What Is the Difference Between an Epic and a User Story?
In Agile software development, teams use a variety of tools and frameworks to structure work, capture requirements, and deliver value in small, iterative steps. Among the most common terms are epics and user stories. While these terms are often used interchangeably by new Agile practitioners, they are not the same thing.
Understanding the difference between epics and user stories is crucial for effective backlog management, team alignment, and delivering meaningful outcomes. In this article, we’ll explore what epics and user stories are, how they relate to one another, the benefits of using them properly, and best practices for handling them in Agile environments.
What Is a User Story?
A user story is the smallest unit of work in Agile development. It represents a single feature or requirement told from the perspective of the end user.
The most common format for writing a user story is:
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As a [type of user], I want [a goal or need] so that [benefit or outcome].
For example:
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As a registered user, I want to log into the application with my email and password so that I can access my account.
A user story should:
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Be small enough to complete in a sprint (usually a few days).
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Contain acceptance criteria that clarify what must be true for it to be considered “done.”
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Represent value for the end user or customer.
User stories are about delivering incremental value in manageable pieces.
What Is an Epic?
An epic is a larger body of work that cannot be completed within a single sprint. It often represents a broad goal, initiative, or feature that needs to be broken down into smaller user stories.
Examples of epics include:
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“Implement a secure authentication system.”
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“Launch the first version of the mobile app.”
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“Enable multi-language support for global users.”
Each of these initiatives is too big to be a single story. Instead, they are containers of multiple related user stories. For example, “Implement a secure authentication system” might include:
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User story: Login with email and password.
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User story: Reset forgotten password.
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User story: Enable two-factor authentication.
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User story: Lock account after multiple failed attempts.
Key Differences Between Epics and User Stories
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Scope
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Epic: Broad and large in scope, spanning weeks or months.
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User Story: Narrow and specific, typically completed in a sprint.
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Size
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Epic: Too big to be estimated or completed quickly.
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User Story: Small enough to be estimated and delivered within days.
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Purpose
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Epic: Defines a larger business or product outcome.
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User Story: Captures specific user needs within that outcome.
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Granularity
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Epic: High-level, strategic.
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User Story: Detailed, actionable.
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Planning Horizon
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Epic: Aligns with longer-term goals, like quarterly or annual roadmaps.
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User Story: Aligns with near-term planning, like sprint backlogs.
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Lifecycle
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Epic: Broken down into multiple stories and delivered incrementally.
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User Story: Completed and released in smaller increments.
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Why Both Are Important
Using both epics and user stories creates structure in the Agile backlog. Without epics, backlogs can become cluttered with hundreds of isolated stories, making it hard to see the big picture. Without stories, epics are too vague and can’t be acted on by development teams.
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Epics give leadership and product managers visibility into larger business objectives.
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User stories help teams translate those objectives into deliverable features.
Together, they provide both the strategic view and the tactical steps needed to build great products.
Best Practices for Managing Epics and Stories
1. Use Epics to Organize the Backlog
Epics act as categories or themes. Group related user stories under epics to maintain a structured and navigable backlog.
2. Break Down Epics Early
Don’t wait until the last minute to split epics into stories. Refinement sessions should focus on breaking epics into small, actionable user stories that can be planned into sprints.
3. Keep User Stories Independent
Each story should be independent (the “I” in INVEST criteria), meaning it can be developed and tested without waiting on other stories whenever possible.
4. Use Acceptance Criteria
Stories should include acceptance criteria to clarify when the story is “done.” Epics, being larger, may instead have success criteria or business outcomes.
5. Track Progress at Both Levels
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Use tools like Jira, Azure DevOps, or Trello to monitor epic progress through the completion of its stories.
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Ensure stakeholders see both epic-level progress (big picture) and story-level delivery (execution).
6. Timebox Epics
Epics shouldn’t remain open-ended indefinitely. Define clear objectives and decide when the epic is complete, even if some stories get moved to a new epic later.
Example: Online Learning Platform
Imagine building an online learning platform.
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Epic: Build course enrollment functionality.
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User Story: As a student, I want to search for courses by category so that I can find relevant ones.
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User Story: As a student, I want to enroll in a course so that I can access materials.
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User Story: As an admin, I want to manage enrollments so that I can track users.
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Here, the epic gives a strategic goal—enable course enrollment—while the stories capture specific user needs.
Common Mistakes to Avoid
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Treating Epics as Stories
Trying to complete an epic in a sprint leads to frustration and poor estimates. Always split epics into stories. -
Over-Specifying Epics
Epics are not detailed specifications. They are high-level placeholders that evolve as the product vision becomes clearer. -
Neglecting to Close Epics
Sometimes teams forget to close epics even after all stories are done. This makes progress tracking confusing. -
Skipping Epics Altogether
Teams that only use user stories often lose sight of broader objectives.
Conclusion
Epics and user stories are complementary tools in Agile development. Epics provide the big picture—the large initiatives and outcomes that matter to the business. User stories provide the detailed steps needed to achieve those outcomes.
Handled well, epics and stories ensure teams are working on the right things, at the right level of detail, and delivering value consistently. They prevent Agile backlogs from becoming either too vague (epics without stories) or too fragmented (stories without epics).
The takeaway is simple: Use epics to define what matters most, and use user stories to break that vision into actionable work.
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