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.
• By using a saved view
  1. Click the search box in the R&D requirement 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.

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 import template file is displayed in the lower part of the page. Save the file to the local PC and fill in data. The template file should be named in the following format: Project name + "-" + Module name (for example, Task) + Template.

3. Fill in the fields on the Task - List sheet.

   For details about how to set parameters, see the Task - Import Rules sheet in the template file.

4. Drag or click to select a file to be imported.
5. Click Import. The import progress dialog box is displayed.
   • After the import is successful, you can view the imported task information in the task list.
   • If the import fails, a message is displayed in the upper right corner of 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 again.
     NOTE:

     For details about operations on import records, see Viewing Work Item Import/Export Records.

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 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, the task file will be automatically downloaded to the local PC. The file format is .xlsx.

   NOTE:

   For details about operations on export records, see Viewing Work Item Import/Export Records.

Configure fields to display

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 immediately.

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 50 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 upload attachments for tasks.

Add and check related items

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.
   Figure 3 Related items
   
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 Task: tasks included in the current task.

     Each task can be broken down into a maximum of 10 child tasks at a time. One child task 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: associated work items of other types in the project.

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

   • Files: files corresponding to the task.

     Select a file associated with the current task. You can upload a local file.

   • Wiki: wikis corresponding to the task.

     Select a wiki associated with the current task. You can create a wiki.

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

Add workload

1. Go to the details page of a work item and click Workload.
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 adding.

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 requirement ID in the RR list.

4. (Optional) Hide a tag.
   • Click next to Tag. In the displayed dialog box, deselect √ to hide the tag.
     Figure 4 Hiding a tag - 01
     
   • Move the cursor to the tag name and click to hide the tag.
     Figure 5 Hiding a tag - 02
     
     NOTE:

     If you need to add tags for multiple work items, you can select the desired work item, click Batch Edit in the lower part of the page, and select Tag.

You must have permission to edit tasks.

Add comment

1. Go to the work item details page.
2. On the Details tab page, click the Comments text box.
   Figure 6 Adding a 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.