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
Open the Create Dropdown
On the Requirement Management page, click on the "+ Create" button.
Select "Create Epic" to proceed.
Fill out the Epic details
A form will open to create your Epic. Fill out the mandatory fields, including:
Name
Project: Select the project(s) you want to assign the Epic to. When you click on the Project field, a dropdown will display all the projects you have access to. You can either select a single project or multiple projects, depending on your requirements. This means that an Epic can be shared and accessed across multiple projects if needed, ensuring better collaboration and visibility across teams.
iii. Status: Set the status of the Epic. These statuses can be configured in the Admin panel to align with project requirements.
Planned Start Date and Planned End Date
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.
After filling out the details, click "Save" to save the Epic.
Viewing and Updating Epics
Locating the Epic
Once saved, the Epic will appear on the Requirement Management Page.
It will also be visible in the Tree Panel on the left side when set to User Story View.
Editing an Epic
To view or update an Epic, you can either click on "View Details" arrow for the desired Epic or you can right click the desired epic from the tree view in which you will have the option to edit.
This will open the Epic form, where you can make any required changes, such as:
Updating fields
Changing attachments
Modifying status
Save the changes to update the Epic.
Inline Editing in Table View
You can now make quick edits directly in the table—no need to open the Epic form.
To edit an Epic in the table:
Simply click on the field you want to update (e.g., Name, Owner, State, Planned Start Date, Planned End Date).
The field will become editable, allowing you to type in or select the updated value right there.
Once done, click outside the field to save the change.
This inline editing feature significantly improves efficiency when making multiple changes or managing large sets of Epics at once.
This streamlines Epic management by saving time and clicks, especially useful for high-volume projects.
Deleting and Epic
1. To delete an Epic, select the checkbox next to the desired Epic, and the delete icon will appear next to the "+Create" button. Alternatively, you can right-click on the Epic in the tree view and select "Delete" from the menu.
2. Confirm the action to permanently remove the Epic.
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