Managing Tasks

Search for task

• By adding filters
  1. Click the search box in the task list and select one or more filters to search for tasks.
  2. To clear all filters and display all data, click on the right of the search bar.
  3. Query results can be displayed in tree, list, or Gantt chart view.
• By using a saved view
  1. Click the search box in the task list and select one or more filters.
  2. Click on the rightmost of the search bar, and enter a view name.
  3. Click OK. The created view is displayed next to the Task button.
  4. Select the created view to query the tasks that meet the search criteria.

     Views can be shared with others, modified, and deleted.

Assign task

You can assign tasks to other projects for collaborative management. The operations for collaborative task assignment are similar to those for R&D requirements. Perform these operations on the Tasks tab of the project by following relevant instructions and procedures in Assigning Work Items and Operations Related to Work Item Assignment.

Receive assigned task

Perform this operation when another project assigns a task to your project.

The operations for assigned task reception are similar to those for R&D requirements. Perform these operations on the Tasks tab of the project by following relevant instructions and procedures in Receiving Work Items and Operations Related to Receiving Work Items.

Import work items

Use the provided template to import tasks in batches.

1. In the task list, click on the right of the search bar and select Import.
2. In the displayed dialog box, click Download Template.

   The template file should be named in the following format: Project name + "-" + Module name (for example, Task) + Template. You can edit the name of the downloaded template.

3. Fill in the fields on the Task Import sheet.

   For details about how to set parameters, see the Notes and header instructions in the template file.

4. Drag and drop the desired file to the import area or click the import area and select the file.
5. Click Next. The verification progress dialog box is displayed.

   After the verification progress reaches 100%, close the dialog box and view the verification result. If the mandatory fields fail the verification, the import is not allowed, while the verification result of optional fields does not affect the import.

   • If the verification is successful, click Confirm Import.
   • If the verification fails, modify the file based on the verification result. Click Last step to import the modified file.
6. After the verification is successful, click Confirm Import. The import progress dialog box is displayed. You can click Check progress in the dialog box to go to the Import/Export Records page to view the import records.
7. After the import is successful, view the imported information in the task list.
   • If the import fails, a message is displayed on the page. Click View Failure Details in the message to view the failure details. You can modify the requirement information based on the details and import the template file again.

Export work items

Export requirements in batches to an Excel file.

1. Export some or all tasks.
   • Export all: On the Tasks page, click on the right of the search bar and choose Export. The Select Fields to Export dialog box is displayed.
   • Export some: In the task list, select one or more tasks to be exported and click Export Selected at the bottom of the page. The Select Fields to Export dialog box is displayed.
2. Select the fields to be exported and determine whether to export child tasks.
3. Click Export. A dialog box is displayed, indicating the export progress.
   • After the tasks are exported, click Download. The task file will be downloaded to the local PC. The file format is .xlsx.

Configure fields to display

Migrate tasks in batches

You can migrate tasks to another project. After the migration, these tasks do not need to be processed in the current project.

Clone items across projects

Constraints

• Only tasks can be cloned. The workload, associated work item, tag, and release sprint fields will be cleared.
• You must have permission to create and clone tasks for the target project.
• Tasks can be cloned only to projects of the same type.
• You can clone up to 50 tasks at a time.

Procedure

1. Select the tasks to clone in the task list and click Cross-Project Copy in the lower part of the page. The Cross-Project Copy window is displayed.
2. Select a target project from the drop-down list. You can select only a project to which you have joined and must have permission to create and clone tasks for the target project.
3. Click Next. The window for setting mandatory fields is displayed. Select the target owner from the drop-down list (the current operator is selected by default). Mandatory fields are those on the task creation page of the target project.
4. Click OK. The tasks are cloned to the target project.
5. Go to the target project to view the cloned tasks.

Transition statuses in batches

Constraints

• The selected tasks must be in the same status.
• You must have permission to set statuses for tasks.
• Mandatory fields of the selected tasks are all filled.

