{"id": 31, "date": "2024-08-11T19:38:56", "date_gmt": "2024-08-11T19:38:56", "guid": {"rendered": "/?post_type=docs&#038;p=31"}, "modified": "2025-02-05T19:35:40", "modified_gmt": "2025-02-05T19:35:40", "password": "", "slug": "how-to-manage-epics-on-EchoRivo", "status": "publish", "type": "docs", "link": "/docs/how-to-manage-epics-on-EchoRivo/", "title": {"rendered": "How to Manage Epics on EchoRivo"}, "content": {"rendered": "\n<p class=\"wp-block-paragraph\">Epics are used to contribute a structure to your backlog. They capture a large part of the work in a release.<br>In this tutorial, you will learn how to create and customize epics on EchoRivo.</p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-steps-to-create-epics\">Steps to create epics</h3>\n\n\n\n<p class=\"wp-block-paragraph\">There are 3 ways to create epics on EchoRivo.</p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>1) Create epics by using the Create button</strong></p>\n\n\n\n<p class=\"wp-block-paragraph\">From your&nbsp;<strong>EchoRivo Dashboard</strong>&nbsp;click&nbsp;<strong>Create</strong>&nbsp;button and choose&nbsp;<strong>Create epic</strong>&nbsp;from the list.</p>\n\n\n\n<p class=\"wp-block-paragraph\"><img decoding=\"async\" class=\"lazyload\" data-src=\"https:\\/\\/storage.crisp.chat\\/users\\/helpdesk\\/website\\/aca5ba11a4e1d800\\/image_1g71foa.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\"><noscript><img decoding=\"async\" src=\"https:\\/\\/storage.crisp.chat\\/users\\/helpdesk\\/website\\/aca5ba11a4e1d800\\/image_1g71foa.png\" alt=\"\"></noscript></p>\n\n\n\n<p class=\"wp-block-paragraph\">Fill in the following fields and click&nbsp;<strong>Create</strong>.</p>\n\n\n\n<p class=\"wp-block-paragraph\"><img decoding=\"async\" class=\"lazyload\" data-src=\"https:\\/\\/storage.crisp.chat\\/users\\/helpdesk\\/website\\/aca5ba11a4e1d800\\/image_1hqcnfx.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\"><noscript><img decoding=\"async\" src=\"https:\\/\\/storage.crisp.chat\\/users\\/helpdesk\\/website\\/aca5ba11a4e1d800\\/image_1hqcnfx.png\" alt=\"\"></noscript></p>\n\n\n\n<p class=\"wp-block-paragraph\">1 )&nbsp;<strong>Title</strong>: give a title to your epic.</p>\n\n\n\n<p class=\"wp-block-paragraph\">2 )&nbsp;<strong>Description</strong>: insert some details about the epic such as Images, URLs, Tables, and Text. The content of the epics can be customized as per your needs using provided tools.</p>\n\n\n\n<p class=\"wp-block-paragraph\">3 )&nbsp;<strong>Status</strong>:&nbsp;set the status for your epic. The available options are:</p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Backlog</em></p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>To Do</em></p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>In Progress</em></p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Done</em></p>\n\n\n\n<p class=\"wp-block-paragraph\">4 )&nbsp;<strong>Releases</strong>: select the release the epic relates to.&nbsp;</p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>In order to choose the appropriate release, it needs to be created beforehand. Please, check&nbsp;<a href=\"/docs/how-to-manage-releases-on-EchoRivo/\">this article</a>&nbsp;for more details.</strong><br>5 )&nbsp;<strong>Objective</strong>: set up the objective for the epic.</p>\n\n\n\n<p class=\"wp-block-paragraph\">6 )&nbsp;<strong>Key Result</strong>: select the key result for the epic.</p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To be able to set up the objective and key result for the epic, ensure to create the OKR beforehand by following&nbsp;<a href=\"/docs/how-to-manage-okrs-on-EchoRivo/\">this article</a>.</strong><br>7 )&nbsp;<strong>Tags</strong>: add tags to your epic.</p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>More information about tags can be found&nbsp;<a href=\"/docs/how-manage-tags-on-EchoRivo/\">here</a>.