Managing Work Item Statuses and Transitions

Prerequisites

A Scrum project is available, and you have permission to customize work items for the project.

Managing Epic Statuses and Transitions

• Configuring work item statuses
  1. Access the CodeArts Req homepage.
  2. Go to a Scrum project and choose Settings > Work.
  3. In the navigation pane, choose Epics > Statuses and Transitions. The Statuses tab page is displayed by default.
     Figure 1 Managing epic statuses
     
  4. Add, create, or delete statuses.
     • Click Add Existing Status, select a status from the drop-down list, and click OK.
     • Click Create Status. In the dialog box that is displayed, set the status name (for example, CustomStatus1), category (for example, Doing), and description, and click Add.

       The new status is displayed in the current work item status list and on the Transitions tab page.

       You can delete the added status as required.

  5. Press and hold on the left of a status name to rearrange the work item status by drag-and-drop.
• Configuring work item transitions

  Configure the transitions between work item statuses. Then click the status of a work item on the work item list page to check the transition.

  1. Access the CodeArts Req homepage.
  2. Go to a Scrum project and choose Settings > Work.
  3. In the navigation pane, choose Epics > Statuses and Transitions. Then click the Transitions tab.
     Figure 2 Epic status transitions
     
  4. Select the allowed statuses and click Save.
  5. (Optional) After the configuration is complete, check the status of ceshi01 in the work item list.
     Figure 3 Epic status transition
     
• Configuring automated status transition rules

  Configure the handler options, default handler option, default comments, and whether comments are mandatory for work items transitioning to a specific status. In addition, specify the target status work items will transition to when a specific code message is committed. This configuration can improve your project efficiency.

  1. Specify a handler for work items in a specified status.
     • Access the CodeArts Req homepage.
     • Go to a Scrum project and choose Settings > Work.
     • In the navigation pane, choose Epics > Statuses and Transitions. Click the Automation tab. By default, Change Handler is selected.
       Figure 4 Specifying handlers for epic statuses
       
     • Click in the row of a target status (for example, ceshi01). Then configure the handler options, default handler option, default comments, and whether comments are mandatory for work items that transition to the cehsi01 status.
       Figure 5 Configuring a status transition rule
       
     • Click OK. The rule applies when work items transition to this status.
       Figure 6 Epic status transition
       
  2. Specify a transition status for a code commit message
     • Access the CodeArts Req homepage.
     • Go to a Scrum project and choose Settings > Work.
     • In the navigation pane, choose Epics > Statuses and Transitions. Click the Automation tab, and select Change Status.
       Figure 7 Specifying transition statuses for different code commit messages
       
     • Toggle on or off the switch in the Apply column. Once the switch is toggled on, work items whose associated code commits contain the corresponding keyword in the commit message will automatically transition to the target status.

Managing Feature Statuses and Transitions

• Configuring work item statuses
  1. Access the CodeArts Req homepage.
  2. Go to a Scrum project and choose Settings > Work.
  3. In the navigation pane, choose Features > Statuses and Transitions. The Statuses tab page is displayed by default.
     Figure 8 Managing feature statuses
     
  4. Add, create, or delete statuses.
     • Click Add Existing Status, select a status from the drop-down list, and click OK.
     • Click Create Status. In the dialog box that is displayed, set the status name (for example, CustomStatus1), category (for example, Doing), and description, and click Add.

       The new status is displayed in the current work item status list and on the Transitions tab page.

       You can delete the added status as required.

  5. Press and hold on the left of a status name to rearrange the work item status by drag-and-drop.
• Configuring work item transitions

  Configure the transitions between work item statuses. Then click the status of a work item on the work item list page to check the transition.

  1. Access the CodeArts Req homepage.
  2. Go to a Scrum project and choose Settings > Work.
  3. In the navigation pane, choose Features > Statuses and Transitions. Then click the Transitions tab.
     Figure 9 Feature status transitions
     
  4. Select the allowed statuses and click Save.
  5. (Optional) After the configuration is complete, check the status of ceshi01 in the work item list.
     Figure 10 Feature status transition
     
• Configuring automated status transition rules

  Configure the handler options, default handler option, default comments, and whether comments are mandatory for work items transitioning to a specific status. In addition, specify the target status work items will transition to when a specific code message is committed. This configuration can improve your project efficiency.

