Free Agile Epic Templates in All Formats

By Lulu Richter | August 13, 2024

We’ve gathered the most useful free Agile epic templates in Excel, Microsoft Word, PowerPoint, Google Docs, Google Slides, and Google Sheets formats.

Included in this article, you’ll find the following:

Basic Agile Epic Template

Basic Agile Epic Template Example

Download a Blank Basic Agile Epic Template for 
Excel  | Microsoft Word  | Google Docs | Google Sheets

Download a Sample Basic Agile Epic Template for 
Excel  |  Microsoft Word  | Google Docs | Google Sheets

When to Use This Template: This basic Agile epic template is perfect for structuring and organizing user stories within an epic, ensuring clarity and traceability for Agile teams. It helps teams visualize the workflow and align with an epic’s objectives.

Notable Template Features: Available in a blank version or with sample text, this template includes columns for the Agile user epic ID, the user role, the desired functionality, and multiple user story IDs. This structure allows you to track each epic and its related user stories in great detail, enhancing project management efficiency.

If you need efficient tracking and reporting tools, check out these free Agile project management Excel templates.

Smartsheet Agile Project Template

Plan, manage, and visualize your projects with Smartsheet.

Smartsheet simple agile project template

Track a hierarchy of tasks by start date, end date, duration, and status, set dependencies to visualize changes to the timeline, and report progress to stakeholders. Agile teams can stay aligned and adapt quickly with progress tracking, task assignments, and automated workflows.

Use the Smartsheet Agile Project Template

Basic Agile Epic Slide Template

Basic Agile Epic Slide Template Example

Download a Blank Basic Agile Epic Slide Template for
PowerPoint  | Google Slides

Download a Sample Basic Agile Epic Slide Template for
PowerPoint  | Google Slides

When to Use This Template: Use this basic Agile epic slide template to organize the primary themes of a project, detailing its epics and their associated tasks or user stories. The template is particularly helpful for planning and communicating a project’s scope.

Notable Template Features: Available in a blank version or with example text, this presentation-ready template includes sections for overarching project themes, epic names, and related tasks or user stories. This layout allows you to clearly outline and easily access all key project elements.

To enhance your user journey visualization and feature prioritization, see this guide to user story mapping.

Agile Epic Requirements Template

Agile Epic Requirements Template Example

Download a Blank Agile Epic Requirements Template for
Excel  |  Microsoft Word

Download a Sample Agile Epic Requirements Template for
Excel  |  Microsoft Word

When to Use This Template: This Agile epic requirements template lets you document the comprehensive requirements for an epic, including objectives and expected outcomes. This tool is particularly useful for aligning team efforts and tracking progress against business goals.

Notable Template Features: Available in a blank version or with sample text, this template includes fields for your project's date, epic name, epic owner, epic description, business case, scope and boundaries, and acceptance criteria. This structure helps you chronicle and clearly communicate all critical aspects of an epic.

For more help defining and managing requirements effectively, check out this comprehensive collection of free user story templates.

Advanced Agile Epic Feature Slide Template

Advanced Agile Epic Feature Slide Template

Download an Advanced Agile Epic Feature Slide Template for
PowerPoint  | Google Slides

When to Use This Template: Employ this advanced Agile epic feature slide template to visually manage and track the progress of epics through multiple stages, from backlog to completion. This template is especially useful for detailed project planning and monitoring.

Notable Template Features: This template features a Gantt chart timeline for phases and epics. The tool also includes a Kanban board that displays the product backlog, the current sprint backlog, and the development, test, and completion of your various epics. This design allows you to visualize the project timelines and workflow stages of your Agile epics. 

Agile Epic Roadmap Template

Agile Epic Roadmap Template Example

Download a Blank Agile Epic Roadmap Template for
Excel  | Microsoft Word  |  PowerPoint

Download a Sample Agile Epic Roadmap Template for
Excel  |  Microsoft Word  |  PowerPoint

When to Use This Template: This Agile epic roadmap template is ideal for planning and tracking the execution of Agile epics over multiple sprints. It helps teams visualize progress and align their efforts with a project’s timeline.

