Creating Work Items

Prerequisites

There is a Scrum project, in which you have permission to create and duplicate work items.

Creating a Work Item in a Scrum Project

1. Access the CodeArts Req homepage.
2. Go to the project homepage and choose Work > Work Items.
3. Click Create Work Item and select a work item type. For example, Story.
   Figure 1 Creating a Story
   

4. Set fields for the work item.

   For details, see Configuring Work Item Fields and Templates. Table 1 describes some default basic fields.

   Table 1 Creating a work item

   Parameter	Description
   Title	Work item name. The value can contain a maximum of 512 characters, including letters, digits, periods (.), and underscores (_).
   Tag	Tag of a work item, for example, document update. NOTE: Tags can be used only in a project that the work item belongs to.
   Description	Enter a description based on the template.
   Status	Status of a work item. Status options can be customized. The default statuses are as follows: New Developing Resolved Testing Rejected Closed When you create a work item, its status is New by default and cannot be changed.
   Assigned To	Handler of a work item. The value range is all members of the project. If a handler has a nickname, the nickname is displayed by default.
   Module	Module that a work item belongs to. NOTE: Only project administrators can configure modules. For details, see Adding Work Item Modules.
   Sprint	Sprint of a work item. Set this parameter to an existing sprint. NOTE: You can choose whether to use the start and end dates of the selected sprint for this work item.
   Planned Start Date	Planned start time of a work item. Select a date from the time control.
   Planned Delivery Date	Planned end time of a work item. Select a date from the time control.
   Order	Order of a work item. Value range: 1–100
   Priority	Priority of a work item. The options are as follows: Low Middle High
   Severity	Severity of a work item. The options are as follows: Critical Major Minor Trivial
   Notify	People who will receive messages about this work item.
   Parentld	Parent work item to which a work item belongs. Only one parent work item can be selected. NOTE: The parent work item of a bug or task is a story. The parent work item of a story is a feature. The parent work item of a feature is an epic. No parent work item can be set for an epic.
   Domain	Domain that a work item belongs to. NOTE: Only project administrators can configure domains. For details, see Adding Work Item Domains.
   Release Version	Version of a release.
   Developer	Person responsible for developing the work item. Each work item should be assigned to a fixed developer. The handler of a work item changes as the work item develops. These two fields can be used together.
   Expected	Estimated person-hours or person-days required to complete a work item.
   Actual	Actual person-hours or person-days required to complete a work item.
   Find Release Version	Product version where a bug is found. NOTE: This parameter is available only for work items of the bug type.
   Done Ratio	Progress of the work item. The value ranges from 0% to 100%. NOTE: Done Ratio of a parent work item is updated automatically based on the completion rate of its child work items.
   Story Point	Estimated workload of the story.
   Attachment	Upload required files for the work item. Click to associate files from Documentation of the project cloud, or upload local files. NOTE: The maximum size of attachments for a single work item is 50 MB.

5. After setting the fields, click Save.

   The created work item is displayed in the work item list.

Related Operations

You can perform the following operations on a new work item.

Table 2 Basic operations on work items

Operation	Description
Check work item details	In the work item list, click the title or ID of a work item to check its details.
Edit work item title	In the work item list, click in the row that contains the target work item to edit its title.
Fast create child work item	In the work item list, click and enter a child work item title to quickly create a child work item. NOTE: You can create child work items under epics, features, and stories, but cannot create child work items under tasks or bugs.
Favorite work item	In the work item list, click in the Operation column of the target work item. After the work item is favorited, the icon changes to . You can click the icon again to unfavorite it.
Copy work item	Click Clone under on the right of the target work item to copy the work item to a Scrum or Kanban project. NOTE: When copied from a Scrum project to a Kanban project, epics, features, and stories are changed to requirements, while tasks and bugs remain unchanged. You can copy basic work item information, custom fields, and attachments within a project. Only basic work item information can be copied across projects.
Archive work item	Click Archive under on the right of the target work item to archive it. Only work items in the Closed state can be archived.
Edit work item	In the work item list, click the field value in the row of the target work item to edit the corresponding field. On the work item details page, click the parameter value of the work item to be edited and save the changes.
Delete work item	In the work item list, click in the Operation column of the target work item, and select Delete to delete the work item and its subtasks. Click Delete under in the upper right corner to delete a work item and its subtasks. NOTE: If you delete work items of a Scrum project, they are permanently deleted and cannot be restored.
Batch operation	Select multiple work items and perform the following operations: Batch cloning Batch editing Batch archiving Batch deletion Batch export