GA-Epics Rollout Verification checklist

Product go-no/go decision criteria for general release to customers

  1. No open S1/S2 bug or usability issues - list
  2. Minimum criteria for performance as defined by engineering is met - (need link)
  3. Minimum criteria for quality as defined by engineering is met - (need link)
  4. The legacy epic experience feature parity is met - list
  5. The new epic features releasing with general availability are functional and without bugs - list

Functionality checklist

Legacy epic experience feature parity - WIP

  • WI Epic creation

    • Epic cannot be created unless a title is presented
    • Ability to set confidentiality during creation -UI
    • Ability to assign labels during creation
    • Ability to add a start date during creation
    • Ability to add a due date during creation
    • Ability to add a color during creation
    • Ability to add health status during creation
    • Ability to complete any of the above via quick action
      • Setting confidentiality using quick actions
      • labels
      • due date
      • health status
    • Ability to create a new group label through the label widget
    • Ability to create a manage group labels through the label widget

  • WI Epic detail page

    • Labels
      • Assign label via UI
      • Assign label via quick action
      • Selected label(s) at top of label dropdown #442677 (closed)
      • Create new group level label from widget
      • Manage group level labels from widget
      • Remove label from quick action
    • Dates
    • Color
    • Child hierarchy widget
      • Summary rollup information accurate
      • Label toggle
      • Actions menu > show roadmap
      • Expand/collapse
      • Drag n' drop
      • Add new issue child
      • Add existing issue child
      • Add new epic child
      • Add existing epic child
      • Add up to 7 levels of nesting
      • Appropriate messaging when adding more than the allowed number of nested items
    • Linked items widget
    • Discussions
      • @mention creates a todo for the person mentioned
      • @mention sends email to person mentioned
      • @mention adds person mentioned to participants
      • resolve thread
      • unresolve thread
    • System activity
    • Quick actions
    • Lock discussion
    • Copy reference
    • Delete epic

  • Issue interactions

    • Ability to add as parent
    • Ability to promote an issue to an epic

  • Legacy Epic listing page

    • Filters
    • Sort
    • Bulk edit of labels

  • Email Notifications

    • Email wording refers to epics
    • Links and references links to the correct page

  • Issue Board

    • Ability to group by epics
    • Ability to navigate to epics from swimlanes
    • Hover available for epics from swimlanes
    • Ability to filter issue board by epic
    • Ability to issue's parent epic from sidebar

  • Epic Board GA issue open, expand for details

    • Colors display appropriately
    • Can update title from sidebar
    • Can update Start/Due Date from sidebar
    • Can update labels from sidebar
    • Can update confidentiality from sidebar
    • Can update notifications from sidebar
    • Can view ancestors
    • Can view participants

  • Roadmap

    • Epics display as expected w/o filters
    • Epics display as expected when date ranges are modified
    • Epics display as expected when milestone settings are modified
    • Epics display as expected with with filters applied
    • User can filter by epic on the roadmap
    • Colors display appropriately
    • Can display or turn off labels
    • Progress updates when toggling between issue weight and closed epics

  • Epic references

    • While in a project and referencing an epic from a group, we should render the epic path with the location of the epic
    • Icon of items should display when looking up items

  • Todos

  • Notifications

    • Manually subscribed to item
    • Direct mention
    • Activity on an item which you're following
    • Due date - bug: #471980 (closed)
    • Todo

  • Duo Chat

  • Export/import a group with epics that contain issues

  • Direct transfer a group with epics that contain issues

  • REST API interaction

New epic features releasing with general availability

  • health status (only viewable on the epic detail page)
  • time tracking (only viewable on the epic detail page)
    • Add estimate and spent time via widget
    • Add estimate and spent time via quick action
  • expanded colors (viewable on the epic detail page, roadmap (epic bars) and epic board (card highlighting), not available in epic board's sidebar)
  • "read more" collapsed description for long running descriptions
  • ancestors widget
    • Links are correct
    • Tree displays a message when non-accessible ancestors are present
    • Navigating to an ancestor takes user to correct record
  • parent widget (not available in epic board's sidebar)
  • progress icon on child hierarchy widget
  • new filtered roadmap link
  • ability to link to any WIT (blocked by, blocking, related)
    • epic - issue
    • epic - task
    • epic - objective
    • epic - key result
  • webhooks for epics (parity with issue webhooks)

Additional reference

Edited by Amanda Rueda