Adding and editing initiatives, epics and stories
This page refers to Portfolio classic plans. If you are currently running Portfolio 2.0, please check this link to access the latest page version.
The backlog allows you to easily create and edit initiatives, epics and stories within the main view.
How to delete an item
You can delete initiatives, epics and stories by following these steps:
- Go to Backlog > Epics/Initiatives and hover the mouse over the item you want to delete.
- Select the right arrow next to the item's name, and click Delete from the dropdown list.
if a backlog item is linked to one or multiple JIRA issues, these issues are not impacted by the operation. For instance, you can keep completed issues for reference in the system, but don't want to see them on your roadmap any longer, then you can just delete them.
How to create and link new issues
- Go to Backlog > Epics/Initiatives and select the item from where you want to create new issues.
- Select the right arrow next to the item's name, and click Create and link new issues from the dropdown list.
A window pops up showing the issue creation project - Select the JIRA project where you want to create the issues, select the issue type and choose the filters, once you've finished, click Create and link issues.
This feature allows you create actual JIRA issues and link them to the plan item, so you can keep track of status and progress while implementation.
注意
Since there is no native JIRA issues type for initiatives, per default a "New Feature" issue is created. However, you can create a custom issue type and use it for initiatives.
See also: Issue Links and Synchronization.
How to mark an item as complete
- Go to Backlog > Epics/Initiatives and select the item you want to mark.
- Mark the item as done.
The (remaining) estimate is set to 0, and it is not considered any longer by the scheduling algorithm.
How to rank and sort backlog elements
You can reorder and rank the backlog elements by dragging and dropping the items.
When dragging epics, all the epic child stories are re-prioritized automatically with the epic as well.
注意
Priority ranking via drag and drop is only possible as long as the table is not sorted by any other column. For instance, If you sort by title, as depicted below, you'll not be able to rank-order, until you sort the table again by the priority rank column (labeled with #).