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What is an example of an epic in Agile project management

See a real agile epic example, learn how to break it into user stories, and understand how teams prioritize epics in a sprint backlog. 1,500-word guide.

Ryan Mitchell
Ryan Mitchell
June 9, 202610 min read1,208 views
Key takeaways

What you'll learn in 10 minutes

  • What is an agile epic?
  • A real agile epic example, annotated
  • How to break an epic into user stories
  • Epic vs user story: where one ends and the other begins
  • How teams prioritize epics in the backlog
Abstract 3D illustration of interconnected project blocks representing agile epic structure and workflow management

TL;DR: Most Agile epic content stops at a definition and a generic shopping cart example. This piece gives IT company owners a concrete, annotated epic from an IT services context, shows exactly how it breaks into user stories, and explains how real teams prioritize epics in a backlog without guessing.

What is an agile epic?

An agile epic is a large body of work that captures a single business goal and gets broken down into smaller user stories for delivery across multiple sprints.

Think of it as the container. The epic holds the "why" — the outcome the team is working toward. The user stories inside it hold the "what" — the specific functionality that gets built, tested, and shipped. Without that boundary, teams either plan too small (a single story with no strategic context) or too large (a vague initiative that never gets executed).

How agile project management structures work matters here because epics sit one level above user stories in the backlog hierarchy, and one level below a program-level theme or initiative. According to Atlassian, a typical epic runs anywhere from two to twelve sprints depending on scope and team velocity — which is why epics rarely fit inside a single sprint the way individual stories do.

For an IT services team, a well-formed epic has three things: a title that names the capability, a goal statement that defines the measurable outcome, and a set of user stories written in agile format that represent the work required to reach it.

You can track epic progress across sprints once those stories are mapped and prioritized in your backlog.

A real agile epic example, annotated

Here is a complete agile epic example drawn from an IT services context — the kind your team could drop into a backlog today.


Epic title: Client Portal Onboarding Redesign

Goal statement: Reduce time-to-first-login for new clients from 5 business days to 2 by streamlining account setup, credential delivery, and guided orientation.

Epic owner: Product lead Target completion: 3 sprints (approximately 6 weeks) Success metric: 80% of new clients complete first login within 48 hours of contract signature


This epic sits at the right level of scope for agile sprint planning epics: too large for a single sprint, small enough to finish in a quarter. According to Atlassian, most epics span 2 to 6 sprints — this one lands squarely in that range.

User stories that belong to this epic:

  1. As a new client, I want to receive my login credentials within 1 hour of contract signing, so I can access the portal without waiting for a manual handoff. (Acceptance criteria: automated email triggers on contract status change; credentials expire after 72 hours if unused.)

  2. As a new client, I want a guided setup checklist on first login, so I know exactly what to configure before my first project kicks off. (Acceptance criteria: checklist renders on dashboard; each item links to a help article; checklist dismisses only after all items are marked complete.)

  3. As an account manager, I want to see which onboarding steps each client has completed, so I can follow up proactively before the kickoff call. (Acceptance criteria: progress visible in the admin dashboard; filter by completion status.)

  4. As a support engineer, I want a single-screen view of a client's onboarding status, so I can diagnose setup issues without jumping between tools.

Notice what each story does: it names a role, a need, and a reason. None of them is the epic itself. For guidance on how to write a user story in agile that holds up under sprint review, the format above is the baseline. The next section walks through how to decompose this exact epic into sprint-ready tasks, and how to track epic progress across sprints without losing visibility as the work splits across your team.

How to break an epic into user stories

Start with the epic from the previous section: "Client Portal Onboarding." The goal was to let new clients complete onboarding without IT hand-holding. Now decompose it.

Step 1: Write the epic's acceptance boundary first:

Before splitting anything, define what "done" looks like at the epic level. For Client Portal Onboarding, done means a client can register, verify their account, configure basic settings, and submit their first support ticket without contacting your team. That boundary tells you exactly how many stories you need and stops scope creep before it starts.

Step 2: Identify the distinct user actions inside that boundary:

Each action a user takes independently becomes a candidate story. From this epic:

  • Register and verify an account via email

  • Complete a guided setup wizard for company profile

  • Invite team members with role-based permissions

  • Submit a support ticket through the portal

Four actions, four stories. If two actions always happen together and can't be tested separately, merge them. If one action takes more than a sprint to build, split it further.

Step 3: Write each story in the standard format:

"As a [new client], I want to [complete action], so that [I get this outcome]." Keep the "so that" clause tied to a real client need, not a system behavior. If you're unsure how to frame the outcome, the guide on writing a well-structured user story in agile covers the acceptance criteria layer in detail.

Step 4: Size and sequence for sprint planning:

Estimate each story in story points before your next agile sprint planning session. Stories over eight points usually need another split. Sequence by dependency: account registration has to ship before the invite flow can be tested. Drop the sized, sequenced stories into your backlog in that order.

Writing good user stories in agile development goes deeper on acceptance criteria if your team is still debating what "done" means at the story level.

Epic vs user story: where one ends and the other begins

The simplest way to separate these two: an epic describes a capability, a user story describes a single interaction a user has with that capability.

If your item takes more than one sprint to deliver and can be split into independent pieces of work, it's an epic. If it fits in one sprint and delivers value on its own, it's a user story. The confusion usually happens in the middle, where teams write stories that are too broad to ship in two weeks but too narrow to call an epic.