Procedure

1. Select the target tasks in the task list and click Batch Transfer in the lower part of the page. The Batch Transfer window is displayed.
2. Select the target status from the drop-down list.
3. Click Next.
4. Set mandatory fields. The mandatory fields are set on the In-transition GUI Config tab page of the project's task status flow configuration page.
5. Click OK.

Perform batch operations

You can select multiple tasks to perform operations in batches: edit, suspend/unsuspend, export, delete, cross-project clone, and transition.

Group tasks

You can group work items by any supported field type.

Constraints

• A maximum of 1,000 work items can be displayed during grouping.
• The supported field types include single-choice list, multi-choice list, single-choice user, multi-choice user, hierarchy, and date.

• For projects in a program (after sub-project aggregation is enabled), grouping by release, sprint, module, feature set, or tag is unavailable.

Procedure

1. On the Tasks page, click Group.
2. On the displayed page, select the fields used to group work items.
   • You can sort work items in ascending or descending order.
   • You can enter a keyword to search for fields.
   • When work items are grouped by multi-select list or multi-select user, the same work item may appear in multiple groups.
   • You can click No grouping to ungroup work items.

Version snapshots

Snapshots include plan management snapshots, feature tree snapshots, and work item snapshots. A version snapshot is a work item snapshot. Its name is automatically generated by the system.

Constraints

A work item can have a maximum of 1,000 snapshots.

Procedure

1. In the task list, select the work items for which you want to create a snapshot.
2. Click in the lower part of the page to take a snapshot of the selected work items. A message is displayed in the upper right corner of the page, indicating that the operation is successful. The snapshot is a work item snapshot. Its name is automatically generated by the system.

   The format of the work item snapshot name is: Work item type + "v" + Year + "." + Month + "." + Day + "." + Number of versions generated on the current day.

   For example, if a task is snapshotted for the first time on March 25, 2026, its snapshot name generated by the system is Task v26.03.25.1.

   NOTE:

   You can also go to the work item details page, click in the upper right corner, and select Version Snapshot to create a snapshot for the work item.

3. (Optional) Click the work item name to go to its details page, click , and select Version History to view the generated snapshots.

Edit work item

On the task details page, click the value box of the field to be modified, and enter a target value in the text box or select one from the drop-down list. The modification is saved automatically.

You must have permission to edit tasks.

Change work item status

Go to the work item details page, click the Status field, and transition the work item to the target status. For details about status transition, see Table 1.

You must have permission to set statuses for tasks.

Upload attachment

Attachments can be pictures, workbooks, manuscripts, and text files. A maximum of 100 attachments can be added to each work item, and their total size cannot exceed 500 MB.

1. Go to the work item details page, and click the Attachment tab.
2. Click the box to select a local file or drag the file here to upload it as an attachment for the work item.

   Local files can be directly dragged to the text box. When the upload progress reaches 100%, the system displays a message indicating that the attachment is uploaded successfully.

   Move the cursor to the file that is successfully uploaded. The operations that can be performed are displayed.

   • Click to download the file.
   • Click to delete the uploaded file.

You must have permission to edit or upload attachments for tasks.

Add and check related item

A work item can be associated with other types of work items in a project.

1. Go to the work item details page and click the Related Items tab.
2. Complete association.
   • Parent Task: parent task to which a task belongs.

     You can choose Associated Items > Parent Task of a child task to view the task only when the task contains child tasks.

   • Child Work Items: child tasks included in the current task.

     A maximum of 10 child requirements can be created at a time. One child requirement is displayed by default and cannot be deleted.

     1. Click Break Down. The Break Down Child Tasks window is displayed.

     2. Configure the information about the child task. Click to expand and configure more information.

     3. Click OK. The child task is created successfully. The child task is automatically displayed under the parent task in the task list.

   • Associate Work Item: Associate work items of any type in the project.

     Work items of the RR, SF, IR, SR, AR, task, and bug types can be associated.

   • Associated open issue review form: reviews that include the review and approval comments related to the work item.
   • Code Commit Record: code commit records related to the task.

     Related information is displayed only when the current task is associated during code commit.

   • Code Branch: code branch corresponding to a task.

     Related information is displayed only when a code branch is associated with the current task.

   • Code Merge & Change Request: code merge and change requests corresponding to a task.

