What is the Epic Board in Mission Control?
The Epic Board in Mission Control is an advanced project management tool designed to help agile teams manage Epics, User Stories, and Actions seamlessly within the Salesforce ecosystem. Acting as a dedicated tab on the Project Overview, the Epic Board provides a structured, visual way to organize and track complex project workstreams. By leveraging the Requirement Object as an Epic, users can group related Actions across multiple Milestones, allowing teams to maintain visibility across all Sprints and departments while still aligning with agile delivery practices.
For example, when a project involves multiple departments—like Sales, Marketing, Customer Success, and Finance—each team may have its own use cases and deliverables that feed into a larger business objective. The Epic Board allows users to track these deliverables cohesively, ensuring that project teams can understand not just what’s being worked on, but how it fits into the broader Epic. This creates a holistic, contextualized view of progress across both Epics and Sprints.
Ultimately, the Epic Board helps bridge the gap between strategy and execution. It provides an intuitive structure that allows users to visualize how User Stories and Actions contribute to the completion of Epics, fostering alignment across cross-functional teams. This level of transparency ensures all stakeholders—from project managers to developers and executives—can see exactly where each deliverable stands within the agile workflow.
Key Features of the Epic Board in Mission Control
The Epic Board in Mission Control is packed with robust functionality designed to streamline agile project delivery. It features a series of Sub Tabs—Create Requirements, User Stories, Project Builder, Actions, Requirement Overview, and Requirement Analytics—each serving a specific purpose in managing agile workflows from inception to completion. These tools empower project managers to move seamlessly from planning to execution while maintaining data consistency across Salesforce.
The Create Requirements Tab allows users to define Epics (Requirements) that represent high-level deliverables or objectives within a project. Each Requirement must be associated with a Program, which ensures logical alignment across related projects. The User Stories Tab provides the flexibility to capture detailed functionality or business needs under each Epic before converting them into Actions. Once finalized, the Project Builder Tab allows teams to convert User Stories into actionable work items, assigning them to specific Milestones or Sprints for execution.
Beyond creation and conversion, the Requirement Overview and Analytics Tabs offer deep insights into project performance. The Overview tab presents both a List and a Timeline (Gantt-style) view of Actions, grouped by Requirement and Milestone, enabling drag-and-drop adjustments and intuitive reparenting of Actions. The Analytics tab, on the other hand, delivers visual dashboards such as Burn Down charts, Velocity reports, and Time Log summaries. Together, these features provide a complete agile management experience within Salesforce—enhancing visibility, accountability, and data-driven decision-making.
How to Use the Epic Board in Mission Control
Using the Epic Board in Mission Control begins with creating and relating Requirements (Epics) to a Program and Project. Once this relationship is established, users can build out their Epics using the Create Requirements tab, entering details manually or via quick-create options. For teams that operate with clearly defined User Stories, the next step is to move to the User Stories Tab, where individual stories can be written, refined, and linked to their parent Epic. Once approved, these User Stories can be converted into Actions through the Project Builder Tab, assigning each to the relevant Sprint or Milestone.
The Actions Tab provides the flexibility to manage individual tasks, view progress, and create new Actions directly from the Epic Board. Meanwhile, the Requirement Overview Tab offers two powerful perspectives: the List view, which organizes Actions by Epic and Milestone, and the Timeline view, which delivers a visual representation of the project’s progression. From here, users can drag and drop Actions to adjust their order, reassign them between Requirements or Sprints, and make inline edits to Action details—all while maintaining complete data integrity across Mission Control.
Finally, teams can analyze performance and progress through the Requirement Analytics Tab. Visual charts such as Burn Down and Velocity indicators help track how efficiently work is being completed, while additional breakdowns by Function or Role help identify bottlenecks and capacity imbalances. The flexibility of the Epic Board extends to configuration as well—administrators can control access and visibility of tabs and customize displayed fields using Field Sets, ensuring the experience is tailored to each team’s workflow.
Conclusion: The Benefits of Managing Agile Projects Using the Epic Board
The Epic Board in Mission Control provides a comprehensive, agile project management environment within Salesforce, empowering teams to plan, execute, and measure success with complete transparency. By uniting Epics, User Stories, and Actions into one cohesive view, teams can better understand how their work contributes to overall project goals. The combination of visual tracking, analytics, and drag-and-drop functionality simplifies even the most complex agile processes, ensuring all stakeholders have real-time insight into project performance.
Whether managing multiple departments, coordinating across Sprints, or balancing resource capacity, the Epic Board enhances collaboration and accountability at every level. Its seamless integration with Salesforce and alignment with agile principles make it a powerful tool for organizations that value structured flexibility and data-driven delivery. With the Epic Board, Mission Control users can ensure their projects remain on track, aligned with business objectives, and optimized for success from start to finish.
Mission Control is a comprehensive Salesforce Project Management software application. Make sure you check out our other Project Management Best Practices.