Dimension

Epic

User story

Size

2 to 6 sprints

1 sprint or less

Scope

A full capability or feature area

One user interaction or outcome

Acceptance criteria

High-level, refined over time

Specific, testable, written before sprint starts

Example

"User authentication system"

"As a user, I can reset my password via email"

A practical test: can you write a single "done" condition for it today? If not, it's still an epic. If yes, and it fits the sprint, write it as a story using the format covered in how to write a user story in agile.

Understanding how agile project management structures work makes this boundary easier to hold across the whole backlog.

How teams prioritize epics in the backlog

Agile backlog prioritization of epics comes down to three inputs: business value, dependencies, and effort. Most teams treat prioritization as a gut call. That leads to the wrong epics in sprint planning and wasted capacity.

Start with business value. Ask what revenue, retention, or compliance outcome this epic directly supports. An epic tied to a contractual deadline or a pricing-tier feature beats one that's "nice to have" regardless of how long it's been in the backlog. Score each epic on a simple 1-to-5 scale against that question.

Next, map dependencies. Some epics are blockers — other work can't start until they're done. A payment integration epic, for example, may gate three downstream features. Identify those chains before your sprint planning session, not during it. Dependency mapping also surfaces epics you can parallelize, which matters when you have multiple squads.

Then estimate effort. How agile project management structures work varies by team, but most practitioners size epics in story points or sprint count before committing to a quarter. A high-value, low-effort epic almost always moves up. A high-value, high-effort epic needs to be broken into smaller deliverables first — which is where how to write a user story in agile becomes the practical next step.

Once you have scores across all three dimensions, rank by value-to-effort ratio and adjust for any hard dependency constraints.

To track epic progress across sprints without losing that prioritization context, your tooling needs to surface both the ranking rationale and current completion status in one view — not buried across two separate boards.

How AI is changing epic management in 2026

Three shifts are reshaping how teams handle epics this year.

First, AI-assisted decomposition. Tools like Taro can analyze an epic's description and suggest a breakdown into user stories, flagging missing acceptance criteria before sprint planning starts. A team building a "Client Reporting" epic, for example, gets a draft story list in minutes rather than a whiteboard session.

Second, automated progress signals. Instead of manually updating status, Taro monitors story completion rates and surfaces blockers at the epic level, so you can track epic progress across sprints without chasing updates.

Third, dynamic agile backlog prioritization. AI re-scores epics as business conditions shift, factoring in dependency changes and velocity trends, not just original effort estimates.

The practical result: project managers spend less time administering the backlog and more time on decisions that require judgment, like whether a given agile epic example still reflects the right business outcome or needs to be rewritten entirely.

Frequently asked questions about agile epics

What is an epic in agile? An epic is a large body of work that spans multiple sprints and breaks down into smaller user stories. Think of it as a goal, not a task. For example, "Build a client reporting dashboard" is an epic. It might run 3–5 sprints and contain 8–12 user stories. Learn more about how agile project management structures work.

What's the difference between an epic vs user story in agile? An epic describes the outcome; a user story describes one specific action a user takes to reach it. One agile epic example: "Improve onboarding" is the epic. "As a new user, I can complete setup in under five minutes" is a user story beneath it. See how to write a user story in agile.

How do you break down an epic into user stories? Start with the epic's acceptance criteria, then identify each distinct user action required. A "Payment Integration" epic typically produces 4–6 user stories covering authentication, error handling, confirmation emails, and refund flows. Each story should be completable within one sprint.

How big should an agile epic be? Most teams size epics at 2–5 sprints. Anything shorter is probably just a feature; anything longer risks scope creep and stale priorities.

How do teams track epic progress? Teams track epic progress across sprints using burndown charts, story point velocity, and regular backlog reviews tied to sprint ceremonies.

Closing

The real power of an agile epic isn't in the definition — it's in how your team executes it. When you structure an epic like the Client Portal Onboarding example, break it into independent user stories, and sequence them by dependency, you've built a roadmap that actually ships. But structure only holds if your team has one place to see epics, stories, and sprint tasks together without context-switching between tools.

Taro's epic management feature gives you that single view: see which stories belong to which epic, track progress across sprints, and spot blockers before they derail your timeline. Ready to stop managing epics in spreadsheets? Start tracking your first epic in Taro.

FAQ

What is an example of an epic in Agile project management?

Client Portal Onboarding Redesign is a real-world example: reduce new client time-to-first-login from 5 business days to 2 by streamlining account setup and credential delivery. It spans 3 sprints and breaks into 4 independent user stories.

How do I break down an epic into smaller user stories?

Define done at the epic level first, then identify distinct user actions inside that boundary. Write each as a story in "As a [role], I want [action], so that [outcome]" format, size in story points, and sequence by dependency before sprint planning.

What is the difference between an epic and a user story in Agile?

An epic describes a full capability spanning 2–6 sprints; a user story describes one user interaction that fits in a single sprint. If you can't write a single done condition today, it's still an epic.

How do I prioritize epics in my Agile project backlog?

Prioritize by business impact and dependencies. Epics that unblock other work or directly reduce friction (like onboarding time) rank higher. Sequence dependent epics so foundational work ships first.

How many user stories should an epic contain?

There's no fixed number—it depends on scope. The Client Portal Onboarding epic contains 4 stories. The key: each story is independent, testable, and fits in one sprint.

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Ryan Mitchell
Ryan Mitchell
232 Article

Ryan Mitchell is a Productivity Specialist & Operations Consultant who helps fast-growing teams stop dropping balls and start moving with clarity. With experience scaling ops at startups across three continents, he writes about task systems, team accountability, and how the best businesses build workflows that actually stick.