How to track epics in jira Before you begin This page You can get started by learning how to set up Epics in Jira and then learn more about how to strategically plan and track work across multiple teams with Plans in Jira. If you would like to see this combination of data, set Worklogs as follows: Categorize by: Epic Gr Oct 1, 2024 · If you’re managing projects in Jira, you’ve likely come across the Timeline view. Aug 5, 2020 · Hello folks, I am new to Jira and coming from TFS, so I'm still framing my mind to understand the Jira flow. Mar 5, 2025 · - For linking epics across projects, it is crucial that the users involved have view and edit permissions on both the epic and the issues linked to it. I have a Kanban board where my highest level of organization is Epic (my company decided to make my department a "Project" so I lost that Jul 13, 2017 · What I'm trying to do is make a Kanban board for my Epics so I can keep track of which ones need further definition before bringing to the team, but I don't see a way to do this in Jira. Use Versions as milestones 4. Dec 30, 2024 · Jira Epic vs Story vs Task: Unlock the differences and boost your project management skills. By following these practices, you can successfully manage epics across different projects in Jira, streamlining project tracking and collaboration. Feb 1, 2025 · Use Tools for Visibility: Platforms like Jira or Azure DevOps allow teams to track epics, features, and user stories seamlessly. In the task and epic, all tracked time should be summed up, so we'll be able to spot big chunks of time and provide more accurate time estimates over time. Track completed work across epics, compare capacity allocation, and analyze delivery trends. Nov 21, 2023 · In the Backlog view open the Epics panel, on the left, to see a progress bar on every epic the team have stories under, without expanding the epic, where the green represents stories Done and the blue represents stories In Progress. Entity type: choose what type of issue do you want to track progress: Epics, Themes, Initiatives or other issue types that can hold children issues. Without the right permissions, they won’t be able to perform the necessary actions [2]. It will focus on epics in company-managed and team-managed projects. Aug 10, 2025 · Maximize your Jira epic management experience with our tutorial on creating epics and Jira issues in epic. Installing Routemap 2. Jul 23, 2024 · An epic represents a large chunk of work that is then divided into smaller tasks. Add the Story Points Field to Epics Subscribed 72 9. This tutorial teaches you different Jul 2, 2018 · Our Screenful Metrics for Jira app allows you to aggregate data from multiple boards and show progress on the epic level: You can also track various metrics per epic out-of-the-box, and use them in filtering and grouping data. Another option can be Learn how to add and update an epic in a Jira Cloud scrum space, add a work item to an epic, filter work items by epic, and more. Jira Product Discovery allows you to identify and prioritize ideas but it also enables you to move from product ideation to the delivery phase. Click the Parent/Linked Learn How to Show Epic On Boards in Jira on this "Jira How-to" Series by Jexo. In Jira, an epic acts as a parent or container for other Jira issues all related to an overarching goal. Go to Filters -> Advanced Issue Search and enter this in the JQL field: project = JIRA and ( issuetype = task and "Epic Link" is not empty or issuetype = epic) (change the project name and issue types to match yours. Tracking the progress of the Initiatives or Themes The above examples for tracking epics can also be applied to tracking Initiatives and Themes. Mar 28, 2025 · Using Jira for product roadmap tracking isn’t always perfect—but it often makes sense, especially for teams already managing their workflows in Jira Software. The left two c Aug 17, 2025 · Easily create and track Jira milestones with ActivityTimeline. One of the most important features in Jira is An Epic, a term that plays a pivotal role in project management, especially in Agile methodologies. On Did you know that in Tempo Timesheets for JIRA there’s an easy way to see how much the time spent on issues within an epic, including how much time each team member has logged on each issue. Oct 30, 2025 · 4. Do try it out. I want the most efficient way to sum up all the time spent working on Stories & Bugs that are child issues of an epic, into an Epic level field. Setting up your The Epic Progress Tracker visually represents the completion percentage of an epic by calculating the ratio of resolved issues within that epic. Instead, PI objectives focus on a leadership view of the business benefits a team, or teams, plan to achieve. Hey fellow Jira users, I'm looking for some guidance on creating a dashboard in Jira to display the story points completed per epic. Dec 5, 2024 · Discover the key differences between Epics and Ideas in Jira and Jira Product Discovery. Use the Epic’s description field to outline the scope and link relevant Issues. It also includes instructions on how to send an email notification listing these Epics in one email. Currently we work 4 to 5 different projects during each 2-week sprint and organize the work as follows: Epic: is each project or client. Click Custom Field Configuration. Clickable example of an Epic progress report in the Jira Dashboard gadget. Dec 20, 2024 · If you’re managing projects in Jira—especially using Jira Software—tracking the progress of your epics can be crucial. Teams