Configuring Work Item Fields and Templates

Customize different types of work item templates, and specify whether to display each field on work item creation pages, whether these fields are mandatory, and what they default to. These templates are used by default when you create work items.

Prerequisites

You have created a Scrum project. For details, see Creating a CodeArts Project.
An IAM user has been added to the project. For details about how to add members, see Adding Members to a CodeArts Project.
You have permissions to custom work items. For details about how to set permissions, see Managing Project Permissions.

Configuring Work Item Fields and Templates

You can customize fields and templates for epics, features, stories, tasks, and bugs. The following uses stories as an example.

Access the CodeArts Req homepage.
Go to a Scrum project and choose Settings > Work.
In the navigation pane, choose Stories > Fields and Templates. The story template page is displayed.
Click Edit Template. If the message The name already exists. is displayed when you create a field, rectify the fault by referring to What Do I Do If the Field Name Already Exists?
- Set Description based on project requirements.
- Set Default Value for system or custom fields.
- Set Whether to hide for preset or custom fields.
- Set Mandatory for preset or custom fields.
- Click Add Existing Field or Create Field to add a field.
Click on the left of each field to adjust their sequence.
After the work item template is edited, click Save to apply it to stories.