Help Center/ CodeArts Req/ User Guide/ Managing Scrum Project Requirements/ Creating and Managing Work Items/ Managing Work Items
Updated on 2025-08-08 GMT+08:00
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Managing Work Items

After creating a work item (see Creating Work Items), you can perform the operations described in this section on it.

Prerequisites

On the Work Item List Page

Access a Scrum project, choose Work > Work Items, and perform the following operations.
Table 1 Managing work items in the work item list

Operation

Procedure

Filter and query work items
  1. Click to view all existing views and select one as required.
  2. Click the search box to add multiple work item fields as filter criteria.
  3. View the matched work items.

    For work items filtered by Assigned To, if the parent work item and its child work items are not assigned to the same person, only the matched parent work item or child work items can be displayed. Click a work item name to view its parent-child relationship.

  4. (Optional) Click on the right of the search box to save the current filter criteria.

Configure fields to display

Click in the upper right corner and select parameters to be displayed.

Set table display mode

Click in the upper right corner and select Compact, Standard, or Loose as required.

Check archived work item
  1. Click Archived Work Items under in the upper right corner to check archived work items.
  2. Archived work items can be unarchived and deleted in batches.

Import work items

A maximum of 100 work items can be imported at a time.

  1. Click Import under in the upper right corner. The Import Work Item dialog box is displayed.
  2. Click Download Template.
  3. Fill in the template based on the instructions.
  4. In the Import Work Item dialog box, upload a file and click Import.

Export work items

A maximum of 2,000 work items can be exported.

  1. Click Export under in the upper right corner. The Set Fields to Export dialog box is displayed.
  2. Select fields to be exported and click OK to export the work items to the local PC in an Excel file.

Check work item
In the work item list, work items can be checked in list mode (), tree mode (), or card mode ().
  1. List view

    This view lists all work items that meet the conditions regardless of their parent-child relationships.

  2. Tree view

    This view shows the parent-child relationships between work items that meet the conditions. By default, only parent work items are displayed. You can view the hidden child work items by expanding the parent work items.

    Note: When work items are filtered by type, only the data of the corresponding work item type is displayed in the tree view, and the data of child work items is not displayed in the tree view.

  3. Card view

    All work items are represented by cards and grouped by status. You can change the status of a work item by drag-and-drop.

On the Work Item Details Page

On the work item details page, you can modify the handler and status, view associated work items, code commit records, work item operation history, and add attachments to the work items.

Access a Scrum project, choose Work > Work Items, and click the work item title. On the details page, perform the following operations.
Table 2 Managing work items on the details page

Operation

Procedure

Edit work item
  1. Click the field value to be modified and enter a target value in the text box or select it from the drop-down list.
  2. Click Save in the upper right corner to save the change.

Copy work item link

Click in the upper right corner to copy the work item ID, title, and link to the clipboard.

Add child work item
  1. Click the Child Work Item tab.
    Figure 1 Work item details/child work items
  2. Click Fast Create Child to quickly create a child work item. This mode applies to quick scenario creation.
  3. To create a child with complete parameters, click Create Child Work Item.

Add and check related item
  1. Click the Associations tab.
    Figure 2 Work item details/association
  2. Complete association.
    • Associate with Work Item

      Expand the Associate with Work Item area and click Associate with Work Item. Then select the work items you want to associate.

      The associated work items are displayed below the Work Items button.

    • Test Cases

      Expand the Test Cases area and click Associate. Then select the test cases you want to associate.

      The associated test cases are displayed below the Test Cases button.

    • Code Commits

      Expand the Code Commits area, and associate the desired commit records.

      To associate a work item with code commit records, do as follows:

      1. In CodeArts Repo, set additional information about assigned work items that are not closed.

      2. After inserting work items, enter a description and click OK.

      3. After the association, the associated code commit record is displayed under Code Commits.

    • Code Branches

      Expand the Code Branches area to display the associated code branches.

      To associate a work item with code branches, do as follows:

      1. Create a branch in CodeArts Repo and associate it with work items.

      2. After the branch is created, the associated code branch is displayed under Code Branches.

Add detailed workloads
  1. Click the Person-Hour Details tab.
  2. Click Add Person-Hour, set person-hours as required, and click OK.
  3. View the person-hours of each member.
  4. (Optional) Choose Work Item > Req > Sprints and click in the upper right corner to display the list in member mode. Then view the total actual workload in the member column.
    NOTE:

    The total actual workload is the sum of all person-hours from different members. By default, this workload belongs to the current handler.

Check operation history
  1. Go to the work item details page.
  2. Click the Operation History tab.

Tag work item
  1. Click the Tag text box to add a tag to the work item.

    The added tag is displayed in the Tag area.

  2. View the existing tags on the work item details page.

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 50 MB.

Comment on work item

In the Comment area, you can comment on work items. To notify others of the comment, you can @ a user account, and a notification will be sent using private Message. For details, see Configuring Notification Rules.

Create story from bug

This operation is available only for bugs. There is no limit on the number of times that this operation can be performed.

In the work item list, click and select Transfer to Story on the right of the target work item. On the displayed page, edit the related information as required and click OK. A story is created successfully. View the two work items in Associations > Work Items on the work item details page.

Helpful Links

You can also use APIs to perform operations on work items in a Scrum project. For details, see Operations on Work Items in a Scrum Project.