</strong><br>8 )&nbsp;<strong>Start Date</strong>:&nbsp;select the start date for your epic.</p>\n\n\n\n<p class=\"wp-block-paragraph\">9 )&nbsp;<strong>End Date</strong>:&nbsp;set the end date for your epic.</p>\n\n\n\n<p class=\"wp-block-paragraph\">10)&nbsp;<strong>Associated Personas</strong>:&nbsp;select the associated personas from the list.</p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>The personas need to be created beforehand as shown in&nbsp;<a href=\"/how-to-manage-personas-on-EchoRivo/\">this article</a>.</strong><br>11 )&nbsp;<strong>Send to Jira</strong>:&nbsp;send created epic to Jira by choosing the Issue type ( Story, Task, Bug, Epic).</p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>In order to see the option available, ensure to connect Jira to EchoRivo as shown in <a href=\"/docs/how-to-integrate-EchoRivo-with-jira/\">this article</a>.</strong><br>12 ) <strong>Visible in portal/widget</strong>: choose to show/hide epics on portal and/or widget.</p>\n\n\n\n<p class=\"wp-block-paragraph\">13 )&nbsp;<strong>Attachments</strong>:&nbsp;attach the files (maximum size of 10 MB per file) to the epic.</p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2) Manually create epics from the Product section.</strong></p>\n\n\n\n<p class=\"wp-block-paragraph\">From your&nbsp;<strong>EchoRivo Dashboard</strong>&nbsp;open the&nbsp;<strong>Products</strong>&nbsp;section and click&nbsp;<strong>Epics</strong>. Right after, click&nbsp;<strong>Create epic</strong>.</p>\n\n\n\n<p class=\"wp-block-paragraph\"><img decoding=\"async\" class=\"lazyload\" data-src=\"https:\\/\\/storage.crisp.chat\\/users\\/helpdesk\\/website\\/aca5ba11a4e1d800\\/image_15w0cc5.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\"><noscript><img decoding=\"async\" src=\"https:\\/\\/storage.crisp.chat\\/users\\/helpdesk\\/website\\/aca5ba11a4e1d800\\/image_15w0cc5.png\" alt=\"\"></noscript></p>\n\n\n\n<p class=\"wp-block-paragraph\">Fill in the required fields to create an epic.</p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>3) Promote the ideas into epics</strong></p>\n\n\n\n<p class=\"wp-block-paragraph\">Another way to create epics is to promote the collected ideas into epics.</p>\n\n\n\n<p class=\"wp-block-paragraph\">From your&nbsp;<strong>EchoRivo Dashboard</strong>&nbsp;navigate to the&nbsp;<strong>Discovery</strong>&nbsp;section and click&nbsp;<strong>Ideas</strong>.</p>\n\n\n\n<p class=\"wp-block-paragraph\"><img decoding=\"async\" class=\"lazyload\" data-src=\"https:\\/\\/storage.crisp.chat\\/users\\/helpdesk\\/website\\/aca5ba11a4e1d800\\/image_17mhh7m.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\"><noscript><img decoding=\"async\" src=\"https:\\/\\/storage.crisp.chat\\/users\\/helpdesk\\/website\\/aca5ba11a4e1d800\\/image_17mhh7m.png\" alt=\"\"></noscript></p>\n\n\n\n<p class=\"wp-block-paragraph\">From the list select the idea you want to promote into the epic and click&nbsp;<strong>View</strong>.</p>\n\n\n\n<p class=\"wp-block-paragraph\"><img decoding=\"async\" class=\"lazyload\" data-src=\"https:\\/\\/storage.crisp.chat\\/users\\/helpdesk\\/website\\/aca5ba11a4e1d800\\/ideas-EchoRivo-2_19ikaim.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\"><noscript><img decoding=\"async\" src=\"https:\\/\\/storage.crisp.chat\\/users\\/helpdesk\\/website\\/aca5ba11a4e1d800\\/ideas-EchoRivo-2_19ikaim.png\" alt=\"\"></noscript></p>\n\n\n\n<p class=\"wp-block-paragraph\">After, click&nbsp;<strong>Promote idea</strong>&nbsp;and fill in the required fields to create an epic.</p>\n\n\n\n<p class=\"wp-block-paragraph\"><img decoding=\"async\" class=\"lazyload\" data-src=\"https:\\/\\/storage.crisp.chat\\/users\\/helpdesk\\/website\\/aca5ba11a4e1d800\\/taking-notes-EchoRivo-1_dfp4y8.