186 lines
6.7 KiB
Markdown
186 lines
6.7 KiB
Markdown
---
|
|
stage: Plan
|
|
group: Product Planning
|
|
info: To determine the technical writer assigned to the Stage/Group associated with this page, see https://about.gitlab.com/handbook/engineering/ux/technical-writing/#assignments
|
|
---
|
|
|
|
# Epic boards **(PREMIUM)**
|
|
|
|
> - [Introduced](https://gitlab.com/groups/gitlab-org/-/epics/5067) in GitLab 13.10.
|
|
> - [Feature flag removed](https://gitlab.com/gitlab-org/gitlab/-/issues/290039) in GitLab 14.1.
|
|
|
|
INFO:
|
|
Try epic boards and more with a
|
|
[free 30-day trial of GitLab Ultimate](https://about.gitlab.com/free-trial?glm_source=docs.gitlab.com&glm_content=p-epics-boards-docs).
|
|
|
|
Epic boards build on the existing [epic tracking functionality](index.md) and
|
|
[labels](../../project/labels.md). Your epics appear as cards in vertical lists, organized by their assigned
|
|
labels.
|
|
|
|
To view an epic board:
|
|
|
|
1. On the top bar, select **Menu > Groups** and find your group.
|
|
1. On the left sidebar, select **Epics > Boards**.
|
|
|
|
|
|
|
|
## Create an epic board
|
|
|
|
Prerequisites:
|
|
|
|
- You must have at least the [Reporter role](../../permissions.md#group-members-permissions) for a group.
|
|
|
|
To create a new epic board:
|
|
|
|
1. On the top bar, select **Menu > Groups** and find your group.
|
|
1. On the left sidebar, select **Epics > Boards**.
|
|
1. In the upper left corner, select the dropdown with the current board name.
|
|
1. Select **Create new board**.
|
|
1. Enter the new board's title.
|
|
1. Optional. To hide the Open or Closed lists, clear the **Show the Open list** and
|
|
**Show the Closed list** checkboxes.
|
|
1. Optional. Set board scope:
|
|
1. Next to **Scope**, select **Expand**.
|
|
1. Next to **Labels**, select **Edit** and select the labels to use as board scope.
|
|
1. Select **Create board**.
|
|
|
|
Now you can [add some lists](#create-a-new-list).
|
|
To change these options later, [edit the board](#edit-the-scope-of-an-epic-board).
|
|
|
|
## Delete an epic board
|
|
|
|
> [Introduced](https://gitlab.com/groups/gitlab-org/-/epics/5079) in GitLab 14.0.
|
|
|
|
Prerequisites:
|
|
|
|
- You must have at least the [Reporter role](../../permissions.md#group-members-permissions) for a group.
|
|
- A minimum of two boards present in a group.
|
|
|
|
To delete the active epic board:
|
|
|
|
1. Select the dropdown with the current board name in the upper left corner of the epic boards page.
|
|
1. Select **Delete board**.
|
|
1. Select **Delete**.
|
|
|
|
## Actions you can take on an epic board
|
|
|
|
- [Create a new list](#create-a-new-list).
|
|
- [Remove an existing list](#remove-a-list).
|
|
- [Filter epics](#filter-epics).
|
|
- Create workflows, like when using [issue boards](../../project/issue_board.md#create-workflows).
|
|
- [Move epics and lists](#move-epics-and-lists).
|
|
- Change epic labels (by dragging an epic between lists).
|
|
- Close an epic (by dragging it to the **Closed** list).
|
|
- [Edit the scope of a board](#edit-the-scope-of-an-epic-board).
|
|
|
|
### Create a new list
|
|
|
|
Prerequisites:
|
|
|
|
- You must have at least the [Reporter role](../../permissions.md#group-members-permissions) for a group.
|
|
|
|
To create a new list:
|
|
|
|
1. On the top bar, select **Menu > Groups** and find your group.
|
|
1. On the left sidebar, select **Epics > Boards**.
|
|
1. In the upper-right corner, select **Create list**.
|
|
1. In the **New list** column expand the **Select a label** dropdown and select the label to use as
|
|
list scope.
