequisites:
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- You must have at least the Reporter role for the epic's group.
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- You must be able to [edit the issue](../../project/issues/managing_issues.md#edit-an-issue).
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To remove an issue from an epic:
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1. Next to the issue you want to remove, select **Remove** (**{close}**).
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The **Remove issue** warning appears.
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1. Select **Remove**.
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### Reorder issues assigned to an epic
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> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/9367) in GitLab 12.5.
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New issues appear at the top of the list in the **Epics and Issues** tab.
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You can reorder the list of issues by dragging them.
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Prerequisites:
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- You must have at least the Reporter role for the epic's group.
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To reorder issues assigned to an epic:
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1. Go to the **Epics and Issues** tab.
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1. Drag issues into the desired order.
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### Move issues between epics **(ULTIMATE)**
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> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/33039) in GitLab 13.0.
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New issues appear at the top of the list in the **Epics and Issues**
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tab. You can move issues from one epic to another.
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Prerequisites:
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- You must have at least the Reporter role for the epic's group.
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- You must be able to [edit the issue](../../project/issues/managing_issues.md#edit-an-issue).
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To move an issue to another epic:
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1. Go to the **Epics and Issues** tab.
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1. Drag issues into the desired parent epic in the visible hierarchy.
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### Promote an issue to an epic
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> - [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/3777) in GitLab 11.6.
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> - [Moved](https://gitlab.com/gitlab-org/gitlab/-/issues/37081) from GitLab Ultimate to GitLab Premium in 12.8.
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Prerequisites:
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- The project to which the issue belongs must be in a group.
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- You must have at least the Reporter role the project's immediate parent group.
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- You must either:
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- Have at least the Reporter role for the project.
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- Be the author of the issue.
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- Be assigned to the issue.
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You can promote an issue to an epic with the `/promote`
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[quick action](../../project/quick_actions.md#issues-merge-requests-and-epics).
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NOTE:
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Promoting a confidential issue to an epic makes all information
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related to the issue public as epics are public to group members.
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When an issue is promoted to an epic:
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- If the issue was confidential, an additional warning is displayed first.
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- An epic is created in the same group as the project of the issue.
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- Subscribers of the issue are notified that the epic was created.
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The following issue metadata is copied to the epic:
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- Title, description, activity/comment thread.
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- Upvotes and downvotes.
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- Participants.
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- Group labels that the issue already has.
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- Parent epic.
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### Use an epic template for repeating issues
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You can create a spreadsheet template to manage a pattern of consistently repeating issues.
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<i class="fa fa-youtube-play youtube" aria-hidden="true"></i>
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For an introduction to epic templates, see [GitLab Epics and Epic Template Tip](https://www.youtube.com/watch?v=D74xKFNw8vg).
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For more on epic templates, see [Epic Templates - Repeatable sets of issues](https://about.gitlab.com/handbook/marketing/strategic-marketing/getting-started/104/).
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## Multi-level child epics **(ULTIMATE)**
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You can add any epic that belongs to a group or subgroup of the parent epic's group.
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New child epics appear at the top of the list of epics in the **Epics and Issues** tab.
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When you add an epic that's already linked to a parent epic, the link to its current parent is removed.
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Epics can contain multiple nested child epics, up to a total of seven levels deep.
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### Add a child epic to an epic
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Prerequisites:
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- You must have at least the Reporter role for the parent epic's group.
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To add a child epic to an epic:
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1. Select **Add**.
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1. Select **Add a new epic**.
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1. Identify the epic to be added, using either of the following methods:
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- Paste the link of the epic.
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- Search for the desired issue by entering part of the epic's title, then selecting the desired
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match ([introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/9126) in GitLab 12.5).
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If there are multiple epics to be added, press <kbd>Space</kbd> and repeat this step.
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1. Select **Add**.
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### Move child epics between epics
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> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/33039) in GitLab 13.0.
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New child epics appear at the top of the list in the **Epics and Issues** tab.
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You can move child epics from one epic to another.
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When you add a new epic that's already linked to a parent epic, the link to its current parent is removed.
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Issues and child epics cannot be intermingled.
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Prerequisites:
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- You must have at least the Reporter role for the parent epic's group.
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To move child epics to another epic:
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1. Go to the **Epics and Issues** tab.
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1. Drag epics into the desired parent epic.
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### Reorder child epics assigned to an epic
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> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/9367) in GitLab 12.5.
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New child epics appear at the top of the list in the **Epics and Issues** tab.
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You can reorder the list of child epics.
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Prerequisites:
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- You must have at least the Reporter role for the parent epic's group.
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To reorder child epics assigned to an epic:
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1. Go to the **Epics and Issues** tab.
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1. Drag epics into the desired order.
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### Remove a child epic from a parent epic
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Prerequisites:
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- You must have at least the Reporter role for the parent epic's group.
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To remove a child epic from a parent epic:
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1. Select **Remove** (**{close}**) in the parent epic's list of epics.
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The **Remove epic** warning appears.
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1. Select **Remove**.
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