Creating Work Items Using Mind Maps

Prerequisites

There is a Scrum project, in which you have permission to create plans.

Creating a Mind Map

1. Access the CodeArts Req homepage.
2. Go to the project homepage and choose Work > Plans.
3. Switch to the Mind Maps page. Click Create > Mind Maps and set related parameters in the displayed dialog box.

   Table 1 Creating a mind map

   Parameter	Description
   Name	Work item name. It can contain up to 30 characters, including letters, digits, periods (.), and underscores (_).

4. Click OK. The mind map is created successfully and is now displayed.

   Table 2 describes the operations on the mind map page.

   Table 2 Operations on the mind map page

   Operation	Description
   Edit mind map name	Click the mind map name to edit it. Press Enter or click in the blank area of the page to save the changes.
   Add epic	Add all epic work items that are not in the current mind map of the project.
   	Description of mind map shortcut keys. Insert: quickly creates a subnode. Enter: quickly creates a sibling node. Delete: quickly deletes a node. ←, →, ↑, and ↓: controls the selected node. Double-click: edits the node.
   	Export all work items in a mind map to an Excel or PNG file.
   /	Expand or collapse all the child work items of a work item.
   Check work item details	Click the title of a work item to view or modify its details.
   	Delete a work item and all its child work items.
   	Remove a work item and all its child work items. Only epic work items can be removed.
   	Insert a sibling node. Create a work item of the same type as the current one. Click the work item name to go to the details page and edit other information. NOTE: By default, the newly added work items are Assigned To the Creator. You can reassign them on the work item details page.
   	Insert a child node. Enter a name to create a child work item. To add more information, click its name and edit the information on the details page. NOTE: By default, the newly added work items are Assigned To the Creator. You can reassign them on the work item details page.

5. Return to the plan list to view the created plan. The items in the list are described as follows.

   Table 3 Plan list

   Parameter	Description
   Plan Title	Plan name. Move your cursor to the Plan Title column and click to sort plans by title.
   Creator	Plan creator. Move your cursor to the Creator column and click to sort plans by creator. Click to select a target creator to filter plans.
   Created	Time when a plan is created. Move your cursor to the Created column and click to sort plans by creation time.
   Last Modifier	Name of the user who last modified the plan.
   Last Modified	Time when the plan is last modified. Move the cursor to the Last Modified column and click to sort plans by last modification time.
   Operation	Click to edit the plan name. Press Enter or click in the blank area of the page to save the changes. Click to delete the plan. If you delete plans in a Scrum project, they are permanently deleted and cannot be restored.
   Batch operation	Select the check boxes on the left of plans and click to delete the selected plans in batches. If you delete plans in a Scrum project, they are permanently deleted and cannot be restored.

6. Click in the upper right corner to switch to the card mode.

   Table 4 Operations in the card mode

   Operation	Description
   Change plan title	Hover your cursor over the plan title and click to edit the name. Press Enter or click in the blank area of the page to save the changes.
   Delete plan	Click in the upper right corner of a plan card and select Delete. If you delete plans in a Scrum project, they are permanently deleted and cannot be restored.
   Sort plans	Move your cursor over in the upper right corner and choose Plan Title or Last Modified.

   • The Plans tab page displays all plans of a project, including mind map plans and Gantt chart plans.
   • You can switch between different plan views by selecting All, Gantt Charts, or Mind Maps in the upper left corner.
   • The default filters include All or Created by me. You can select a filter to quickly display the desired plans.
   • You can enter a plan name in the search box to search for it.

Creating a Work Item in a Mind Map

1. Access the CodeArts Req homepage.
2. Go to the project homepage and choose Work > Plans.
3. Click a mind map name. The mind map details page is displayed. Table 2 describes the operations on the details page.
4. Add one or more epic work items, set the names (for example, Epic1), and press Enter.
   Add epic work items in any of the following ways:

   • Click for the first addition.
   • Click Adding to Existing Epic to add existing epics in the project to the mind map.
   • Select an epic work item (for example, Epic1) and press Enter.
   • Hover the cursor over Requirements and click .

5. Add one or more feature work items to an epic work item, set the names (for example, Feature1), and press Enter.
   Add feature work items in any of the following ways:

   • Select an epic work item (for example, Epic1) and press Insert.
   • Select a feature work item (for example, Feature1) and press Enter.
   • Hover the cursor over a feature work item (for example, Feature1) and click .
   • Hover the cursor over an epic work item (for example Epic1) and click .

6. Add one or more story work items to a feature work item, set the names (for example, Story1), and press Enter.

   Add story work items in any of the following ways:

   • Select a feature work item (for example, Feature1) and press Insert.
   • Select a story work item (for example, Story1) and press Enter.
   • Hover the cursor over a story work item (for example, Story1) and click .
   • Hover the cursor over a feature work item (for example, Feature1) and click .

7. Add one or more task work items to a story work item, set the names (for example, Task1), and press Enter.
   • Select a story work item (for example, Story1) and press Insert.
   • Select a task work item (for example, Task1) and press Enter.
   • Hover the cursor over a task work item (for example Task1) and click .

Sorting Work Items in a Mind Map

Work items with child work items cannot be adjusted to the task level.

A work item (including its child work items) can be adjusted upwards or downwards in the hierarchy. If the adjusted work item level exceeds the task level, the work item cannot be adjusted.

1. Access the CodeArts Req homepage.
2. Go to the project homepage and choose Work > Plans.
3. Click a mind map name. The mind map details page is displayed.
4. Sort work items at the same level:

   Select a work item in the mind map. Hold down the left click button and drag it up or down to change its order.

   For example, drag Story_04 to the top of Story_02. When a gray board is displayed above Story_02 with a plus sign (+), release the mouse.

   Figure 1 Sorting work items in drag-and-drop mode
   

5. Adjust the hierarchical relationship of work items:

   Select a work item in the mind map. Hold down the left click button and drag it leftwards or rightwards to adjust its hierarchical level.

   For example, drag Story_01 to the back of Feature_03. When a gray boarder appears to the right of Feature_03 with a plus sign (+), release the mouse.

   Figure 2 Adjust the hierarchical relationship of work items in drag-and-drop mode
   
   NOTE:

   • Adjusting the work item level will automatically change the type of the involved work items.
   • The planned work items will be displayed on the Work Item > Req > Work Items page.
   • You can filter work items by epic, feature, and story.