Epics

An Epic is a container for related Time Flow Tasks. Epics group work into larger deliverables, making it easier to track scope, progress, and hours across many Tasks at once. Switch to the Epics view by clicking Epics in the toolbar.

An Epic is a collection of Tasks aimed at a specific goal. The Project "Build Law Library Website" could conceivably be made up of dozen's of Epics like "Create Design Document" or "Implement SSO", and each should be concise and encapsulated enough to measure a specific outcome. Read more about it in the How To Use Epics guide.

Epics require the Epics setting to be enabled in Organization Settings > Time Flow. If you do not see the Epics tab, ask your organization administrator to enable it.

The Epics Grid

The Epics view is a tree-data grid. Each Epic appears as a parent row that can be expanded to reveal its child Tasks. Summary chips above the grid show the total Epic count and a breakdown by state: backlog, active, and archived.

An expand/collapse-all button in the first column header lets you open or close every Epic at once.

Columns

The grid shares the same column management as the Ledger. Default visible columns:

Ref — the Epic reference (e.g. EP-1) with a colour dot, or the Task reference. Click to open the Epic page or Task dialog.
State — Backlog, Active, or Archived for Epics; Backlog, Todo, Doing, Done, or Archived for Tasks.
Title — the Epic or Task title. Epic titles are bold. A flag appears on blocked Tasks.
Tasks — the number of child Tasks (Epic rows only).
Hours — aggregated logged hours. For Epics, this is the sum across all child Tasks. The text colour changes when hours exceed the scope.
Priority — the priority chip (Critical, High, Medium, Low).
Lead — the Epic's lead user (avatar and username). Shown on Epic rows only.
Assigned — the assigned user on Task rows.
Start / End — scheduled dates.
Actions — View, Copy URL, Edit (Epics); View, Copy URL, Edit, View on Timeline (Tasks).

Hidden by default: External, Scope, Stage, Dependency, Tags. These can be toggled on through the column management panel.

Creating an Epic

Click + Epic in the toolbar (visible only on the Epics tab when you have permission). The dialog title is Create Epic.

Epic Fields

Title — required.
Description — rich-text editor. Images and PDFs can be dropped in once the Epic has been saved.
Colour — click the swatch to open a colour picker. The colour appears on Epic badges, the Ref column, and Chain Bands on the Timeline.
Priority — Low, Medium, High, or Critical.
Lead — assign a lead user from the project's members, or leave as Unassigned.
Budget — a numeric budget amount. Only visible when budget fields are enabled in organization settings.
External Reference — a collapsible section with Source, Ref ID, Name, and URL fields for linking to an external system.

The Epic Page

Click an Epic's reference in the grid (or the View action) to open its dedicated page. The page shows the Epic's title, state, priority, lead, scope (aggregated estimated hours), and a count of child Tasks.

Below the header is a Ledger of the Epic's Tasks with the same columns and actions available on the main Ledger. Navigation arrows let you move between Epics without returning to the grid.

Adding Tasks to an Epic

From the Epic page, click Add Tasks to open a dialog listing unassigned Tasks. Select one or more Tasks using the checkboxes and click Add to assign them to the Epic. You can also assign a Task to an Epic from the Task dialog's Epic selector.

Epic Lifecycle

An Epic has three states:

Backlog — the Epic has been created but work has not begun.
Active — work is in progress. Click Activate on a Backlog Epic to move it to Active. All child Tasks in the Backlog state are automatically pushed to To-Do.
Archived — the Epic is complete or no longer needed. Click Archive to archive it. A dialog asks what should happen to the child Tasks:

Remove from epic — the Tasks are detached and remain active.
Archive tasks with epic — the Tasks are archived along with the Epic.

Promoting a Task to an Epic

You can promote an existing Task into a new Epic. The promotion dialog (titled Promote to Epic) pre-fills the Epic's title and description from the Task. After promotion, the original Task is archived and a new Epic is created in its place.

Assigning Tasks to Epics

There are two ways to assign a Task to an Epic:

From the Task dialog, use the Epic selector (in edit mode or the create dialog) to choose an Epic.
From the Epic page, click Add Tasks and select Tasks from the list.

To remove a Task from an Epic, set the Epic selector to No Epic in the Task dialog.

Epics work best when they represent a single deliverable or outcome. The Work, Overhead and Flow guide discusses how to structure Epics around the four types of work — keeping business projects, internal projects, changes, and unplanned work in separate Epics so that scope and Overhead are always visible.