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Adding Epic Link to Tasks

Jesper

Quick setup:

So we are using "Jira Software" for all our development teams. Meaning we all have a "Jira Software" license.

But for smaller internal projects, we have used the "Project Management" template that is part of "Jira Work Management". I can't see "Jira Work Management" anywhere on our billing, so I'm presuming that it's included in our "Jira Software" license.

Issue

I have added "Epics" to our "Project Management" project, to better segment our "Tasks". But for some reason, I'm not allowed to add an "Epic Link" or any other "Epic" related fields to the "Tasks", they are marked as locked.
Meaning I can assign them to an "Epic" or see which "Epic" they belong to.
Also, I can't see any of the "Project Management" in the "Screens" or "Workflows".

Is this a limitation when using templates from "Jira Work Management" or what am I overlooking?

Accepted answers

Trudy P Claspill

Hello @Jesper

Is your Work Management project a Team Managed project or a Company Managed project? That information will show at the bottom of the panel on the left when you are viewing the project.

Screenshot 2023-12-05 at 4.03.50 PM.png

Team Managed projects don't show up int he Screens and Workflows screens that can be access by a Jira Admin, because the screens and workflows are managed directly within the project.

All comments

Trudy P Claspill

Hello @Jesper

Is your Work Management project a Team Managed project or a Company Managed project? That information will show at the bottom of the panel on the left when you are viewing the project.

Screenshot 2023-12-05 at 4.03.50 PM.png

Team Managed projects don't show up int he Screens and Workflows screens that can be access by a Jira Admin, because the screens and workflows are managed directly within the project.

Jesper

Ahh, okay.. Thanks.

But do you know why I can't add any of the Epic fields to tasks?
If I search for Epic, I just get an empty list

Trudy P Claspill

None of the "Epic" named fields are fields that would be used in a Task issue in a Team Managed project.

If you want to add an existing Task to an existing Epic you would do that using the "Add Epic" option at the top of the Task issue display, where it is shown to the left of the Task issue key.

If that doesn't address your dilemma, please tell us what problem you are trying to solve by adding Epic fields to the Task.

Jesper

Do you mean the "Add Parent" under the 3 dots? I don't see any "Add Epic" anywhere.

Not the most user-friendly experience and I think the epic fields help to understand better what epic it belongs to.

I guess I'm using the system in a way that it's not intended.

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