Managing complex projects is tough. Your team has a million moving parts to track, deadlines keep shifting, and priorities change daily.
The real challenge? Breaking down massive initiatives into digestible chunks that your team can tackle. That’s where agile epics come in—bridging your big-picture goals and the day-to-day work that gets you there.
But creating an effective agile epic template isn’t as simple as jotting down a few bullet points. You need a framework that helps you map out dependencies, track progress, and keep everyone aligned.
Once you have that epic mapped out, you’ll need to break it down into smaller user stories that your team can work on sprint by sprint. This blog offers agile templates with examples, sprint planning tips, and proven project-tracking methods.
Free Agile Epic Templates for Better Sprint Planning in 2025
What Are Agile Epic Templates?
An agile epic template is a big-picture blueprint for your agile team. It’s a structured framework that helps teams organize major chunks of work, ones too big to finish in a single sprint.
For example, if you’re building a food delivery app, the agile values might be ‘User Account Creation System.’ This would include smaller pieces like login screens, password recovery, and profile settings.
Your epic template organizes all your user stories in one place. For example, in our app example, stories might include ‘As a user, I want to sign up using my email’ or ‘As a user, I want to reset my forgotten password’.
The template also defines acceptance criteria—the specific conditions that mark a task as done. For the password reset feature, the criteria might include sending a recovery email within 30 seconds and requiring strong new passwords.
🧠 Fun Fact: The concept of breaking big tasks into smaller pieces isn’t unique to software teams. Ernest Hemingway used a similar approach in writing, breaking his novels into small, daily word-count targets.
What Makes a Good Agile Epic Template?
Want to run successful sprints? Your agile epic template should work as hard as your development team—bringing clarity to complex projects and keeping everyone focused on key deliverables.
Here’s what to look for:
- Clear naming: Use descriptive epic titles that instantly convey purpose
- Success metrics: Define how success is measured, like positive feedback rates or implementation time
- User story organization: Group stories by functionality, such as payment features or search tools
- Prioritization tools: Assign story points to balance workloads and spot bottlenecks early
- Progress tracking: Choose templates with status columns, sprint tracking, and visual indicators
- Customization options: Ensure the template adapts to different team sizes, project types, and methodologies
With the right template, your team can break down big ideas into actionable tasks, making every sprint more productive
10 Free Agile Epic Templates
Scattered tools and siloed systems slow teams down, and 60% of their time is wasted searching for and updating information.
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With agile templates built for seamless sprint planning, backlog management, and progress tracking, helps teams work faster, stay aligned, and turn ideas into action, without switching between tools.
Vani Gupta, software engineer at Hiver, a user, quotes:
Here are 10 agile epic templates to structure your Scrum events:
1. The Agile Project Management Template
Want to bring agile methods to your non-software teams? The Agile Project Management Template helps multiple teams organize their work into manageable tasks.
Here’s what makes this template stand out:
- Getting up to speed: Read through the template docs and complete learning tasks to set up your workspace hierarchy with Spaces, Folders, and Lists
- Running agile ceremonies: Schedule and manage agile meetings directly in —such as sprint planning sessions, daily standups, work demos in reviews, and retrospectives
- Managing your backlog: Organize your project pipeline, title tasks concisely, gather new requests with Forms, and prioritize tasks using Custom Fields
- Using the Kanban board: Visualize work stages, move tasks between columns, track progress, and identify workflow bottlenecks
- Setting up sprints: Create and organize sprints, assign tasks to cycles, and monitor progress using Calendar or Gantt View
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2. The User Story Template
The User Story Template helps product teams monitor user needs and requirements throughout the development process.
Here’s what you can do with this template:
- Create tasks: Use custom statuses to track each story’s progress—know where every user story stands at a glance
- Add detailed descriptions: Apply Custom Fields to ensure consistency across all user stories
- Create subtasks: Break down complex stories into nested subtasks and manage dependencies
- Easily delegate: Use comment reactions and multiple assignees to boost team communication
- Set priorities: Assign priorities to streamline backlog grooming and sprint planning
Ideal for: Agile product teams looking to improve their user story creation and management process while ensuring better alignment between development work and user needs.
3. The Basic User Story Task Template
The Basic User Story Task Template helps product teams shift from simply documenting requirements to actively addressing them. This template creates a clear path toward meeting your business goals by breaking user stories into smaller tasks.
Here’s what makes this template a game-changer for product teams:
- Custom Status tracking: Keep tabs on each story’s progress with statuses to identify bottlenecks early, so you can start planning fixes before they impact delivery
- Rich context with Custom Fields: Add user story descriptions, acceptance criteria, and story points directly in the task
- Flexible views for different needs: Switch between List View for quick updates, Gantt for timeline planning, or Calendar to manage multiple sprints. Each team member can pick the view that works best for them
- Use smart project management features: Add nested subtasks to break complex stories into manageable pieces, tag multiple team members on stories that need collaboration, and use comment reactions for quick feedback and approvals
Ideal for: Product managers and agile teams who want to organize user stories efficiently and keep development cycles moving smoothly.
💡Pro Tip: Define clear success criteria upfront. Avoid vague epics by ensuring each user story within it contributes measurable progress toward the bigger goal.
4. The Story Mapping Template
The User Story Mapping Template helps teams break down complex user needs into manageable pieces. This template excels in organizing your product backlog and mapping out the user’s journey step by step.
