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Managing Epics

How to create, edit, and track epics for your team's initiatives.

Creating an Epic​

  1. Go to Tasks → Epics tab
  2. Click "Create Epic"
  3. Fill in:
    • Name — A clear, descriptive title
    • Description — What this initiative aims to achieve
    • Start Date — When the initiative begins
    • End Date — Target completion date
  4. Click "Create"

You can also create epics through chat:

"Create an epic called Q3 Product Launch starting July 1st"

Linking Tasks to an Epic​

When creating or editing a task, select the Epic field and choose the epic you want to link it to.

  • A task can belong to one epic at a time
  • Linked tasks contribute to the epic's progress calculation
  • You can change or remove the epic link at any time

Tracking Progress​

Epic progress is calculated automatically:

Progress = (Completed tasks ÷ Total linked tasks) × 100%

For example, if an epic has 10 tasks and 4 are done, the progress shows 40%.

info

Only tasks in the "Done" column count as completed for progress calculation.

Editing an Epic​

  1. Open the epic from the Epics tab
  2. Click edit
  3. Update name, description, dates, or status
  4. Save

Changing Epic Status​

StatusWhen to Use
ActiveWork is ongoing (default)
CompletedAll tasks are done, initiative is finished
CancelledInitiative was abandoned or postponed

Deleting an Epic​

  1. Open the epic
  2. Click delete
  3. Confirm
caution

Deleting an epic does not delete the linked tasks. Tasks will simply no longer be grouped under that epic.

Tips​

  • One epic per initiative — don't group unrelated tasks
  • Keep epic names action-oriented — "Migrate to New CRM" is better than "CRM Stuff"
  • Set realistic dates — epic dates help with overall project planning
  • Review progress weekly — if progress is stalling, check which tasks are stuck
  • Close completed epics — mark them as "Completed" to keep the list clean