Epics

The Epics Page

An Epic is a collection of Stories that together make up a larger initiative that your organization is working on. An Epic is likely to be associated with multiple Projects and will of course contain numerous stories that are requested and owned by members of your organization to work together on. 

You can navigate to the Epics page by clicking "Epics" on the Clubhouse platform sidebar.

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Once there, you can start a new Epic by clicking on the "Create Epic" button in the upper left.

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There are two main ways to view and organize your Epics: in the Table view or the Column view.

In both views, you'll get a zoomed out picture of what’s going on across all of your Epics, which you can filter by name search, Projects, Owners, Milestones, Epic States, and Labels.

You'll be able to see each Epic's state (To Do, In Progress, and Done):

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As well as its overall progress:

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And although both views will show you the same information (such as the above), that information may be displayed differently depending on whether you've selected the Table view or the Column view.

The Table View

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As its name suggests, the Table view displays your Epics in a tabular format. You can easily reorder Epics in the Table view by their Epic ID, name, number of Stories, number of Points, owners, state, progress, due date, Milestone, or date modified by clicking on any of those tabs.

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You can also re-order by Epic priority. Priorities in Clubhouse are structured vertically, so the higher up in the table the Epic is, the higher its priority. You can change the priority of Epics in Table view by dragging them around:

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Filtering Epics in the Table view is also easy. You can filter Epics by name search, Projects, owners, Milestones, Epic states, labels, and Group by Milestone or workflow state.

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For more details on this, check out our article on filtering the Epics page.

Editing Epic Information in Table View

Some information -- like an Epic's owners, state, due date, or Milestone -- can be edited from the Table View by clicking on the respective field.

To add or change owners of an Epic, click the Update Epic Owners icon:

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To edit an Epic's state, click on the workflow state field:

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To edit an Epic's due date, click on the calendar field:

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To edit an Epic's Milestone, click on the Milestone field:

Update_Epic_Milestone.png 

The Column View

 
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The Epics Page in Column View
 
The Column view provides a modular look at your Epics. You'll find your To Do Epics in the left column, your In Progress Epics in the middle column, and your Done Epics in the right column.
 
You can drag and drop Epic cards to change their priority or state, and you can also use the Actions menu in the upper right of the Epic card to archive or delete the Epic. 

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Elements of the Epic Card

Epic cards in the To Do and Done columns provide basic information, such as a flag icon to indicate its state, the Epic's name, and icons that allow you to follow, move, or access the Epic's basic menu.

Here are examples of a To Do Epic card (left) and a Done Epic card (right):

To_Do_Epic_Example.pngDone_Epic_Card_Example.png

The In Progress Epic card displays more details:

In_Progress_Epic_Card_Example.png

Here you'll find a number of informational elements, including:

A visual progress bar (showing the overall state of the Stories within the Epic):

Epic_Card_Progress.png

The Epic's ID number: 

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The Epic's due date:

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The number of Stories in the Epic:

Epic_Card_Stories_Count.png

The total number of Estimated Points of the Stories in the Epic:

Epic_Card_Total_Estimate_Points.png

The number of labels (in this case, none):

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When the Epic was last updated:

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As well as a Follow button.

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You can quickly see the owner (or owners) of the Epic:

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The In Progress Epic card also gives you a graphical representation of the Stories in the Epic, organized by their workflow state:Epic_Card_Stories_and_Workflow_States.png

Hovering over the box will give you the Story type, ID, Project, workflow state, title, owner, number of points, and information about when it was last updated.

Epic_Card_Story_Box_Hover.png

The background of each Story box tells you what type of Story it is and the color on the left border tells you which Project it belongs to.

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The type icon tells you what kind of Story it is (Feature, Bug, or Chore):

Epic_Box_Hover_Feature.pngEpic_Box_Hover_Bug.pngEpic_Box_Hover_Chore.png

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