  1. Specify a handler for work items in a specified status.
     • Access the CodeArts Req homepage.
     • Go to a Scrum project and choose Settings > Work.
     • In the navigation pane, choose Features > Statuses and Transitions. Click the Automation tab. By default, Change Handler is selected.
       Figure 11 Specifying handlers for feature statuses
       
     • Click in the row of a target status (for example, ceshi01). Then configure the handler options, default handler option, default comments, and whether comments are mandatory for work items that transition to the cehsi01 status.
       Figure 12 Configuring a status transition rule
       
     • Click OK. The rule applies when work items transition to this status.
       Figure 13 Feature status transition
       
  2. Specify a transition status for a code commit message
     • Access the CodeArts Req homepage.
     • Go to a Scrum project and choose Settings > Work.
     • In the navigation pane, choose Features > Statuses and Transitions. Click the Automation tab, and select Change Status.
       Figure 14 Specifying transition statuses for different code commit messages
       
     • Toggle on or off the switch in the Apply column. Once the switch is toggled on, work items whose associated code commits contain the corresponding keyword in the commit message will automatically transition to the target status.

Managing Story Statuses and Transitions

• Configuring work item statuses
  1. Access the CodeArts Req homepage.
  2. Go to a Scrum project and choose Settings > Work.
  3. In the navigation pane, choose Stories > Statuses and Transitions. The Statuses tab page is displayed by default.
     Figure 15 Managing story statuses
     
  4. Add, create, or delete statuses.
     • Click Add Existing Status, select a status from the drop-down list, and click OK.
     • Click Create Status. In the dialog box that is displayed, set the status name (for example, CustomStatus1), category (for example, Doing), and description, and click Add.

       The new status is displayed in the current work item status list and on the Transitions tab page.

       You can delete the added status as required.

  5. Press and hold on the left of a status name to rearrange the work item status by drag-and-drop.
• Configuring work item transitions

  Configure the transitions between work item statuses. Then click the status of a work item on the work item list page to check the transition.

  1. Access the CodeArts Req homepage.
  2. Go to a Scrum project and choose Settings > Work.
  3. In the navigation pane, choose Stories > Statuses and Transitions. Then click the Transitions tab.
     Figure 16 Story status transitions
     
  4. Select the allowed statuses and click Save.
  5. (Optional) After the configuration is complete, check the status of ceshi01 in the work item list.
     Figure 17 Story status transition
     
• Configuring automated status transition rules

  Configure the handler options, default handler option, default comments, and whether comments are mandatory for work items transitioning to a specific status. In addition, specify the target status work items will transition to when a specific code message is committed. This configuration can improve your project efficiency.

  1. Specify a handler for work items in a specified status.
     • Access the CodeArts Req homepage.
     • Go to a Scrum project and choose Settings > Work.
     • In the navigation pane, choose Stories > Statuses and Transitions. Click the Automation tab. By default, Change Handler is selected.
       Figure 18 Specifying handlers for story statuses
       
     • Click in the row of a target status (for example, ceshi01). Then configure the handler options, default handler option, default comments, and whether comments are mandatory for work items that transition to the cehsi01 status.
       Figure 19 Configuring a status transition rule
       
     • Click OK. The rule applies when work items transition to this status.
       Figure 20 Story status transition
       
  2. Specify a transition status for a code commit message
     • Access the CodeArts Req homepage.
     • Go to a Scrum project and choose Settings > Work.
     • In the navigation pane, choose Stories > Statuses and Transitions. Click the Automation tab, and select Change Status.
       Figure 21 Specifying transition statuses for different code commit messages
       
     • Toggle on or off the switch in the Apply column. Once the switch is toggled on, work items whose associated code commits contain the corresponding keyword in the commit message will automatically transition to the target status.

Managing Task Statuses and Transitions

• Configuring work item statuses
  1. Access the CodeArts Req homepage.
  2. Go to a Scrum project and choose Settings > Work.
  3. In the navigation pane, choose Tasks > Statuses and Transitions. The Statuses tab page is displayed by default.
     Figure 22 Managing task statuses
     
  4. Add, create, or delete statuses.
     • Click Add Existing Status, select a status from the drop-down list, and click OK.
     • Click Create Status. In the dialog box that is displayed, set the status name (for example, CustomStatus1), category (for example, Doing), and description, and click Add.

       The new status is displayed in the current work item status list and on the Transitions tab page.

       You can delete the added status as required.

  5. Press and hold on the left of a status name to rearrange the work item status by drag-and-drop.
• Configuring work item transitions

  Configure the transitions between work item statuses. Then click the status of a work item on the work item list page to check the transition.

