April 21, 2023 · 12 min read
In this article, we’ll break down the essential differences between a Jira epic and a story, two basic terms widely used in project management. For those looking to learn how to add, edit, and link epics and stories effectively, read on.
In Jira, the distinction between an epic and a story lies in their scope and purpose:
If you want to learn how to add, edit, and link epics and stories in Jira project management, keep reading — we’ll cover these processes in detail ahead.
In Jira, initiatives, epics, stories, and tasks are all connected through a hierarchy that aligns with different levels of project goals and work breakdown:
What is an Initiative? It represents the highest level in this structure and encompasses multiple epics related to a single, broad strategic objective. They provide a long-term view of key goals and track progress across related epics, helping teams see how their work aligns with overarching business or program objectives.
What is an Epic? It sits one level below initiatives and represents large work segments tied to a specific feature or objective. Each epic is a subset of an initiative, focusing on a particular aspect of the initiative's goal. Epics help manage and organize work by breaking down initiatives into manageable projects or feature sets.
What is a Story? It is the next level down and resides within epics. They represent specific user-centered requirements or functionalities necessary to fulfill the epic’s objective. Stories translate user needs into actionable tasks that can be completed within a single sprint, helping teams focus on delivering incremental value.
What is a Task? It is the most granular item in this hierarchy and often exists within stories, detailing the individual activities required to complete the story. Tasks break down a story’s requirements into actionable steps, helping teams track daily progress and organize work at a detailed level.
Here’s a step-by-step guide on creating, managing, and visualizing epics and stories in Jira.
When writing an epic, focus on the overall goal of the feature or functionality. Keep the description concise but clear, outlining the objectives, expected outcomes, and key deliverables. Break down large objectives into specific stories or tasks that can be completed individually, linking them to the epic for a cohesive structure.
Jira allows you to add specific issues, such as tasks or stories, under an epic to organize and manage related work items.
To delete an epic in Jira, follow these steps:
Jira’s basic timeline provides a built-in option to visualize epics over time. Here’s how to set it up:
This view allows you to see epics along a timeline and adjust their positions to reflect project timelines. Note that the basic timeline only supports epics, not other issue types.
For more advanced features, including team capacity management and scenario planning, you can upgrade to Jira’s Advanced Planning (earlier Advanced Roadmap), available as a premium option. Advanced Planning allow you to:
Speaking about addons for managing Jira Epics, Planyway stays the leading and most convenient, as well as one of the most functional compromises among other Jira add-ons. In short, Planyway is an all-in-one team planner for smart resource planning, project planning, and time tracking.
With Planyway, you can visualize all issue types including epics and choose to see only epics or other issues like stories, tasks, or bugs with filters.
The best way to keep track of epics in Planyway is to visualize your workflow on the timeline view and choose to group it by Epics. Then, you will get a clear structure of what issues your epics include, how long they take, and when they are meant to be done.
Do not forget that you can connect multiple Jira projects to a single view to manage epics across projects on one page.
Here’s a step-by-step guide to creating and managing stories in Jira:
Similar to changing a story to an epic, use the conversion option to revert the story if necessary. This is useful if the scope of the story expands and needs a higher-level epic structure.
Open the story, navigate to the “Epic Link” field, and choose a different epic from the dropdown. This action reassigns the story to the new epic.
Story points provide an estimation of the effort required for each story within an epic. To view the total story points for an epic in Jira, you can follow these steps:
View the Epic Summary Panel. If your Jira project has an Epic Summary panel (often visible in Agile boards like Scrum or Kanban), you may see the total story points calculated automatically. This is usually on the left sidebar or in the backlog view under the "Epics" section.
Use the Reports Feature. Choose Epic Burndown or Epic Report. These reports often display the total story points associated with the epic, tracking progress over time.
Use JQL (Jira Query Language). If you want a more customized view, use JQL to filter issues by the specific epic. Run a query like:
"Epic Link" = "Your Epic Name"
As already mentioned, Planyway lets you visualize your project in different ways. If you’d like to keep track of user stories only, choose this option in filters. Then, you can group your timeline by Users, Projects, or Epics to manage data from the desired angle.
