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New Heirachy level not displaying as a level above EPIC in Jira Software Cloud Premium

Carolyn Barbierato

I have upgraded to Jira Software Cloud Premium in order to access Advanced Roadmaps and Hierarchy organisation. I need to add another hierarchy (called "Initiative") and have followed the steps by adding the initiative issue type to my board and have also added it at the Level 1 heirachy level above Epic in the Hierarchy organization screen. However, when I go to create a new Initiative issue in my Classic Kanban board, it doesn't show at a level above the EIC level, instead it gives me the same level as Story or Task.

Would appreciate the community's thoughts on what I am missing or doing wrong.

Thanks very much

Kind Regards

Carolyn

Accepted answers

Ste Wright

Hi @Carolyn Barbierato

Aside from Sub-Tasks, all issues are classed as standard issue types - including Epic.

The Epic utilises a special relationship using the "Epic Link" field to become a parent of stories and tasks.

Initiatives (or any issue type) in the Advanced Roadmap hierarchy does something similar - you need to ensure you add the Parent Link field to the screen that Epics use. This will allow you to set the Epic as a child of the Initiative!

Just to note this doesn't effect how a board works - so there isn't an Initiative Panel or similar. If Initiatives are appearing on your board and you don't want them to, you'll need to modify the Board Filter to exclude this issue type.

Let us know if this answers your query - or if you need any specific instructions for adding Parent Link field or similar

Ste

All comments

Ste Wright

Hi @Carolyn Barbierato

Aside from Sub-Tasks, all issues are classed as standard issue types - including Epic.

The Epic utilises a special relationship using the "Epic Link" field to become a parent of stories and tasks.

Let us know if this answers your query - or if you need any specific instructions for adding Parent Link field or similar

Ste

Carolyn Barbierato

Hi Stephen, thank you for your response, it is really helpful and now I better understand how the hierarchies work in Jira. Could you please point me in the right direction for the instructions on how to add the Parent Link in an Epic issue. Thanks and Kind Regards, Carolyn

Ste Wright

Hi @Carolyn Barbierato

To add the Parent Link to the Epic's screen, this is how to do it:

As a Jira Admin, go to Jira Settings > Issues > Screens
Locate a screen relevant to Epics, and press "Configure"
Scroll to the bottom and enter "Parent Link" into the "Select Field" box
Locate/add the field to the screen - then move it into the most appropriate position
Repeat for all screens relevant to Epics - so that the field is consistently available across all projects that need it

If you are not sure which screens are used by Epics:

Go to Jira Settings > Issues > Issue Type Screen Schemes
Select a scheme which has at least one project listed against it
Look which Screen Scheme is applied to the Epic - if it's none, the Screen Scheme for Default will be being used
Click into the appropriate Screen Scheme - and then into the Screen itself. There might be multiple screens to modify, split into different operations; Create, Edit and/or View
Add the field, then repeat the process for each Issue Type Screen Scheme

Ste

Laura Spencer

@Ste Wright can you add 2 levels of hierarchy - for example Initiative > Feature > Epic > Story and see them in the roadmap view with premium?

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