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\"><noscript><img decoding=\"async\" src=\"https:\\/\\/storage.crisp.chat\\/users\\/helpdesk\\/website\\/aca5ba11a4e1d800\\/taking-notes-EchoRivo-1_dfp4y8.png\" alt=\"\"></noscript></p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Note: it is possible to import epics and cards from Jira/Trello to EchoRivo using appropriate integrations as shown in the articles below: <a href=\"/docs/how-to-integrate-EchoRivo-with-jira/\">Import issues from Jira</a><a href=\"/docs/how-to-integrate-EchoRivo-with-trello/\"> Import Trello cards</a> Imported epics/cards can be found under the&nbsp;<strong>Epics</strong>&nbsp;from the&nbsp;<strong>Products</strong>&nbsp;section.</strong></p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-steps-to-customize-epics\">Steps to customize epics</h3>\n\n\n\n<p class=\"wp-block-paragraph\">Created epics can be found under the&nbsp;<strong>Epics</strong>&nbsp;from the&nbsp;<strong>Products</strong>&nbsp;section.</p>\n\n\n\n<p class=\"wp-block-paragraph\">The following actions are available within the epics list:</p>\n\n\n\n<p class=\"wp-block-paragraph\"><img decoding=\"async\" class=\"lazyload\" data-src=\"https:\\/\\/storage.crisp.chat\\/users\\/helpdesk\\/website\\/aca5ba11a4e1d800\\/epics-EchoRivo-1_1a5z4cf.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\"><noscript><img decoding=\"async\" src=\"https:\\/\\/storage.crisp.chat\\/users\\/helpdesk\\/website\\/aca5ba11a4e1d800\\/epics-EchoRivo-1_1a5z4cf.png\" alt=\"\"></noscript></p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Export</em>:&nbsp;use the button to export the epics list</p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Filter</em>: the option can be used to filter epics by the releases, OKRs, tags, statuses and public visibility.</p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>View</em>:&nbsp;click on the button to see the following information about the epic: Description, Created Date, Status, Releases, and Visibility.</p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Public view</em>: use the button to check the epic in a public view</p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Edit</em>:&nbsp;simply use the button to edit the epic.</p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Please, note, that the epic can be edited directly from the public/private roadmap as well as shown in&nbsp;<a href=\"/docs/how-to-manage-the-roadmap-on-EchoRivo/\">this article</a>.</strong><br><em>Delete</em>:&nbsp;click on the button to delete the epic.</p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-steps-to-customize-statuses-of-epics\">Steps to customize statuses of epics</h3>\n\n\n\n<p class=\"wp-block-paragraph\">It is possible to create, edit or delete the statutes of Epics.</p>\n\n\n\n<p class=\"wp-block-paragraph\">By default, the following statuses are available:&nbsp;<strong>In Progress</strong>,&nbsp;<strong>To Do</strong>,&nbsp;<strong>Backlog</strong>&nbsp;and&nbsp;<strong>Done</strong>.</p>\n\n\n\n<p class=\"wp-block-paragraph\">The statuses can be&nbsp;<em>edited</em>&nbsp;or&nbsp;<em>deleted</em>.</p>\n\n\n\n<p class=\"wp-block-paragraph\">In order to create a new status, the following steps need to be taken:</p>\n\n\n\n<p class=\"wp-block-paragraph\">From your&nbsp;<strong>EchoRivo Dashboard</strong>&nbsp;open the&nbsp;<strong>Settings tab</strong>&nbsp;and click&nbsp;<strong>Product settings</strong>.</p>\n\n\n\n<p class=\"wp-block-paragraph\"><img decoding=\"async\" class=\"lazyload\" data-src=\"https:\\/\\/storage.crisp.chat\\/users\\/helpdesk\\/website\\/aca5ba11a4e1d800\\/image_1voqcji.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\"><noscript><img decoding=\"async\" src=\"https:\\/\\/storage.crisp.chat\\/users\\/helpdesk\\/website\\/aca5ba11a4e1d800\\/image_1voqcji.png\" alt=\"\"></noscript></p>\n\n\n\n<p class=\"wp-block-paragraph\">Navigate to the&nbsp;<strong>Epics</strong>&nbsp;section and click&nbsp;<strong>Create status</strong>.