How do you link epics and stories in Portfolio?

I'm using a JIRA filter with tasks and stories as the issue soure in my portfolio plan. They're all linked to existing epics. When I go through the plan set up process, it's accurately showing my filter but when the plan gets created, it doesn't show the epics that the stories/tasks are linked to. How can I get all three levels (epic, stories, and tasks) to show up in the plan?

I've also tried using a JIRA filter with just the epics but it's only importing the epics themselves without anything that is underneath them.

1 answer

 

 

 

You have to make sure that your Hierarchy is set properly in Portfolio ->Administration

epics above stories.PNG

So do I have to move it around so that it is set up in this order?...

1. Epic

2. Story

3. Task

(this is the hierarchy I use.)

Suggest an answer

Log in or Sign up to answer
Community showcase
Published Nov 27, 2018 in Portfolio for Jira

Introducing a new planning experience in Portfolio for Jira (Server/DC)

In the past, Portfolio for Jira required a high degree of detail–foresight that was unrealistic for many businesses to   have–in   order to produce a reliable long-term roadmap. We're tur...

2,723 views 17 21
Read article

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