Managing Work Items

Filter and query work items

1. Click to view all existing filters and select a filter 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

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

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

Check work item

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.

You must have permission to edit work items.

Copy work item link

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

All members of the project can perform this operation.

Add child work item

1. Click the Child Work Item tab.
   Figure 3 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.

You must have permission to edit work items.

Add and check related items

1. Click the Associations tab.
   Figure 4 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 Associate with Work Item button.

   • Code Commits

     Expand the Code Commit Records 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.

   • Associated Code Branches

     Expand the Associated 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 Associated Code Branches.

You must have permission to edit work items.

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.

You must have permission to edit work items.

Check operation history

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

All members of the project can perform this operation.

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.

You must have permission to edit work items.

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.

You must have permission to upload files for work items.

Comment on work item

All members of the project can perform this operation.