Notable Template Features: Available with or without example text, this template includes a Gantt chart timeline, broken down into sprint-by-sprint columns. This format helps you plan and monitor epic progress throughout a project’s lifecycle.

To create a roadmap that aligns with your strategic initiatives, explore this detailed guide to Agile product roadmaps.

Agile Epic Roadmap Slide Template

Agile Epic Roadmap Slide Template Example

Download a Blank Agile Epic Roadmap Slide Template for
PowerPoint  | Google Slides

Download a Sample Agile Epic Roadmap Slide Template for
PowerPoint  | Google Slides

When to Use This Template: Use this Agile epic roadmap slide template to present the planning and tracking of your Agile epics across multiple releases to team members and stakeholders. The template is particularly useful for conveying project timelines and progress in a clear, visual format.

Notable Template Features: Available with or without sample text, this template includes release-by-release columns that help you organize and track epics. This format enables you to present projects clearly and to ensure that you’ve aligned all stakeholders concerning progress and upcoming milestones.

For ready-to-use planning tools, check out these free Agile product roadmap templates.

Agile Epic Scaled Agile Framework (SAFe) Template

Epic Scaled Agile Framework SAFe Template

Download an Agile Epic Scaled Agile Framework (SAFe) Template for
Microsoft Word  | Google Docs

When to Use This Template: Use this Agile epic Scaled Agile Framework (SAFe) template to thoroughly document and manage large-scale epics within the Scaled Agile Framework, ensuring alignment with business goals and strategic themes. This tool is particularly useful for coordinating across multiple teams and stakeholders.

Notable Template Features: This template includes detailed sections for the epic overview, business context, value proposition, and implementation strategy. It provides a comprehensive framework for capturing all critical aspects of an epic, from its initial hypothesis to its final approval and tracking.

Agile Epic Scaled Agile Framework (SAFe) Roadmap Slide Template

Scaled Agile Framework SAFe Roadmap Template EXAMPLE

Download a Blank Agile Epic Scaled Agile Framework (SAFe) Roadmap Slide Template for
PowerPoint  | Google Slides

Download a Sample Agile Epic Scaled Agile Framework (SAFe) Roadmap Slide Template for
PowerPoint  | Google Slides

When to Use This Template: Use this SAFe roadmap slide template to plan and track epics release by release, especially for program increment (PI) planning. This tool is ideal for presenting detailed plans and progress to team members and stakeholders.

Notable Template Features: Available with or without example text, this template includes columns for release-by-release planning and tracking, with sections for program increment objectives and stretch objectives. This layout helps you visualize the roadmap and key objectives for each program increment. 

Agile Epic Backlog Template

Agile Epic Backlog Template

Download a Blank Agile Epic Backlog Template for
Excel  | Microsoft Word  | Google Sheets

Download a Sample Agile Epic Backlog Template for
Excel  |  Microsoft Word  | Google Sheets

When to Use This Template: Use this template to groom backlog and review epics, so you can make sure to set priorities and track progress efficiently. This tool enables Agile teams to organize and update their backlogs on a consistent basis.

Notable Template Features: Available with or without sample text, this template includes fields for the Agile epic ID, user story format, desired outcome, priority drop-down list, sprint number, and status drop-down list. This structure lets you clearly document and easily track epics throughout their lifecycle. 

Agile Epic Kanban Board Template

Agile Epic Kanban Board Template

Download an Agile Epic Kanban Board Template for
Excel  | Google Sheets

When to Use This Template: Use this Agile epic Kanban board template to visually manage and track the progress of Agile epics across different stages, from backlog to completion. This tool allows you to maintain transparency and ensure workflow efficiency.

Notable Template Features: This template includes columns for epics that are in the backlog, to-do, in progress, testing, and complete stages. This layout helps teams clearly see the status of each epic and identify any bottlenecks in the workflow. 

Perfect Your Agile Epics with Agile Epic Templates from Smartsheet

From simple task management and project planning to complex resource and portfolio management, Smartsheet helps you improve collaboration and increase work velocity -- empowering you to get more done. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.

 

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