can connect their work in Jira software space s and business spaces with goals and projects in Atlassian Home. With Atlassian goals and projects, you can track your work and updates together within Jira. Epics are groups of work items that relate to the same, larger body of work. Jul 21, 2025 · Estimating effort and tracking progress across user stories, epics, and subtasks helps teams stay aligned and improve delivery over time. Instead of creating a new epic and its child issues from scratch every time, teams can rely on a standardized template to streamline issue creation and ensure consistency. Mar 31, 2023 · Streamline your Project Management process. Epic -> User Story -> Subtask 3) Time in Status :- More than 7 types of Time in Status reports to track your issues. These objectives are different from traditional agile execution items like epics, features, stories, and tasks. Use epics to drive clarity Define clear and measurable goals for each Epic. Learn about this in Jira Cloud. These topics will help you understand the relationship between Jira and goals and projects, and how you can keep things in sync between the two. About this report The status report (epic/stand-alone feature) is a drill down of the status report main views, Financial and Status. An epic often represents a large requirement broken into stories, tasks, or bugs that are deliverable in smaller increments. Both team-managed and company-managed projects are supported in the timeline view. Ideas can be connected to epics and tasks in Jira Software and give you a way to track the ideas and the progress of their delivery all in one place. Use the Epic Report to understand the progress towards completing an epic over time, and to track the amount of remaining work that's incomplete or unestimated. Before you begin This page I have used the plug-in called something like “Epic Sum time for Jira” It allows you to have an epic’s estimate be the total sum of its children, or to set it manually. Aug 20, 2025 · Tracking the progress of the Initiatives or Themes The above examples for tracking epics can also be applied to tracking Initiatives and Themes. Epics are an issue type in Jira just like tasks/stories and subtasks, and you make them just like any other issue, with a title, description, assignee, priority, due date etc. In theory, tools like Jira should make your life easier. Step-by-step guide included. Do you link Epics to all bugs or just a certain priority? After a release (ie, Settings page) , d Jul 21, 2025 · Jira is a flexible and powerful project management tool that brings together task tracking, software development workflows, bug tracking, sprint planning, and team collaboration — all in a Apr 24, 2017 · For Product Managers we need a simple report that is valid for KANBAN or SCRUM track progress by EPIC (even if it is the number of stories completed vs to do) If JIRA doesn't allow it, I'm thinking in using a different tool to do this! Aug 22, 2022 · That type of report is not available natively in Jira Cloud except when you are looking at the details of an individual Epic. Sep 12, 2017 · Screenshot: Epic Report The Epic Report shows a list of complete, incomplete, and unestimated issues in an epic. This is absolutely the intended use, as we want epics to be generally unconstrained by the JIRA applications workflow process. Product owners and Scrum masters often use epics to track progress. Then you can export all necessary data as a report in XLS or CVS . Use Epics as a milestone in Jira 5. Story, best practices, and setup. Jira epics help agile teams track progress and report on velocity. This gadget allows you to see the status and progress of epics using a filter or JQL. Here's what I'm aiming for: I want to track the story points completed for each epic. Profile Page - 56% complete) The best I can do currently is to create a JQL filter based on the number of issues not resolved in an epic vs total issues in an epic, and then manually do the math. Learn how to manage epics in Jira Cloud team-managed spaces. Get examples of creating and tracking milestones in Jira using advanced add-on capabilities. This helps keep the team focused and motivated. Here are 10 best practices for using Jira epics. We can set the same PI objectives using Jira in a few simple steps. Create a custom Jira issue type as milestones 2. To maximize its potential, understanding Jira’s key work hierarchy components— Epics, Stories, and Tasks —is crucial. This helps teams understand how their work drives outcomes, and lets anyone get a summary of the latest progress of work. Maximize efficiency with an intuitive and user-friendly interface. The display should be in a clear and In this tutorial, we'll explain how to monitor your sprints and epics using burndown charts in Jira. Additionally Use Jira’s Built-in Tools: Jira offers various tools to help you track the status of your Ideas and Epics. By using the Pivot Table & Pivot Chart gadget you can display all kinds of multi-dimensional statistics and charts about Initiatives and Themes. Some option to consider would be: 1. Instead of juggling dozens of isolated stories, an epic gives you one Learn more Learn how to view all epics in Jira to get a complete overview of major features, strategic goals, and long-term deliverables across your Agile projects. You can get a Jira epic report in Jira Software or you can export a Jira epic report to Excel for further analysis. JIRA’s Structure feature, with its visual hierarchy, drag-and-drop functionality, and customization