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Epics organize the work needed to complete parts of a theme into smaller, more manageable pieces.

To organize epics, you can create a hierarchy of parent and child epics. You can associate an epic to a product, theme, or a configuration item (an item or service being affected). You can also define child epics. You can associate multiple epics with a single theme, but an epic can only be associated with one theme at a time.

Users with the scrum_master, scrum_product_owner, and scrum_story_creator roles can create epics.

Create an epic

Create an epic from the Theme form.

  1. Create an epic using one of these methods:
    In a Theme record select the Epics related list and click New.
    Navigate to SDLC (Scrum Process) > Planning > Open Epics and click New in the record list.
    Scrum new epic
  2. Fill in the fields, as appropriate.
    Table 1. Epic form fields
    Field Description
    Product [Required] Product to associate with this epic.
    Product owner Product owner associated with the product selected.
    Configuration item Item or service this epic affects.
    Theme Theme associated with this epic. This field becomes active when a product is selected. Themes are optional.
    Parent epic Parent epic, if this is a child epic.
    State Current state of the epic. The default is Draft.
    Assignment group Group working on the epic.
    Assigned to User interested in the progress of this epic.
  3. Click Submit.
    Related lists for child epics and stories appear.
  4. To create child epics or stories from these related lists, click New.