Jira epics and stories are essential for structuring and managing work in agile project management, particularly for large or complex projects. They allow teams to organize tasks in a way that promotes clarity, focus, and efficient progress tracking.
High-Level Organization with Epics. Epics provide a high-level structure by grouping related tasks and functionalities under a single goal or feature. This makes it easier for teams and stakeholders to see the overall project scope and understand the connections between different parts of the work. For projects with broad objectives that span multiple sprints, epics keep the work organized and manageable by breaking down the larger goal into smaller, related stories.
User-Centric Focus with Stories. Stories bring a user-focused perspective to project tasks, helping teams center their work around delivering specific value to the end user. Each story defines a particular user need or functionality, making it simpler for developers to prioritize and track progress on what matters most to the customer. Because stories are small enough to be completed within a sprint, they help maintain a steady flow of valuable deliverables.
Clear Prioritization and Dependency Tracking. Both epics and stories allow teams to prioritize work effectively. By grouping related stories under epics, teams can focus on high-impact features first and understand how tasks connect, including any dependencies that might impact timelines or resources. This organization improves transparency and helps prevent bottlenecks by clarifying which tasks rely on others.
Creating strong initiatives, epics, and stories in Jira provides a clear path from high-level objectives to actionable tasks. Each level should follow specific criteria to ensure clarity, alignment, and impact.
1. Aligned with Strategic Goals. Clearly supports a high-level business or product goal.
2. Broad Scope. Encompasses multiple epics related to the overarching objective.
3. Long-Term Impact. Has a measurable effect on strategic metrics, such as user retention, revenue, or engagement.
4. Cross-Functional Relevance. Often requires input or collaboration from multiple teams.
Initiative Example: “Enhance User Retention for the App” could span several months, focusing on increasing app engagement and satisfaction, impacting metrics such as daily active users (DAUs) or customer lifetime value.
1. Clear Goal. A well-defined objective that contributes to the initiative.
2. Manageable Scope. Large enough to contain multiple stories but not overwhelming; typically spans several sprints.
3. Measurable Outcomes. Expected to lead to improvements in user experience or engagement, with specific metrics in mind.
4. Dependency Mapping. Dependencies on other features or teams should be identified and documented.
Epic Example: “Improve Onboarding Experience” is an epic under the retention initiative, focusing on helping new users get comfortable with the app, including tasks such as adding a tutorial, refining the sign-up process, and introducing onboarding tooltips.
1. User-Centered. Written from the end-user’s perspective, addressing their needs or goals.
2. Clear and Concise. Specifies a single, actionable outcome that is easy to understand.
3. Testable Acceptance Criteria. Includes specific criteria that define successful completion and provide clear testing guidelines.
4. Sized for One Sprint. Small enough to be completed within a single sprint, avoiding multiple dependencies.
Story Example: “As a new user, I want a guided tutorial for app navigation so that I can quickly learn how to use key features.”
🧐 User story is a theme definition used in Agile software development
🧐 In agile project management, stories are generally more commonly used than epics. Though the frequency of use for stories or epics may vary depending on the specific project, team, and organization using Atlassian's tools
🧐 As of 2024, the Atlassian Marketplace offered over 3,000 apps and add-ons for Jira, designed to help with managing Jira epics and stories. One of the most reliable is Planyway.
In this article, we’ve described what is a Jira epic vs story, and clearly answered the question of what is an epic in Jira and what is epic story task in Jira.
Once again, Jira stories and epics are integral to agile development, and can be organized into different versions or sprints. They help teams prioritize and track progress towards their project goals.
Jira stories are smaller units of work enough to be completed within a single iteration or sprint, while jira epics planning is a bit more complex, because epics are bulkier and typically span multiple sprints or iterations.
Learn how to manage Jira stories and epics and master your skills in agile project management.