options, provides a powerful solution for organizing and tracking Epics and Stories. Apr 24, 2025 · In every project, tracking progress isn’t optional — it’s essential. Story Use Dec 11, 2023 · Jira is a great tool for project management because it can handle many different kinds of projects. These are called cross-project epics, and they can be hard to keep track of. ) If you're looking for a We would like to show you a description here but the site won’t allow us. 4) Worklogs Report :- Track time spent by resources with multiple filters / category / grouping features 5) Timesheet :- View/Enter your time spent for Oct 9, 2024 · Jira is a powerful tool widely used in software development for tracking issues, projects, and tasks. Apr 16, 2025 · Milestones are essential for visualizing key achievements and deadlines in your project timeline. If you're using a team-managed project, click here. Hovering over the bar displays the total count of stories. It provides an overview of all ongoing work and can highlight potential bottlenecks or delays in any epic. Best practices for using Jira hierarchy To make the most of Jira hierarchy, consider these tips: A. Jira is a project management software that allows users to create epics and track their progress. How to track epic progress in Jira? Sep 26, 2025 · Learn to automate Epic completion percentage capture in Jira and display it on a dashboard gadget using custom fields. By effectively utilizing these elements, you can streamline your workflow, enhance team collaboration, and ensure project objectives are An epic is a large body of work encompassing a bunch of smaller jobs. Find all the task-tracking resources your team needs for successful project management. ” Epics help you organize related work and keep stakeholders informed. Solution Prerequisites Ensure you have a field named ChildCount, which keeps track of the number of child issues associated with each Epic. Using an Atlassian app to create Jira milestones How to use Routemap to create Jira milestones 1. To track Jira Lead time only for a particular week or sprint, all you need is to filter issues by Sprint or choose the necessary week as a date range. You can easily add it as a dashboard gadget too. Jun 8, 2021 · Hello @Benjamin Buchwald You can use a third party app to accomplish this or create a custom solution using a custom field and Automation. Track and manage your project Epics easily. In Worklogs - Time Tracking and Time Reports, epics will be split into issues which then can be broken into subtasks. An epic is a major concept in Agile and DevOps environments. Jul 16, 2020 · Hi! We are a team that has chosen the agile methodology recently. But if you’re using Jira, turning your project updates into clear, visual reports can feel harder than it should So my company is trying to up its Jira game. Epics help to organize and manage larger projects by breaking them down into smaller pieces of manageable work. Learn how to create, manage, and utilize them effectively. But then you can create issues under the epic The epic status dashboard template displays the status of a specified Jira Align epic work item. The timeline is a planning view available in all Jira plans that allows you to plan work, track progress, and map dependencies within a single team and project. Using the Roadmap feature to show progress on an epic 2. You can use this dashboard as a presentation layer for status reporting to managers and executives, saving you the time needed to manually create status reports in presentation software. In this blog, I’ll show you a simple JQL Jul 10, 2019 · Hello, I would like to know if there's an add-on or else that can help me to track the percentage of completion of an epic (I don't mind about stories and sub tasks). Progress reports help project managers understand where the team stands, what’s been achieved, and what’s coming next. Epics often encompass multiple teams, on multiple projects, and can even be tracked on multiple boards. Implement Backlog Grooming: Regularly review and refine epics, features, and stories to ensure relevance and prioritization. To navigate to this report: Select the portfolio, solution, or program containing the epic or stand-alone feature from the Teams dropdown in the top navigation bar. e. This integration brings new value to the Jira experience in the form of goals and communicating with status updates. Nov 1, 2024 · For more details on how to configure this gadget, see How to create an epic burndown or burnup chart in Jira and Confluence with Great Gadgets app. Sep 1, 2022 · A Jira epic progress report is often used interchangeably with status report. Jul 30, 2024 · Project Management: Get total tracking time of all tasks in Epic and time tracking report from Jira. Manage tracking that information yourself by using a custom "Percent Complete" field in the Epic issues and using Aug 27, 2025 · A Jira Epic template is a pre-defined structure for creating Epics in Jira, helping agile teams keep big deliverables consistent, complete, and easy to track. Story points estimate (team-managed projects, former next-gen projects): The work done is measured by the story points estimations on the child work items. Oct 20, 2024 · Hi @Nags Subramanian Displaying epic progress in a Confluence dashboard can be achieved through various methods, but showcasing the exact percentage complete for epics requires additional tools or creative solutions. While they’re a cornerstone of any roadmap, Jira doesn’t offer a native way to create real milestones. 