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How to create an Epic and task at the same time?

John Q
Contributor
March 2, 2021

We are using Kanban/Epic/Tasks for managing projects in an IT department, so we're not fully agile. 

But we're creating Epics for projects and then tasks (w/ possible sub-tasks) to assign for people to work on for the over all project (the epic). 

Is there a recommended order to creating the Tasks/Epics, or a way to create them at once/together?

For example if I create an Epic, I can’t create a task at the same time. I can only select an existing task/issue I’ve created.

So I have to either:

  • Create the Epic first then create tasks and individually assign each of them to the “Epic link” by typing its name, as it doesn’t give me a dropdown selection (redundant/tedious)
    or
  • After all tasks/sub-tasks are individually created, create or go to their respective “Epic” and link it to them (susceptible to errors in not selecting all the right ones if there are many) 

Both options above are tedious and inefficient. 

If there's a quicker way to do this, or an add-on in the marketplace, can someone advise? 

1 answer

1 accepted

8 votes
Answer accepted
Mikael Sandberg
Community Champion
March 2, 2021

After you create your epic, you can go to it and in the detailed issue view you should see a button for create issue in epic. You can also do this from the roadmap by clicking the plus sign next to the epic you want to create your tasks in.

Screen Shot 2021-03-02 at 4.30.56 PM.png

John Q
Contributor
March 2, 2021

@Mikael Sandberg  

Awesome thanks very much

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