How-To2026-08-218 min read

How to Create Epics in Jira (Step-by-Step Guide)

Epics in Jira are large bodies of work that span multiple sprints and contain related stories, tasks, and bugs. They sit above stories in the Jira hierarchy and provide the link between your roadmap strategy and day-to-day sprint execution. Without well-structured epics, teams lose sight of how individual tickets connect to larger product goals.

This guide walks through creating epics in Jira from scratch, linking child issues, tracking progress, and surfacing epics on the roadmap timeline.

Step-by-step guide

01

Create the epic from the backlog

Open your Jira project and navigate to the Backlog view. Click the "Epic" panel on the left sidebar (or go to Backlog > Epics). Click "Create Epic" and give it a name that describes the feature theme, not a task — for example "User Onboarding Redesign" rather than "Redesign onboarding." Set the Epic Color to visually group related child issues in the board view.

02

Fill in the epic details

Open the created epic and add a description summarizing the goal, the problem it solves, and any links to the PRD or Figma design. Set the Start Date and Due Date to place the epic on the roadmap timeline. Assign an owner (typically the PM or tech lead) and set the Priority field.

03

Link child stories and tasks

With the epic open, use the "Create child issue" button to add stories, tasks, or bugs directly under the epic. Alternatively, open any existing backlog issue and edit its "Epic Link" field to assign it to this epic. The epic progress bar automatically updates as child issues are resolved.

04

View epic progress on the board

In the Board view, enable the Epic panel from the view settings (top-right). You can now filter the board by epic to see only tickets belonging to one epic at a time. This is useful during sprint planning to focus on completing one epic before starting another.

05

Track epic progress in the Roadmap

Go to your project Roadmap view. Each epic appears as a horizontal bar spanning its start and due dates. Child issues that have been assigned to sprints show as markers on the timeline. Drag the epic bar to adjust dates directly on the roadmap.

06

Set epic status and manage completion

Epics have their own status workflow: To Do, In Progress, Done. Update the epic status manually as work progresses. Set the epic to Done only after all child stories are resolved, not when the sprint ends. Jira will warn you if you close an epic with open child issues.

07

Report on epic completion

Use the Epic Burndown Chart (in Reports > Epic Burndown) to see story points remaining across sprints. This report shows whether the epic will complete on schedule based on current velocity. Share this with stakeholders as a progress signal.

Common mistakes

Creating epics that are too large

An epic that spans more than one quarter becomes impossible to track meaningfully. If an epic will take 3+ months, break it into sub-epics or separate epics per phase. The goal is a unit of work that is big enough to be meaningful but small enough to complete.

Not setting dates on epics

Epics without start and due dates do not appear on the Jira roadmap timeline. Always set dates so epics connect roadmap planning to sprint execution. Even approximate quarter-level dates are better than none.

Letting child issues accumulate without review

Epics that keep getting new issues added mid-sprint inflate scope invisibly. Review epic scope at the start of each sprint and explicitly decide whether new issues belong in this epic or should be created as a separate follow-up epic.

Tips

Use epic labels to tag cross-cutting themes like "growth", "platform", or "tech-debt"

Link each epic to its PRD in the description field so engineers have context without hunting for it

Review epic progress every sprint review — do not wait until the epic is overdue

Color-code epics by team or initiative for faster visual scanning on the board

How Vantage helps

Vantage generates epics and tickets from your PRD automatically, with dependency-aware grouping so related tickets cluster into coherent epics. When your PRD changes, Vantage flags which epics and tickets are affected, keeping Jira aligned with product thinking without manual re-work.

Frequently asked questions

Spend less time on setup, more on decisions

Vantage connects your tools and generates specs grounded in real data. Free to start.

Free to start. No credit card required.

Related reading