You're on your way to the next level! Join the Kudos program to earn points and save your progress.
Level 1: Seed
25 / 150 points
1 badge earned
Challenges come and go, but your rewards stay with you. Do more to earn more!
What goes around comes around! Share the love by gifting kudos to your peers.
Keep earning points to reach the top of the leaderboard. It resets every quarter so you always have a chance!
Join now to unlock these features and more
I have Jira with the Portfolio product added.
I'm trying to use Initiatives to provide a way to link multiple Epics in a Program Management-type scenario. My understand is that this is the kind of this Initiatives are intended cover (Epic "App onboarding App1" is part of the Initiative "Onboard All the Apps", for example).
I've looked at several pages about custom hierarchies, but I can't seem to get the connection between adding the issue type, and getting the field to show up for items in the Epic's form, so I can tie them to the Initiative.
Those two pages seem like they are in the neighborhood of what I want, but I may be too dense to follow what they are saying.
Thanks in advance!
Let me explain it to you with simple steps.
Here is the screenshot how I defined the hierarchy in my instance. Best practice is to have only Initiate on top of Epic issue type so that Initiative can be marked as parent for multiple Epics.
Hope it's clear. Please let me know otherwise.
Thank you for you very clear and detailed answer! I have done what you indicated, and the Initiative shows up in the Hierarchy Config screen, and I have associated it with a project. How do I now associate an Epic with an Initiative? There doesn't seem to be a field showing up in the Epic screen (creation or edit) that allows me to identify an Initiative to associate it with (similar to the way I can associate an Story with an Epic). Any idea what I'm missing?
I was able to resolve this issue by adding the parent link field to the issues.
1. When viewing a ticket, click the cogwheel button on the bottom right. This brings you to the issue layout section of the project settings. You could also get here by going to project settings and selecting the issue layout section on the left hand menu.
2. Click the link on the top of the screen to go to the settings for "Rollout Screen"
3. From this screen, you can add standard & custom fields that will be incorporated into the issue. In my case, Parent Link was a standard field that was available to add.
After performing these steps, the Parent Link field is visible on the tickets and automatically populates the dropdown with the appropriate options, based on the hierarchy settings.
I have done 1, 2 and 3. However, I am not able to get my Initiative ticket on to the Parent Link. The message that I get is "To set an epic as parent, use the epic link". This is not what I wanted. I want to link my epic to my Initiative ticket.
Can you tell me how to do this. I must have missed a step