This is a work in progress for the Marketing Project Management Simplification project.
Epics provide a way to organize and manage a set of issues and sub-epics that share a strategic theme. In addition to logical grouping, epics enable project managers to perform higher level planning and build a roadmap with visual status tracking.
Epics > Roadmap. The group page view provides additional filtering, sort order and timeline units for display
The roadmap view can serve as the single source of truth and as a high-level overview to effectively understand the strategic themes, OKRs, marketing projects, and campaigns the team is working on.
A single link to the parent epic or to a group's roadmap page with (optional) filtering can be used for leadership visibility.
Milestones and issue boards can then be used to drill down into the details for more granularity on individual task status.
All epics that are related to an OKR epic or a strategic theme epic should indicuate just one of them as the ultimate ancestor in order to algin them properly on the roadmap.
In order for the roadmap view to be displayed and to provide meaningful visual timeline information, explicitly add the start and due dates to epics during the planning process.
All epics that are part of a strategic theme or an OKR should at the carry their associated executive label, so that they can be filtered on the roadmap view. Optionally they can also carry one or more of the approved group-level labels.
As an additional piece of information to track completion status, the roadmap offers a completion percentage based on the weight of the children issues that have been completed over the total issue weight of all direct descendant issues combined.
It's recommended to set the relative issue weight for all child issues to be able to track and report epic completion on the roadmap view.
It can be good practice to highlight issues that need attention or might be at risk before a status review. This information can then be displayed on the roadmap view. For this to work, a health status can be assigned to individual issues.
A known limitation is that health status cannot be set via quick actions (issue), but it can still be easily set via the web UI.