Working with Epic Workflow States

By default, Clubhouse has three workflow states for Epics: To Do, In Progress, and Done. When you create a new Epic, its state defaults to "To Do."


New! You can customize your Epic workflow, just as you might your Team workflow, by going to the Settings Gear > Workflows and then clicking on the Epics tab.


The state of an Epic helps communicate the status of the overall work, and associated Stories captured in that Epic. Epics in a To Do state are represented by a white flag icon, In Progress Epics by a blue flag icon, and Done Epics are represented with a checkered flag icon. 

On the Milestones page, Epic states can be helpful when scanning unstarted, in progress, or completed work across larger initiatives.


Epic States: Best Practices

Clubhouse does not automatically move: 

  • Milestones to In Progress when Epics within them move to In Progress
  • Epics to "In Progress" when Stories within them are moved to a "Started" workflow
  • Milestones to Done when all Epics are completed nor all Epics to "Done" when all Stories within them are completed.

However, we do recommend keeping Epics in the "To Do" state if you have not started or have indefinitely ceased work on that Epic. Once an Epic contains Stories that have been moved to a started state, we suggest that you mark the Epic as "In Progress" so that your Epic reporting will adequately reflect performance. And you will be prompted in the UI to mark it as "Done" when all of an Epic's Stories have been completed.


More information on how to change the state of an Epic can be found here


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