Create & Manage Epic

The Requirement Management module in SimplifyQA allows you to create, manage, and track your Epics, Features, and User Stories.

Prerequisites

To create and delete Epic in the Requirement Management module, the user must be granted the appropriate privileges by the admin. These permissions are required to perform these actions.

Follow the steps below to create and manage Epics effectively.

Navigating to the Requirement Management Module

• From the User Navigation Panel, click on the Requirement Management module.

• This will open the Requirement Management page, where you can create and manage your Epics, Features, and User Stories.

Creating an Epic

1. Open the Create Dropdown

   1. On the Requirement Management page, click on the "+ Create" button.

   2. Select "Create Epic" to proceed.

   

2. Fill out the Epic details

   1. A form will open to create your Epic. Fill out the mandatory fields, including:

      1. Name

      2. Project: Select the project you want to assign the Epic to.

      3. Status: Set the status of the Epic.

      4. Planned Start Date and Planned End Date

      5. Estimated Effort: Specify the effort required for the Epic, which can be measured in either story points or hours.

         • The value of a story point can be determined by the users and configured in the Admin settings.

For better traceability and mapping, it is recommended to fill out all fields, including:

• Attachments: Upload relevant files or documents.

• Linkages: Add references or connections to other items in the tool.

• Assigned User: Assign the Epic to a team member or a owner.

• Actual Effort: Enter the actual effort spent on the Epic. This field helps track the time or resources utilised during execution, providing a comparison against the estimated effort.

• Labels: Add labels or tags to categorise and organise the Epic. Labels make it easier to filter and search for Epics based on specific criteria.

• Team: Assign a team or group responsible for working on the Epic. This ensures clarity on ownership and collaboration within the project.

1. After filling out the details, click "Save" to save the Epic.

Viewing and Updating Epics

Locating the Epic

1. Once saved, the Epic will appear on the Requirement Management Page.

   1. It will also be visible in the Tree Panel on the left side when set to User Story View.

Editing an Epic

1. To view or update an Epic, click on "View Details" arrow for the desired Epic.

2. This will open the Epic form, where you can make any required changes, such as:

   • Updating fields

   • Changing attachments

   • Modifying status

1. Save the changes to update the Epic.

Deleting and Epic

1. Select the Epic you want to delete by clicking on the check box next to the desired Epic and the delete icon will show up next to “+create”

2. Confirm the action to permanently remove the Epic.