📕 About Jira How-To Series: Jira how-tos is a video series created by Jexo where we will be answering some of your Jan 26, 2024 · Hi @Brian Forsner 👋 As an alternative, you can try - Time in Status for Jira, which gives you Lead Time by a Particular Period (by week, sprint, etc). I show how to construct trigger points, automate tasks, and map story progression to epics. Learn how to effectively create, manage, and track Epics in Jira to streamline your project management workflow. About this report The Epic Progress by State/Step report is a series of pie charts showing rollups (accumulations) of statuses for epics and features, including stand-alone features. In this video, I demonstrate how to calculate an epic's progress % in Jira and display it on a dashboard. I am struggling with something probably very obvious. . With the Release Burndown Burnup Chart from Great Gadgets you can create a comprehensive epic burndown chart for your projects. Feb 8, 2022 · Learn how to use Jira Epics to organize agile work, track project progress, and improve team collaboration. Conclusion Effectively managing Epics and Stories is crucial for successful Agile project execution. An internet search for "jira cloud sum time for epic" will provide you with links to some of the apps in the Marketplace as well as links to other posts in this community that discuss this topic. With a few smart workarounds, you can effectively create, track Feb 24, 2025 · An epic template in Jira is a reusable structure that helps teams quickly set up new epics with pre-filled issue fields, tasks, subtasks, and user stories. Set a Due Date to track Jira milestones 3. These elements form the backbone of agile project management, helping teams visualize large-scale objectives and break them down into actionable steps. Step 1: Create an Epic Progress Tracker custom field From Jira settings, navigate to Manage Apps. Any time logged on child issues or the epic itself is subtracted from the epic’s estimate. Explore tips for validation, collaboration, and tracking progress for successful outcomes. (i. B. The goal is to look at the epic level field and see how much Description Jira's epic tab has a similar graph, but we want to see a percentage complete in Confluence for epics. Learn how to effectively manage and link them to enhance your product development process, ensuring that valuable ideas are transformed into actionable tasks. Exporting a Jira epic report is best if you want greater flexibility of what and how you want to report. It's a powerful tool for visualizing how tasks, teams, and entire projects come together. May 20, 2019 · Additionally, feel free to vote and watch the feature requests below raised to add this functionality to JIRA to increase its priority and also receive notifications about any updates: - Sum story points or hour estimates for any epic links - As an Admin, I would like the Time Tracking Report to relate between the epic and its child stories Feb 7, 2024 · Currently, Jira only seems to allow progress of Epics to be viewed as a whole even if some epics span across multiple release versions. Screenshot: Epic Report The Epic Report shows a list of complete, incomplete, and unestimated issues in an epic. It is particularly useful in planning work for an epic that may extend over multiple sprints. To access the Advanced Timesheet, you have to have a Browse Projects permission in JIRA. Master Jira Epics with our comprehensive guide. Maximize your Jira usage by mastering the use of Epics. Note though that in my tests it doesn’t work properly if you create subtasks directly belonging to an epic (which I don’t Aug 20, 2025 · Using epics effectively helps track the progress of the entire project and provides a higher-level overview of work completed and remaining. Nov 11, 2024 · Discover how to view all Epics in Jira using the Epics Panel in the Backlog or Roadmap by QASource's quick guide. In the SAFe framework, PI objectives are used to track broader business needs. Aug 27, 2024 · With our Jira reporting tips and best practices, you can overcome Jira's built-in reporting limitations and gain accurate insights into your epic progress. In my previous job I used Rally (for them an Epic is called a Feature) and we had a means to create Feature Kanban board for the Product Management team. Get tips on Epic vs. My team would like to view the progress of Epics for one release version separate from another so we know how much work is left to do on specific Epics for the version to be released next. The team has started linking all bugs to Epics, which makes it harder/longer to close an Epic. The app can help you easily Sum up values (time tracking/story point/custom numeric fields) to see overall progress for your Issues at each parent level, in percentage terms. Set Clear Milestones: For each Epic, set clear milestones to mark important stages in the development process. Find a third party app that provides that functionality, 3. Smarter Epic Tracking for Jira Save time with instant access to the most important statistics while keeping your epics aligned with your project’s vision. Understanding “What is an Epic in Jira” is crucial for teams aiming to structure their workflow effectively, stay organized, and meet their An epic is a large body of work that can be broken down into a number of smaller stories, or sometimes called work, work items, or issues in Jira. Apr 10, 2024 · Hello Everyone, I know this question has come up in one form or another but ill still ask. Mar 30, 2023 · Learn how you can view epic progress in your Jira dashboards with Appfire's Dashboard Hub for Jira app, and unlock greater visibility and efficiency. This tutorial will explain how to use epics in agile software development with Jira. Learn how to create and manage epics in Jira to organize and track large projects effectively. But how exactly does it work?