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diff --git a/doc/user/group/epics/index.md b/doc/user/group/epics/index.md new file mode 100644 index 00000000000..bd19f588751 --- /dev/null +++ b/doc/user/group/epics/index.md @@ -0,0 +1,197 @@ +# Epics **[ULTIMATE]** + +> Introduced in [GitLab Ultimate][ee] 10.2. + +Epics let you manage your portfolio of projects more efficiently and with less +effort by tracking groups of issues that share a theme, across projects and +milestones. + + + +## Creating an epic + +A paginated list of epics is available in each group from where you can create +a new epic. The list of epics includes also epics from all subgroups of the +selected group. From your group page: + +1. Go to **Epics** +1. Click the **New epic** button at the top right +1. Enter a descriptive title and hit **Create epic** + +Once created, you will be taken to the view for that newly-created epic where +you can change its title, description, start date, and due date. + + + +## Adding an issue to an epic + +An epic contains a list of issues and an issue can be associated with at most +one epic. When on an epic, you can add its associated issues: + +1. Click the plus icon (<kbd>+</kbd>) under the epic description. +1. Paste the link of the issue (you can hit <kbd>Spacebar</kbd> to add more than + one issues at a time). +1. Click **Add**. + +Any issue belonging to a project in the epic's group or any of the epic's +subgroups are eligible to be added. To remove an issue from an epic, click +on the <kbd>x</kbd> button in the epic's issue list. + +NOTE: **Note:** +When you add an issue or an epic to an epic that's already associated with another epic, +the issue or the epic is automatically removed from the previous epic. + +## Multi-level child epics + +> [Introduced](https://gitlab.com/gitlab-org/gitlab-ee/issues/8333) in GitLab Ultimate 11.7. + +Much like adding issues to an epic, an epic can have multiple child epics with +the maximum depth being 5. To add a child epic: + +1. Click the plus icon (<kbd>+</kbd>) under the epic description. +1. Paste the link of the epic. +1. Click **Add**. + +Any epic that belongs to a group or subgroup of the parent epic's group is +eligible to be added. To remove a child epic from a parent epic, +click on the <kbd>x</kbd> button in the parent epic's epic list. + +## Start date and due date + +For each of the dates in the sidebar of an epic, you can choose to either: + +- Enter a fixed value. +- Inherit a dynamic value called "From milestones". + +If you select "From milestones" for the start date, GitLab will automatically set the +date to be earliest start date across all milestones that are currently assigned +to the issues that are attached to the epic. Similarly, if you select "From milestones" +for the due date, GitLab will set it to be the latest due date across all +milestones that are currently assigned to those issues. + +These are dynamic dates in that if milestones are re-assigned to the issues, if the +milestone dates change, or if issues are added or removed from the epic, then +the re-calculation will happen immediately to set a new dynamic date. + +## Reordering issues and child epics + +Drag and drop to reorder issues and child epics. New issues and child epics added to an epic appear at the top of the list. + +## Deleting an epic + +NOTE: **Note:** +To delete an epic, you need to be an [Owner][permissions] of a group/subgroup. + +When inside a single epic view, click the **Delete** button to delete the epic. +A modal will pop-up to confirm your action. + +Deleting an epic releases all existing issues from their associated epic in the +system. + +## Closing and reopening epics + +### Using buttons + +Whenever you decide that there is no longer need for that epic, +close the epic using the close button: + + + +You can always reopen it using the reopen button. + + + +### Using quick actions + +You can close or reopen an epic using [Quick actions](../../project/quick_actions.md) + +## Navigating to an epic from an issue + +If an issue belongs to an epic, you can navigate to the containing epic with the +link in the issue sidebar. + + + +## Promoting an issue to an epic + +> [Introduced](https://gitlab.com/gitlab-org/gitlab-ee/issues/3777) in [GitLab Ultimate](https://about.gitlab.com/pricing/) 11.6. + +If you have [permissions](../../permissions.md) to close an issue and create an +epic in the parent group, you can promote an issue to an epic with the `/promote` +[quick action](../../project/quick_actions.md#quick-actions-for-epics-ultimate). +Only issues from projects that are in groups can be promoted. + +When the quick action is executed: + +- An epic is created in the same group as the project of the issue. +- Subscribers of the issue are notified that the epic was created. + +The following issue metadata will be copied to the epic: + +- Title, description, activity/comment thread. +- Upvotes/downvotes. +- Participants. +- Group labels that the issue already has. + +## Searching for an epic from epics list page + +> Introduced in [GitLab Ultimate][ee] 10.5. + +You can search for an epic from the list of epics using filtered search bar (similar to +that of Issues and Merge requests) based on following parameters: + +- Title or description +- Author name / username +- Labels + + + +To search, go to the list of epics and click on the field **Search or filter results...**. +It will display a dropdown menu, from which you can add an author. You can also enter plain +text to search by epic title or description. When done, press <kbd>Enter</kbd> on your +keyboard to filter the list. + +You can also sort epics list by: + +- **Created date** +- **Last updated** +- **Start date** +- **Due date** + +Each option contains a button that can toggle the order between **ascending** and **descending**. The sort option and order will be persisted to be used wherever epics are browsed including the [roadmap](../roadmap/index.md). + + + +## Permissions + +If you have access to view an epic and have access to view an issue already +added to that epic, then you can view the issue in the epic issue list. + +If you have access to edit an epic and have access to edit an issue, then you +can add the issue to or remove it from the epic. + +Note that for a given group, the visibility of all projects must be the same as +the group, or less restrictive. That means if you have access to a group's epic, +then you already have access to its projects' issues. + +You may also consult the [group permissions table][permissions]. + +[ee]: https://about.gitlab.com/pricing/ +[permissions]: ../../permissions.md#group-members-permissions + +## Thread + +- Comments: collaborate on that epic by posting comments in its thread. +These text fields also fully support +[GitLab Flavored Markdown](../../markdown.md#gitlab-flavored-markdown-gfm). + +## Comment, or start a discussion + +Once you wrote your comment, you can either: + +- Click "Comment" and your comment will be published. +- Click "Start discussion": start a thread within that epic's thread to discuss specific points. + +## Award emoji + +- You can [award an emoji](../../award_emojis.md) to that epic or its comments. |