How to edit Epics and stories and add details in jira portfolio

Hi,

 

we want to use JIRA portfolio as a planning tool.

Want to create epics and stories there.  Once they are groomed, we want to move them to a sprint.

I can create epics and stories in JIRA portfolio but unable to add estimate, attach files etc.

 

Can someone tell me how it can be done.?

 

Any pointers using JIRA portfolio will be very helpful.

 

thanks,

  • Vaishali

 

1 answer

0 votes

Hi Vaishali, 

When you create epics and stories in JIRA Portfolio, in a first step they exist only in Portfolio, and are not yet "real" JIRA issues where you can add attachments etc. You should be able to estimate them though, in the estimate column in the backlog, and also add a description, in the details view (hover a row, and click the little "details" link. 

The idea from there is to do a "Create and link issues" once you are ready to push it into your JIRA project. (think of Portfolio as a staging area for planning, once you are happy with your plan, you push the issues into the JIRA projects) - you find "Create and link issues" either on each individual item, or can do it also for a complete epic or initiative with all its children at once. 

After creating and linking into JIRA projects, you have a full-fledged ticket with all capabilities like attachments etc. in JIRA. 

Here is more information on creating and linking from Portfolio to JIRA: https://confluence.atlassian.com/display/JIRAPortfolioCloud/Working+with+Issue+Links 

Suggest an answer

Log in or Sign up to answer
Community showcase
Posted Sep 18, 2018 in Jira

What modern development practices are at the heart of how your team delivers software?

Hey Community mates! Claire here from the Software Product Marketing team. We all know software development changes rapidly, and it's often tough to keep up. But from our research, we've found the h...

26,755 views 2 7
Join discussion

Atlassian User Groups

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

Find a group

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

Find my local user group

Unfortunately there are no AUG chapters near you at the moment.

Start an AUG

You're one step closer to meeting fellow Atlassian users at your local meet up. Learn more about AUGs

Groups near you