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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.

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