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Plan an epic on the timeline in Jira

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  • 1 help article
  • 1 set of launch posts
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Help article

How to plan an epic on the timeline in Jira

Use this walkthrough to create an epic, connect existing backlog items to it, and start a sprint. Follow the steps in order to move from planning on the timeline to launching work on the board.

1. Create a new epic

Create a new epic

On the Timeline tab, click + Create to add a new work item. This starts the process of creating your epic on the timeline.

2. Save the epic

Save the epic

Enter the epic name, then click Create. The new epic is now saved on the timeline.

3. Open Backlog

Open Backlog

Go to the Backlog tab. This opens the work items list so you can link existing backlog items to your new epic.

4. Open the epic field on a backlog item

Open the epic field on a backlog item

In the Backlog list, find BRW-6 Cups per location chart. Click its + Epic field to assign that item to an epic.

5. Choose the new epic

Choose the new epic

Select BRW-13 Usage dashboard from the list. The Usage dashboard epic label then appears on several backlog items.

6. Return to Timeline

Return to Timeline

Switch back to the Timeline tab. This takes you back to the date grid so you can continue scheduling the epic.

7. Start the sprint

Start the sprint

In BRW Sprint 2, click Start sprint. This begins work for the items grouped under your epic.

8. Confirm the sprint launch

Confirm the sprint launch

Review the sprint details, including BRW Sprint 2, the two-week duration, the dates, and the sprint goal. Then click Start to launch the sprint board.

After the sprint starts, you can track the epic-linked items on the board as they move through the workflow columns.

Launch posts
You
Your company
LinkedIn post · written by TurtleScene

Backlog items can pile up fast, but on their own they don’t show the bigger plan.

This video walks through a simple way to connect related work in Jira: create an epic on the Timeline, link backlog items to it, then turn that plan into a sprint.

You’ll see the full flow step by step:

• create an epic on the Timeline tab • name it and add it to your plan • open the Backlog and link work items to that epic • start a sprint and add a sprint goal • land on a board filtered to the new sprint, with each card tied back to the epic

If you’re new to Jira, this is a practical introduction to moving from a high-level goal to sprint-ready work without losing the connection between the two.

Watch the video to see how to plan an epic on the timeline in Jira. #Jira #Agile #ProjectManagement

You
Your company
X post · written by TurtleScene

New to Jira? This video shows how to go from epic planning to an active sprint: create the epic on the Timeline, link backlog items, then start the sprint. Watch the walkthrough. #Jira #Agile

Read the blog post

How to plan an epic on the timeline in Jira

From backlog items to a bigger plan

Backlog items are useful, but on their own they don’t always show the bigger story. In Jira, an epic helps group related work under one goal so teams can plan with more context.

This video is a straightforward walkthrough of how to plan an epic on the Timeline in Jira, then turn that plan into a sprint. It’s designed for first-time users who want to understand not just what the feature does, but how to use it step by step.

What the video covers

The walkthrough starts on the Timeline tab, where a new epic is created and named. In the example shown, the epic is called “Usage dashboard.” Once created, it becomes the container for related work.

From there, the video moves to the Backlog. For each work item, the Epic field is updated so the item is linked to the newly created epic. This is the key step that connects day-to-day tasks back to a broader goal.

Next, the video shows how to move from planning into execution. With those items in a sprint, Jira’s Start sprint flow is used to add a sprint goal and begin the sprint.

Why this workflow matters

This process helps bridge the gap between high-level planning and active delivery. Instead of treating backlog items as isolated tasks, the workflow shown here ties them together under an epic, then carries that structure into the sprint.

The result is a board view filtered to the new sprint, where every card remains connected to the epic behind it. That makes it easier to keep the team aligned on what the work is for, not just what needs to be done.

A simple Jira workflow for new users

If you’re learning Jira, this is a useful pattern to know: create the epic, link the work, start the sprint. It’s a clear way to organize related tasks and move them into delivery without losing the bigger picture.

Watch the video to see each step in action and learn how to plan an epic on the timeline in Jira.

Captions · narrated video
  1. 00:00Here's how to plan an epic
  2. 00:01on the timeline in Jira.
  3. 00:04On the Timeline tab, use + Create
  4. 00:06to add a work item.
  5. 00:09Enter the epic name,
  6. 00:11then save it with Create.
  7. 00:13With the new epic now listed
  8. 00:15on the timeline, open Backlog so you
  9. 00:18can connect existing backlog items to it.
  10. 00:21The Backlog view opens
  11. 00:23and the work items list appears.
  12. 00:27In the Backlog list, move
  13. 00:29to the item BRW-6 Cups per location chart
  14. 00:32and open its + Epic field to assign
  15. 00:34that work item to an epic.
  16. 00:38Choose BRW-13 Usage dashboard
  17. 00:41from the list.
  18. 00:44The Usage dashboard epic label appears
  19. 00:47on several backlog items.
  20. 00:50Now that backlog items show
  21. 00:51the Usage dashboard epic label,
  22. 00:53switch to Timeline to return
  23. 00:55to scheduling across the date grid.
  24. 01:02In BRW Sprint 2, start
  25. 01:03the sprint for these epic-linked items.
  26. 01:09Review the sprint setup shown here,
  27. 01:12including BRW Sprint 2, the two-week
  28. 01:14duration, the dates, and the sprint goal,
  29. 01:17then launch it with Start.
  30. 01:20The board opens with the sprint
  31. 01:22items grouped in the workflow columns.
  32. 01:26The sprint board is open
  33. 01:27with your epic-linked work items.
Captions · story video
  1. 00:00Here's how to plan an epic
  2. 00:01on the Jira timeline,
  3. 00:03then turn that plan into a sprint.
  4. 00:06Backlog items on their own don't tell
  5. 00:08the bigger story. An epic groups
  6. 00:10related work under one goal.
  7. 00:13On the Timeline tab, click Create,
  8. 00:16name your epic, like Usage dashboard,
  9. 00:18then press Create to add it.
  10. 00:22Open the Backlog, click Epic
  11. 00:24on any work item, and pick
  12. 00:26Usage dashboard from the recent list.
  13. 00:30With those items in a sprint,
  14. 00:32click Start sprint, add a goal,
  15. 00:34and press Start.
  16. 00:37Jira opens the board filtered
  17. 00:39to your new sprint,
  18. 00:40with every card tied back to the epic.
  19. 00:44Create the epic, link the work, start
  20. 00:46the sprint. That's epic planning in Jira.
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