Showing results for 
Search instead for 
Did you mean: 
Sign up Log in

It's not the same without you

Join the community to find out what other Atlassian users are discussing, debating and creating.

Atlassian Community Hero Image Collage

Portfolio | Can't nest story/task under initiative directly -- requires issue to be nested in epic.

As far as I can tell, there is no way currently to nest a simple task or story into the initiative or hierarchy above epic for it to be included in the scope. There are a few bodies of work that are too small to be an epic, but are part of an initiative.

As seen below, Portfolio only gives the option of added epic when adding new issue under initiative. My current Issue Type hierarchy is: Initiative > Epic > Story/Task

Screen Shot 2020-01-02 at 11.29.51 AM.png


If this is true, Portfolio forces the user to have direct nesting as seen here :

Screen Shot 2020-01-02 at 11.17.40 AM.png

This forces me to either

  1. change that simple task into an epic
  2. nest it under an unrelated epic so that it will be included
  3. make a placeholder epic of no value and nest it under that


All of these are not incredibly helpful. Is there a workaround, something less clunky, or potentially something that I am doing wrong?

1 answer

0 votes

Hello @bpohuski

Thank you for reaching out.

I'm not sure of what kind of functionalities and dependencies you want to create between the initiative and the Story/task, but an option to achieve that "Connection" between both Issues would be to use the default Jira issue link:

Linking issues - Jira Cloud 

You could simply create a link type with the name that would better describe their relation and properly link both issues. Would that be an option for you?

Let us know if you have any questions.

Hey @Petter Gonçalves, thanks for the response. For some reason, it got buried in my notifications. My response is better late than never I suppose!

Traditional linking unfortunately does not help me due to the portfolio view not reflecting the hierarchy. People routinely use portfolio to see the full scope of an initiative. Unless the issue is nested, it will not display in portfolio as part of the parent.

There are fringe tasks that are not part of any of my existing epics or stories that should be captured under the larger initiative umbrella. Imagine I have a simple task like "enable access to xyz" that is directly part of the initiative but at the same time does not necessitate adding an epic specifically for it. The current behavior would force me to make some generic epic to capture all the miscellaneous tasks, which is confusing for people looking at the plan.

Like # people like this

this is such an important feature not sure why it has not been answered yet. We need better hierarchy from initiative to story/task 

Like Max Howarth likes this

Suggest an answer

Log in or Sign up to answer
Community showcase
Published in Jira

⏰ Day in the life of a Jira Admin!

Hello Community! We thoroughly enjoyed this just-for-fun conversation in the Jira Admin Group about what it's like to be a Jira Admin. For #JiraJuly, our talented designers created these graphics t...

725 views 2 21
Read article

Community Events

Connect with like-minded Atlassian users at free events near you!

Find an event

Connect with like-minded Atlassian users at free events near you!

Unfortunately there are no Community Events near you at the moment.

Host an event

You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events

Events near you