|
|
1. Select **Add to board**.
|
|
|
|
### Remove a list
|
|
|
|
Removing a list doesn't have any effect on epics and labels, as it's just the
|
|
list view that's removed. You can always create it again later if you need.
|
|
|
|
Prerequisites:
|
|
|
|
- You must have at least the [Reporter role](../../permissions.md#group-members-permissions) for a group.
|
|
|
|
To remove a list from an epic board:
|
|
|
|
1. On the top of the list you want to remove, select the **List settings** icon (**{settings}**).
|
|
The list settings sidebar opens on the right.
|
|
1. Select **Remove list**. A confirmation dialog appears.
|
|
1. Select **OK**.
|
|
|
|
## Create an epic from an epic board
|
|
|
|
> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/233568) in GitLab 14.0.
|
|
|
|
Prerequisites:
|
|
|
|
- You must have at least the [Reporter role](../../permissions.md#group-members-permissions) for a group.
|
|
- You must have [created a list](#create-a-new-list) first.
|
|
|
|
To create an epic from a list in epic board:
|
|
|
|
1. On the top of a list, select the **New epic** (**{plus}**) icon.
|
|
1. Enter the new epic's title.
|
|
1. Select **Create epic**.
|
|
|
|
|
|
|
|
### Filter epics
|
|
|
|
> [Introduced](https://gitlab.com/groups/gitlab-org/-/epics/5079) in GitLab 14.0.
|
|
|
|
Use the filters on top of your epic board to show only
|
|
the results you want. It's similar to the filtering used in the epic list,
|
|
as the metadata from the epics and labels is re-used in the epic board.
|
|
|
|
You can filter by the following:
|
|
|
|
- Author
|
|
- Label
|
|
|
|
### View count of issues, weight, and progress of an epic
|
|
|
|
> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/331330) in GitLab 14.1.
|
|
|
|
Epics on an epic board show a summary of their issues, weight, and progress.
|
|
To see the number of open and closed issues and the completed and incomplete
|
|
weight, hover over the issues icon **{issues}**, weight icon **{weight}**, or
|
|
progress icon **{progress}**.
|
|
|
|
### Move epics and lists
|
|
|
|
> [Introduced](https://gitlab.com/groups/gitlab-org/-/epics/5079) in GitLab 14.0.
|
|
|
|
You can move epics and lists by dragging them.
|
|
|
|
Prerequisites:
|
|
|
|
- You must have at least the [Reporter role](../../permissions.md#group-members-permissions) for a group.
|
|
|
|
To move an epic, select the epic card and drag it to another position in its current list or
|
|
into another list. Learn about possible effects in [Dragging epics between lists](#dragging-epics-between-lists).
|
|
|
|
To move a list, select its top bar, and drag it horizontally.
|
|
You can't move the **Open** and **Closed** lists, but you can hide them when editing an epic board.
|
|
|
|
#### Dragging epics between lists
|
|
|
|
When you drag epics between lists, the result is different depending on the source list
|
|
and the target list.
|
|
|
|
| | To Open | To Closed | To label B list |
|
|
| --------------------- | -------------- | ---------- | ------------------------------ |
|
|
| **From Open** | - | Close epic | Add label B |
|
|
| **From Closed** | Reopen epic | - | Reopen epic and add label B |
|
|
| **From label A list** | Remove label A | Close epic | Remove label A and add label B |
|
|
|
|
### Edit the scope of an epic board
|
|
|
|
Prerequisites:
|
|
|
|
- You must have at least the [Reporter role](../../permissions.md#group-members-permissions) for a group.
|
|
|
|
To edit the scope of an epic board:
|
|
|
|
1. In the upper-right corner, select **Edit board**.
|
|
1. Optional:
|
|
- Edit the board's title.
|
|
- Show or hide the Open and Closed columns.
|
|
- Select other labels as the board's scope.
|
|
1. Select **Save changes**.
|