</p>\n\n\n\n<p class=\"wp-block-paragraph\"><img decoding=\"async\" class=\"lazyload\" data-src=\"https:\\/\\/storage.crisp.chat\\/users\\/helpdesk\\/website\\/aca5ba11a4e1d800\\/image_o6y4bi.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\"><noscript><img decoding=\"async\" src=\"https:\\/\\/storage.crisp.chat\\/users\\/helpdesk\\/website\\/aca5ba11a4e1d800\\/image_o6y4bi.png\" alt=\"\"></noscript></p>\n\n\n\n<p class=\"wp-block-paragraph\">Set up the&nbsp;<strong>Status name</strong>,&nbsp;<strong>Status type</strong>,&nbsp;<strong>Color</strong>&nbsp;and click&nbsp;<strong>Create</strong>.</p>\n\n\n\n<p class=\"wp-block-paragraph\"><img decoding=\"async\" class=\"lazyload\" data-src=\"https:\\/\\/storage.crisp.chat\\/users\\/helpdesk\\/website\\/aca5ba11a4e1d800\\/image_aafcfd.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\"><noscript><img decoding=\"async\" src=\"https:\\/\\/storage.crisp.chat\\/users\\/helpdesk\\/website\\/aca5ba11a4e1d800\\/image_aafcfd.png\" alt=\"\"></noscript></p>\n\n\n\n<p class=\"wp-block-paragraph\">The created status will be available within the status list and can be&nbsp;<em>edited</em>&nbsp;or&nbsp;<em>deleted</em>&nbsp;along with the other statuses.<br>Moreover, it is possible to change the order of the epic statuses to be shown inside the private roadmap by using the drag &amp; drop method.</p>\n\n\n\n<p class=\"wp-block-paragraph\"><img decoding=\"async\" class=\"lazyload\" data-src=\"https:\\/\\/storage.crisp.chat\\/users\\/helpdesk\\/website\\/aca5ba11a4e1d800\\/image_awrwso.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\"><noscript><img decoding=\"async\" src=\"https:\\/\\/storage.crisp.chat\\/users\\/helpdesk\\/website\\/aca5ba11a4e1d800\\/image_awrwso.png\" alt=\"\"></noscript></p>\n\n\n\n<p class=\"wp-block-paragraph\">That&#8217;s it. Those were the steps to create and customize epics.</p>\n", "protected": false}, "excerpt": {"rendered": "<p>Epics are used to contribute a structure to your backlog. They capture a large part of the work in a release.In this tutorial, you will learn how to create and customize epics on EchoRivo. Steps to create epics There are 3 ways to create epics on EchoRivo. 1) Create epics by using the Create button [&hellip;]</p>\n", "protected": false}, "author": 1, "featured_media": 0, "comment_status": "open", "ping_status": "closed", "template": "", "meta": {"footnotes": ""}, "doc_category": [3], "doc_tag": [], "class_list": ["post-31", "docs", "type-docs", "status-publish", "hentry", "doc_category-roadmap"], "year_month": "2026-10", "word_count": 798, "total_views": "354", "reactions": {"happy": "0", "normal": "0", "sad": "0"}, "author_info": {"name": "mehedi@99robots.com", "author_nicename": "mehedi99robots-com", "author_url": "/author/mehedi99robots-com/"}, "doc_category_info": [{"term_name": "Managing the Roadmap", "term_url": "/docs-category/roadmap/"}], "doc_tag_info": [], "yoast_head": "<!-- This site is optimized with the Yoast SEO plugin v28.5 - https:\\/\\/yoast.com\\/product\\/yoast-seo-wordpress\\/ -->\n<title>How to Manage Epics on EchoRivo - EchoRivo</title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" />\n<link rel=\"canonical\" href=\"/docs/how-to-manage-epics-on-EchoRivo/\" />\n<meta property=\"og:locale\" content=\"en_US\" />\n<meta property=\"og:type\" content=\"article\" />\n<meta property=\"og:title\" content=\"How to Manage Epics on EchoRivo - EchoRivo\" />\n<meta property=\"og:description\" content=\"Epics are used to contribute a structure to your backlog. 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They capture a large part of the work in a release.In this tutorial, you will learn how to create and customize epics on EchoRivo. 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