Help Center/ CodeArts Req/ User Guide/ Managing Scrum Project Requirements/ Configuring Common Settings/ Configuring Work Item Fields and Templates
Updated on 2024-12-04 GMT+08:00
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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 are default to. These templates are used by default when you create work items.

Prerequisites

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

Configuring Epic Fields and Templates

  1. Access the CodeArts Req homepage.
  2. Go to a Scrum project and choose Settings > Work.
  3. In the navigation pane, choose Epics > Fields and Templates. The epic template page is displayed.
  4. Click Edit Template.

    • 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.

  5. Click on the left of each field to adjust their sequence.
  6. Click Save.

Configuring Feature Fields and Templates

  1. Access the CodeArts Req homepage.
  2. Go to a Scrum project and choose Settings > Work.
  3. In the navigation pane, choose Features > Fields and Templates. The feature template page is displayed.
  4. Click Edit Template.

    • 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.

  5. Click on the left of each field to adjust their sequence.
  6. Click Save.

Configuring Story Fields and Templates

  1. Access the CodeArts Req homepage.
  2. Go to a Scrum project and choose Settings > Work.
  3. In the navigation pane, choose Stories > Fields and Templates. The story template page is displayed.
  4. Click Edit Template.

    • 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.

  5. Click on the left of each field to adjust their sequence.
  6. Click Save.

Configuring Task Fields and Templates

  1. Access the CodeArts Req homepage.
  2. Go to a Scrum project and choose Settings > Work.
  3. In the navigation pane, choose Tasks > Fields and Templates. The task template page is displayed.
  4. Click Edit Template.

    • 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.

  5. Click on the left of each field to adjust their sequence.
  6. Click Save.

Configuring Bug Fields and Templates

  1. Access the CodeArts Req homepage.
  2. Go to a Scrum project and choose Settings > Work.
  3. In the navigation pane, choose Bugs > Fields and Templates. The bug template page is displayed.
  4. Click Edit Template.

    • 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.

  5. Click on the left of each field to adjust their sequence.
  6. Click Save.
  • After the configuration is complete, click Save as Template in the upper right corner of the page. In the Save as Template dialog box, enter a template name and description, and click OK.
  • This template can be used to create Scrum projects.
    Figure 1 Creating a Scrum project