🚀 What is the Jira Timeline? Jira’s Timeline view is a visual tool designed to help teams see the Jira's Native Capabilities for Planning Jira offers various built-in features for planning and tracking epics, versions, and releases: Roadmaps: For tracking epics and versions, Jira's Roadmap feature (available in some versions) provides a visual timeline, offering insights into the progress and dependencies of different components. The Epic Report shows a list of complete, incomplete, and unestimated work items in an epic. The reason why we add all the projects and clients within the same jira project is because our de Dec 30, 2019 · I use Epics to group large bodies of work for a given release (includes stories, tasks, and critical bugs). Identifying all the issues under a specific epic isn’t always intuitive, particularly in Jira Cloud. But that doesn’t mean you’re stuck. Learn how to plan and structure your Epics in Jira from this detailed guide. Oct 31, 2024 · Summary This article provides a step-by-step solution for automating the identification of Epics without child issues within a Jira project. In this guide, I'll walk you through the process of creating epics in Jira, so you can start leveraging their benefits. From the side menu, find Enhancer Plugin for JIRA. Aug 21, 2024 · Epics are a powerful tool for organizing large projects and keeping your team on track. This is done by using the Advanced Timesheets in Tempo Timesheets. I would like to manage the progresses of epics and transfer it to excel automatically while keep tracking and working on my project i May 17, 2023 · Solved: it works fine for tasks with sub-tasks but not for epic with tasks how to do it for Epic with task to show all tracking time in tasks into Jan 21, 2025 · Jira has great potential for building epic roadmaps, but a few tips and tricks will take it to the next level. Use boards, filters, and reports to monitor progress and identify any bottlenecks. In this blog post, we’ll show you how to We would like to show you a description here but the site won’t allow us. One workaround involves creating a custom field in Jira to manually track and update the progress percentage for each epic. Keep stories actionable Ensure each Story is independent, negotiable, and delivers Dec 9, 2021 · 2) Epic Hierarchy :- View/Manage roll up for standard Jira hierarchy. Below are some best practices to ensure efficient management Sep 26, 2022 · That said, while Epics were made with Agile in mind, that doesn’t present any limitation on teams using other processes – and Epics remains a highly effective tool for planning and tracking tasks. Master the art of epic creation and progress tracking with ActivityTimeline. Understanding epics Before we dive into the creation process, let's quickly review what epic Nov 14, 2024 · Jira Cloud is a versatile tool for managing and tracking projects of any scale, from software development to IT operations and beyond. Here’s the core benefit: everything in Jira is already tied to real execution. But sometimes, you have to work on big tasks that involve more than one project. Aug 26, 2025 · Epics in Jira help you organize big, multi-sprint outcomes into something you can plan, track, and complete with confidence. 1K views 3 years ago how to track issues , epic, story , defect in JIRA how to defect epic in storymore Mar 7, 2025 · To track epics, my recommendation is to use Progress Tracker (which, by the way, was previously called Epic Progress). Before you begin This page Interested in learning how to use epics in Jira Software? You came to the right place. Your roadmap epics are connected to sprints, issue types, user stories, and tasks. Apr 25, 2023 · Hi, @Sameh Khalil - if you're just looking for a search result that shows all epics in a project and all stories that are part of epics, that's simple. For example, “Migrate infrastructure to the cloud,” or “Roll out the new employee benefits program. I'm relatively new to Jira, and I'd appreciate any step-by-step instructions or recommendations for gadgets that can help me achieve this. Jul 22, 2024 · Issue Hierarchy The app shows your Epic and its children hierarchy in a tree view. The report isolates specific epics and stand-alone features that are tied to your portfolios. After reading the blog, I inferred that what's going on here is that the reporter had instructed her users to use the Epic Status field to track the status of an Epic, instead of workflow status. What is a milestone in project management? How to create Jira milestones for better visualization 1. Click the Add new JEP custom field button. Nov 1, 2024 · Managing epics and stories effectively is crucial for the success of any agile project. Discover how to categorize work effectively! Jun 26, 2025 · The Most Common Use Cases For Utilizing a Jira Epic, Story, or Task Epic Use epics to manage large features or cross-functional projects. The epic burndown report shows you how your team is progressing against the work for an epic. In the PM we'd like to be able to track time in the subtask, which then goes into the task and epic. vjdyqa zrud lfbu tfwfuk owo dop kocbzwnd bxov fvbzy ykd iphw fmqre qjkxdoc jntdk jgbx