Master features (also called epics) are used to group features that often share a common business objective. With master features, you can track and prioritize groups of work. Similar to features, you can also add key strategic elements like goals and initiatives to master features.
Master features are very flexible. They can be used to manage groups of features that reside in multiple products across multiple releases. Or if you prefer, they can be used to manage groups of features within a single product release.
When to consider using master features
- Your team is agile and you are looking for epics to group your stories.
- Your team builds large features that can take several releases to complete. You need a way to track these large features and view them on a roadmap.
- Your team currently uses strategic initiatives to group features but you would rather utilize initiatives for strategic themes.
Setup and configuration
To enable master features for your product:
- Navigate to Settings > Product > Configure > Master Features.
- From there, you can select Enabled, Disabled, or Inherit from [product line].
The default value is Inherit from [product line], which means the setting is enabled or disabled based on the status of the Master features setting on the product line. Once enabled, you can begin adding master features.
To further customize master features:
- Update the terminology from master features to something else, like epics or any other label that works better for the team.
- Create custom statuses and workflows for master features on the Settings > Account page.
- Customize the master feature card design. Just like features, master features have their own customizable card design. They can also be scored using the same custom scorecards that are used on features.
- Show master features and features on the same board by enabling the Show master features setting. When this setting is enabled, the master feature name and feature reference ID will appear in a tab above the feature card. This setting is located on the features board by clicking the Customize cards icon, which opens the Customize feature and master feature cards modal window. The features workflow board also has its own customizable feature cards, which can be configured to show master features using the Customize view icon.
- Show master feature labels on the Features > Details page by enabling the Settings > Product > Configure > Customize record cards > Show master features setting.
Using master features
Once you have enabled master features, you can add and manage master features from the features board or the master feature details page. The toggle located on the features board in the upper-left corner allows you to switch between master features and features. When you toggle to master features, you can create a new master feature by clicking Add master feature or by clicking the More options button located next to each release name.
Master features can be prioritized the same way that you prioritize features on the features board.
Although master features reside within the product and release where they will be completed, you can assign a master feature to child features from multiple products and releases.
Show master features on the Gantt chart
To show master features on the Releases > Gantt chart, click the Customize view button and select from one of these options:
- Hide master features: This setting will hide all master features on the Gantt chart.
- Highlight bars by master feature: This setting allows users to show the master feature that each feature relates to while maintaining the chronological order of the features in the timeline. This is perfect for showing the timing of each feature when the team is focused on multiple master features at different times during the release.
- Group bars by master feature: This setting allows users to organize features into master feature groupings, overriding the default chronological order. This is perfect for telling a story of how a particular master feature will be delivered.
Reporting on master features
Once you have your master features defined, you can create reports to share with your stakeholders. The toggle that appears on the features roadmap allows you to visualize the master features that will be shipping in upcoming releases. You can also build custom analytics reports and roadmaps with data from master features.
Master features are available to integrate with any 2.0 integration.