In Agile methodology, an Epic represents a large body of work that cannot be completed within a single sprint. It is a major feature, theme, or capability that delivers significant value to the user or organization. Epics are broken down into smaller, more manageable components called User Stories and Tasks.
1. Understanding Epics in Agile
An Epic is a “big idea” or a large deliverable that serves as a container for related stories and tasks. It helps structure the product roadmap and provides a higher-level view of project progress.
Example:
Epic: “User can manage their personal dashboard.”
2. Relation Between Epics, Stories, and Tasks
| Level | Description | Example |
|---|---|---|
| Epic | Large objective or feature area | “User Dashboard” |
| User Story | Specific requirement delivering user value | “As a user, I want to update my profile picture.” |
| Task | Technical step to implement a story | “Create API endpoint”, “Add image upload form” |
3. What to Place on the Timeline
In project management software, the timeline or roadmap should generally show Epics, not individual stories or tasks. Epics represent large deliverables and milestones across weeks or months.
| Element | Appears on Timeline? | Notes |
|---|---|---|
| Epics | ✅ Yes | High-level deliverables and milestones |
| User Stories | ⚙️ Usually not | Visible in sprint or backlog views |
| Tasks | ❌ No | Operational details only |
4. Practical Example
Epic: “Launch MVP platform”
Stories:
- “As a user, I can create an account.”
- “As an admin, I can approve new users.”
- Design signup form
- Implement API
- Test user flow
Timeline view:
Epic “Launch MVP” (Sept–Oct)
Epic “Marketing Website” (Oct–Nov)
Epic “User Feedback Loop” (Dec)
5. How OKRs and SMART Goals Fit into This Structure
OKRs (Objectives and Key Results) and SMART Goals define what you want to achieve and how you’ll measure success. They guide your Epics and Stories, linking strategic objectives to execution.
| Level | Concept | Description | Example |
|---|---|---|---|
| 1 | Vision / Mission | Strategic direction | “Empower small businesses with smarter project management.” |
| 2 | OKR / SMART Goal | Measurable outcome for a specific period | Objective: “Launch MVP and reach 100 active users by Q1.” KR1: MVP live before Dec 31. KR2: 100 users onboarded by March 31. |
| 3 | Epic | Large functional block contributing to a goal | “User Dashboard Module”, “Admin Console” |
| 4 | User Story | Concrete user-oriented functionality | “As a user, I can track time per project.” |
| 5 | Task | Technical step to build a story | “Create DB table for time entries.” |
6. Visual Hierarchy
Company Vision ↓ Quarterly OKR / SMART Goal ↓ Epic (Feature group) ↓ User Stories (Functionalities) ↓ Tasks (Implementation steps)
7. Placement in Project Management Tools
| Element | Timeline / Roadmap | Sprint Board |
|---|---|---|
| OKRs / SMART Goals | ✅ High-level milestones | ⚙️ Sometimes linked for progress tracking |
| Epics | ✅ Planned over weeks or months | ⚙️ Split into stories |
| User Stories | ⚙️ Usually inside sprints | ✅ Managed in Kanban or backlog |
| Tasks | ❌ No | ✅ Daily execution |
8. Example in Practice
Objective (OKR): Deliver MVP to first 100 beta users by March.
Epics:
- Authentication & Account Management
- Dashboard & Timer Module
- Feedback & Analytics
Stories under “Dashboard & Timer Module”:
- “As a user, I can start/stop a timer.”
- “As a user, I can export my weekly report.”
Tasks:
- Create timer.js component
- Test data export API
9. Conclusion
In Agile project management, OKRs and SMART goals define your strategic direction — they set the “why” and “what”. Epics translate those goals into tangible deliverables, while Stories and Tasks represent the actionable steps that bring them to life. By structuring your timeline around Epics and linking them to OKRs, you ensure alignment between high-level strategy and daily execution.

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