Here’s what makes this template stand out:
- Set up Custom Fields: Break down big user stories into smaller, manageable chunks using fields for User Persona and Problem Statement
- Source of truth: Keep track of epics and user stories in one central spot using the Sprint Backlog View
- Visualize impact: See how different features impact end users through the Story Map View
- Progress tracking: Monitor progress with custom statuses (To Do, In Progress, Review, Done)
- See bottlenecks early: Spot potential roadblocks early using the Task Board View
Ideal for: Product managers and agile teams who want to create user-focused products through organized sprint planning.
5. The Agile Scrum Management Template
Built specifically for teams following agile methodology, the Agile Scrum Management Template brings structure to everything from backlog refinement to sprint reviews.
It helps your development team stay coordinated through the entire software delivery cycle. The template comes packed with practical features to keep your team on track:
- Sprint planning & backlog: Plan sprints effectively and maintain a well-organized product backlog. Teams can estimate tasks, set priorities, and ensure everyone’s clear on upcoming work
- Progress tracking: Keep tabs on tasks through 30 different status options—from ‘Open’ to ‘Ready for Deployment’
- Multiple views:
- List View: See all tasks in one place with quick filters to focus on what needs attention
- Board View: Get a visual overview of task progress across different stages
- Process Vew: Track detailed task lifecycles from start to finish
- Welcome View: Quick guide to help new team members get started
- Daily standup support: Make daily standups more productive with built-in features. Team members can quickly update progress and flag any obstacles
Ideal for: Product managers and scrum masters who must coordinate cross-functional teams and deliver software consistently.
6. The Agile Sprint Planning Template
Want to run more focused sprint planning meetings? The Agile Sprint Planning Template helps teams plan tasks, monitor progress, and handle resources—all in one organized space.
This template makes it simple for a senior product manager to keep everyone aligned on sprint goals. You can collect user feedback during planning and use it to shape priorities.
Here’s what makes this template stand out:
- Sprint backlog items view: Pick and assign the right tasks for each sprint
- Development status view: See completed vs in-progress work at a glance
- Resources view: Access sprint materials when needed
- Getting started guide: Get a quick overview of the sprint planning workflow
Ideal for: Agile teams looking to run more organized and productive sprint planning sessions.
7. The Agile Marketing Template
The Agile Marketing Template applies agile project management principles to marketing workflows, helping teams stay nimble and deliver results quickly.
Here’s what makes this template impactful for marketing teams:
- Track team capacity: Balance workloads with the Workload View, ensuring no one’s overloaded while others have downtime
- Monitor task progress: Spot and fix delays in real time with the Progress Board View before they derail your sprint
- Organize like a pro: Stay on top of agile epic tasks with the Task List View for a clear, actionable overview
- Get your team up to speed: Quickly onboard new members with the Getting Started Guide View—ideal for agile marketing beginners
Ideal for: Marketing teams ready to embrace an agile approach to campaign planning and execution.
👀 Did You Know? Agile methodologies have been applied beyond software development. For instance, the Wikispeed team applied Agile principles to design and build a car capable of achieving over 100 miles per gallon in less than three months. This demonstrates Agile’s versatility in fostering rapid innovation across various industries.
8. The Agile Story Template
The Agile Story Template helps teams manage requirements from various stakeholders’ viewpoints, making it a vital tool for agile project management.
Here’s what makes this template stand out:
- Create separate projects: Keep related stories grouped logically, split bigger stories into bite-sized tasks that team members can tackle one at a time
- Team collaboration: Work together with stakeholders right in the template to shape requirements, and use real-time commenting to gather quick feedback
- Task management: Define clear acceptance criteria for each story and set up automated notifications when stories move through different stages
Ideal for: Agile teams that need a structured way to collect, organize, and track user requirements throughout the development process.
9. The Agile Roadmap Template
The Agile Roadmap Template helps product teams align their development plans with business goals and keep stakeholders in the loop.
Here’s how the template creates impact:
- Goal-oriented planning: Set up clear product goals and milestones using the Strategic Goals View
- Simplified feature management: Break down complex features into manageable chunks with the Product Plan View
- Seamless progress tracking: Stay on top of tasks with visual Status Views showing what’s done, in progress, or needs attention
- Big-picture alignment: Keep everyone on the same page with the Agile Product Roadmap View for a bird’s-eye perspective
Ideal for: Product managers and Agile teams who must clearly communicate product strategy while staying flexible enough to pivot when needed.
10. The Agile Sprints Events Template
Need a simple way to keep your sprint events organized? The Agile Sprints Events Template helps teams document and track all sprint-related activities in one central hub.
Here’s what makes this template particularly useful:
- Clear sprint tracking: Custom statuses let you see exactly where each task stands, from Not Started to In Progress to Done
- Detailed sprint insights: Add key details like Development Status, Epic links, and Time Estimates with Custom Fields
- Flexible progress views: Track sprints your way with List, Calendar, Timeline, and other dynamic views
- Seamless team collaboration: Built-in collaboration features and automations keep everyone in sync effortlessly
Ideal for: Agile teams who want to maintain clear documentation of their sprint events and decisions while following Agile Scrum methodology.
Put Your Epic Planning into Action with
Planning and tracking epics doesn’t have to be a headache. The right template can streamline your workflow, making it easier to manage grouping user stories, track progress, and ensure your app development team stays on the same page.
With , teams can collaborate right where the work happens—sharing updates, files, and customer feedback without switching between apps. Whether you’re planning a new mobile app or refining features in an existing project, keeps everything organized.
Need to adjust your approach?
’s flexible views let you switch between list, board, and timeline layouts to find what works best for your team. Plus, with powerful automation, you can eliminate repetitive admin tasks and focus on delivering value.
Want to see an agile epic example in action? Try today and experience how the right tools can transform your workflow—from tracking new user stories to shipping high-quality features faster. 🚀


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