Promote an Issue to an Epic via the UI
Problem
In recent testing with users for the issue tracking category maturity scorecard assessment, nearly all struggled with the task of promoting an issue to an epic. It's currently a quick action only and users had trouble discovering the feature, even when given access to help resources and Google.
Users also continuously navigated to the "Close Issue" dropdown at the top of the page, searching for items that allow them to "manage" it.
Final Proposal
Creating an ellipsis menu to replace the "New issue" button and moving "New issue", "Promote to epic" and "Report" into this menu. The divider lines exist between these items because they serve separate purposes and will help to visually separate/group related items as the menu is built upon over time.
Proposals
- Option 1 (PM likes this one): Surface Promote to Epic in the UI through a combined menu option - see example. I proposed including "Move issue" here as well. Reference also may make sense here. But those elements I believe are more related to general issue management rather than attributes of an issue. "Move issue" could be a concept that may need to be bumped to a separate discussion, but combining these like elements could not only clean up the right sidebar, but make both features a bit more discoverable and reduce the user's cognitive load in having multiple ways to manage an issue. The "To Do" option could potentially also go here.
- Option 2: Add "Promote" to sidebar. In this case, we'd keep "Move issue" in the bar, but add Promote. See examples.
MVCs
-
Move existing Move
,New issue
, andReport abuse
into combined list drop down -
Add Promote to epic
to list drop down -
Keep Close issue
to the left of the ellipsis. Leave color as it is currently (we'll update it in another issue) -
Figure out UX for adding Move to the drop down given the user will need to be able to specify the target project the issue is to be moved to.
Feature flag
The ellipsis dropdown menu, and Promote to epic dropdown item
, is behind the feature flag :vue_issue_header
. This flag applies to the frontend and is defaulted to off.
Release Notes
Description: Promoting an Issue to an Epic is not an intuitive process as you have to use a Quick Action when editing an Issue description or making a comment. To make this action more discoverable, we've introduced a new secondary actions menu in the Issue header and added a button to quickly promote an Issue to an Epic with a single click.
Documentation: TBD
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