  1. Access the CodeArts Req homepage.
  2. Go to a Scrum project and choose Settings > Work.
  3. In the navigation pane, choose Tasks > Statuses and Transitions. Then click the Transitions tab.
     Figure 23 Task status transitions
     
  4. Select the allowed statuses and click Save.
  5. (Optional) After the configuration is complete, check the status of ceshi01 in the work item list.
     Figure 24 Task status transition
     
• Configuring automated status transition rules

  Configure the handler options, default handler option, default comments, and whether comments are mandatory for work items transitioning to a specific status. In addition, specify the target status work items will transition to when a specific code message is committed. This configuration can improve your project efficiency.

  1. Specify a handler for work items in a specified status.
     • Access the CodeArts Req homepage.
     • Go to a Scrum project and choose Settings > Work.
     • In the navigation pane, choose Tasks > Statuses and Transitions. Click the Automation tab. By default, Change Handler is selected.
       Figure 25 Specifying handlers for task statuses
       
     • Click in the row of a target status (for example, ceshi01). Then configure the handler options, default handler option, default comments, and whether comments are mandatory for work items that transition to the cehsi01 status.
       Figure 26 Configuring a status transition rule
       
     • Click OK. The rule applies when work items transition to this status.
       Figure 27 Task status transition
       
  2. Specify a transition status for a code commit message
     • Access the CodeArts Req homepage.
     • Go to a Scrum project and choose Settings > Work.
     • In the navigation pane, choose Tasks > Statuses and Transitions. Click the Automation tab, and select Change Status.
       Figure 28 Specifying transition statuses for different code commit messages
       
     • Toggle on or off the switch in the Apply column. Once the switch is toggled on, work items whose associated code commits contain the corresponding keyword in the commit message will automatically transition to the target status.

Managing Bug Statuses and Transitions

• Configuring work item statuses
  1. Access the CodeArts Req homepage.
  2. Go to a Scrum project and choose Settings > Work.
  3. In the navigation pane, choose Bugs > Statuses and Transitions. The Statuses tab page is displayed by default.
     Figure 29 Managing bug statuses
     
  4. Add, create, or delete statuses.
     • Click Add Existing Status, select a status from the drop-down list, and click OK.
     • Click Create Status. In the dialog box that is displayed, set the status name (for example, CustomStatus1), category (for example, Doing), and description, and click Add.

       The new status is displayed in the current work item status list and on the Transitions tab page.

       You can delete the added status as required.

  5. Press and hold on the left of a status name to rearrange the work item status by drag-and-drop.
• Configuring work item transitions

  Configure the transitions between work item statuses. Then click the status of a work item on the work item list page to check the transition.

  1. Access the CodeArts Req homepage.
  2. Go to a Scrum project and choose Settings > Work.
  3. In the navigation pane, choose Bugs > Statuses and Transitions. Then click the Transitions tab.
     Figure 30 Bug status transitions
     
  4. Select the allowed statuses and click Save.
  5. (Optional) After the configuration is complete, check the status of ceshi01 in the work item list.
     Figure 31 Bug status transition
     
• Configuring automated status transition rules

  Configure the handler options, default handler option, default comments, and whether comments are mandatory for work items transitioning to a specific status. In addition, specify the target status work items will transition to when a specific code message is committed. This configuration can improve your project efficiency.

  1. Specify a handler for work items in a specified status.
     • Access the CodeArts Req homepage.
     • Go to a Scrum project and choose Settings > Work.
     • In the navigation pane, choose Bugs > Statuses and Transitions. Click the Automation tab. By default, Change Handler is selected.
       Figure 32 Specifying handlers for bug statuses
       
     • Click in the row of a target status (for example, ceshi01). Then configure the handler options, default handler option, default comments, and whether comments are mandatory for work items that transition to the cehsi01 status.
       Figure 33 Configuring a status transition rule
       
     • Click OK. The rule applies when work items transition to this status.
       Figure 34 Bug status transition
       
  2. Specify a transition status for a code commit message
     • Access the CodeArts Req homepage.
     • Go to a Scrum project and choose Settings > Work.
     • In the navigation pane, choose Bugs > Statuses and Transitions. Click the Automation tab, and select Change Status.
       Figure 35 Specifying transition statuses for different code commit messages
       
     • Toggle on or off the switch in the Apply column. Once the switch is toggled on, work items whose associated code commits contain the corresponding keyword in the commit message will automatically transition to the target status.