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Create Work

Click the icon in the lower right corner of your screen or press hotkey "C" to create new work.

Create work in Bulk​

  1. Hover on the icon in the lower right corner.
  2. Click the "Bulk Create " icon to create multiple work items at once.
  1. Write out a list of tasks to quickly create multiple work items at once. Press ‘Enter’ to separate each work item.

Work Type​

Work Type indicates the category of a particular work item. For instance, a bug, a user story, or a test case.

Select the Work Type best suited to your project.

note

You can customize Work Types if the default options don't suit your needs.

Default Fields​

  • Project: A mandatory field for work. Each work item must belong to a specific project. Once the work item is created, the project it belongs to can not be changed.
  • Sprint: The iteration the work item belongs to. Only available when Sprint feature is enabled for current project.
  • Due time: Let your teammates know when a task should be completed by.
  • Member fields: Out of the box there are three member fields: owner, assignee and followers. You can also add custom member fields, such as Product Owner.
  • Work Title: The title of a particular work item.
  • Tags: Give your work additional context that can be used to filter or categorize work for easy viewing.
  • Anchor: A quick way to get to linked work, subtasks, and attachments.
  • Description: Allow you to describe the work in detail. Markdown syntax is supported.
  • Linked Work: Add dependencies to work, and get a comprehensive view of your work's context and progress.
  • Subtasks: Split larger work into smaller, actionable items.
  • Attachments: Upload a file for reference.
  • Comments: Add comments to work items, such as questions, answers, or extra information.

Custom Fields​

In addition to the default fields, you add custom fields to the work details pane.

To add fields or modify the layout of the work details pane, click and select Customize. Refer to work types on how to customize fields and layout.

Quick Actions for Work Items​

Copy Work ID & Link​

  1. Click theicon to copy the work link.
  2. Click the work ID to copy it.
  3. Hover on the work ID to copy either the ID&Title or the ID&Title&Link.

Pin Work​

You can pin work to the bottom right corner of your screen for easy access.

To pin a work item, click the icon inside that work item’s detail pane. Click the icon to unpin.

Duplicate Work​

Click the icon inside that work item’s detail pane and select Duplicate.

The duplicated work will default to the current project, but you can change this by hovering over the project name and selecting another.

Customize Work Item Detail Pane​

You can add fields or adjust the layout of a work item’s detail pane according to the needs of your project. To customize the detail pane, Click the icon and select Customize.

Pin fields to the top​

On the details pane, each user can pin their commonly used fields to the top for easy access.

Hover on the field, and click theicon to pin it to the top. Click theof the pinned field to move it back.

Delete work​

Click theicon and select Delete to delete that work item.