     Related information is displayed only when a submitted merge or change request is associated with the current task.

   • External Link: External links associated with the current work item.
     • Add Link: Click "Add Link", fill in "Link Name" and "Link" in the pop-up window, where "Link" must start with "https://" and cannot contain invalid characters. Invalid characters refer to spaces, Chinese characters, or other characters that cause the URL to be invalid. After setting, click "OK" to complete the creation of the link. After completing the settings, click "OK" to finish creating the new link.

       After a new link is successfully created, click "External Link" to view, edit, copy, or delete the link.

       

     • Copy a link: Click on the right of the link to be copied.
     • Edit a link: Click on the right of the row where the link to edit is located. In the displayed dialog box, you can change the link name and link.
     • Delete a link: Click on the right of the link to be deleted. In the displayed dialog box, click Delete.

You must have permission to associate/dissociate parent task, create subtasks, associate/dissociate work items, associate/dissociate files, and associate/dissociate wikis for tasks.

Add workload

1. Go to the work item details page and click the Workload tab.
2. Click Add Workload. The Add Workload dialog box is displayed.
3. Enter the workload information.
   • The end date cannot be earlier than the start date.
   • Decide whether to select Weekends included. If not, weekend workload records will not be generated.
   • You can select Total or Daily for Workload.
   • Work Type options include backend development, frontend development, UI design, replacement leave, debugging, and general. You can also customize the value by referring to Creating Work Types.
4. Click OK.

   The system automatically generates corresponding records based on the entered dates and days.

   The workload can be edited and deleted.

You must have permission to add person-hours for tasks.

Workloads can be edited and deleted by the creator. By default, the project administrator can edit and delete all workloads.

View operation history

History displays all operation logs of users, including creation, status transition, review initiation, work item association, and workload addition.

1. Go to the work item details page.
2. Click the History tab.
   • Click or to check historical records in the ascending or descending order of operation time.
   • You can set search criteria to query historical records that meet the search criteria.

You must have permission to view tasks.

Tag work item

1. Go to the work item details page. Click next to Tag at the top of the page, and select Create Tag.

   The added tag is displayed in the Tag area.

2. In the Create Tag dialog box, set Tag Name and select Tag Color.
3. Click OK.

   The new tag is displayed next to the task ID in the task list.

4. (Optional) Hide a tag.
   • Click next to Tag. In the displayed dialog box, deselect √ to hide the tag.
   • Move the cursor to the tag name and click to hide the tag.
     Figure 2 Hiding a tag - 02
     
     NOTE:

     To add or remove tags for multiple work items, select the desired work items, click Batch Edit in the lower part of the page, and select Tag.

You must have permission to edit tasks.

Add attachment

Perform the following operations to add attachments to a work item. You can upload/drag-and-drop a local file or choose a file in CodeArts Wiki.

1. Access the page for creating or editing a work item.
2. Click to add attachments to the work item. The maximum size of attachments for a single work item is 500 MB.

You must have permission to upload attachments for tasks.

Add comment

1. Go to the work item details page.
2. On the Details tab page, click the Comments text box.
   Figure 3 Add comment
   
3. Enter a comment.

   You can upload images, enter links, associate work items, and use @ to notify project members in comments.

4. Click Submit.

   Submitted comments can be replied, edited, pinned to the top, and deleted.

You must have permission to view tasks.

History versions

For work items with snapshots, you can view their historical versions and compare the differences between them.

1. Go to the work item details page, click in the upper right corner, and select Version History.
2. In the Version History dialog box, select two versions and click Compare Versions. On the Work Item Version Comparison page, view the differences between the original version and the compared version. You can click in the upper right corner and enable Hide Identical Items to view only the differences between the two versions.
3. On the Work Item Version Comparison page, click to return to the Version History page. Hover over a snapshot version. is displayed. Click to delete the snapshot.
   NOTE:

   If a work item has a third-party snapshot or its child work items have third-party snapshots and the child work items cannot be separated from the current work item, the snapshot cannot be deleted.

You must have permission to view tasks.

To delete a snapshot, you must have permission to delete tasks.