Help Center/ CodeArts Req/ User Guide/ Managing IPD-Standalone Software Project Requirements/ Common Configuration Management/ Configuring Work Item Templates
Updated on 2024-10-31 GMT+08:00
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Configuring Work Item 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

  • An IPD-standalone software project is available, in which you have permission to configure work item templates.
  • You have the tenant administrator permission.

Configuring Field and Description Templates for RRs

  1. Access the CodeArts Req homepage.
  2. Go to a project and choose Settings > Work.
  3. In the navigation pane, choose Work Items > Raw Requirement (RR) > Field Templates.
  4. Edit the field template as required.

    • Click Add Field to add a system or custom field. If needed, click Create Field to create one.
    • In the Display During Creation column, specify whether to show each system or custom field on the work item creation page.
    • In the Required column, specify whether each system or custom field must be set.
    • In the Default Value column, set a default value for each system or custom field.

  5. Click on the left of each field to adjust their sequence.
  6. Choose Work Items > Raw Requirement (RR) > Description Templates. Then click Edit.

    Customize the RR description template and click Save.

Configuring Field and Description Templates for SFs

  1. Go to a project and choose Settings > Work.
  2. In the navigation pane, choose Work Items > System Feature (SF) > Field Templates.
  3. Edit the field template as required.

    • Click Add Field to add a system or custom field. If needed, click Create Field to create one.
    • In the Display During Creation column, specify whether to show each system or custom field on the work item creation page.
    • In the Default Value column, set a default value for each system or custom field.
    • Set Default Value for system or custom fields.
    • In the Baselined column, specify whether to lock each system or custom field in the baseline.

  4. Click on the left of each field to adjust their sequence.
  5. Choose Work Items > System Feature (SF) > Description Templates. Then click Edit.

    Customize the SF description template and click Save.

Configuring Field and Description Templates for IRs

  1. Go to a project and choose Settings > Work.
  2. In the navigation pane, choose Work Items > Initial Requirement (IR) > Field Templates.
  3. Edit the field template as required.

    • Click Add Field to add a system or custom field. If needed, click Create Field to create one.
    • In the Display During Creation column, specify whether to show each system or custom field on the work item creation page.
    • In the Default Value column, set a default value for each system or custom field.
    • Set Default Value for system or custom fields.
    • In the Baselined column, specify whether to lock each system or custom field in the baseline.

  4. Click on the left of each field to adjust their sequence.
  5. Choose Work Items > Initial Requirement (IR) > Description Templates. Then click Edit.

    Customize the IR description template and click Save.

Configuring Field and Description Templates for User Stories

  1. Go to a project and choose Settings > Work.
  2. In the navigation pane, choose Work Items > User Story (US) > Field Templates.
  3. Edit the field template as required.

    • Click Add Field to add a system or custom field. If needed, click Create Field to create one.
    • In the Display During Creation column, specify whether to show each system or custom field on the work item creation page.
    • In the Default Value column, set a default value for each system or custom field.
    • Set Default Value for system or custom fields.
    • In the Baselined column, specify whether to lock each system or custom field in the baseline.

  4. Click on the left of each field to adjust their sequence.
  5. Choose Work Items > User Story (US) > Description Templates. Then click Edit.

    Customize the US description template and click Save.

Configuring Field and Description Templates for Tasks

  1. Go to a project and choose Settings > Work.
  2. In the navigation pane, choose Work Items > Task > Field Templates.
  3. Edit the field template as required.

    • Click Add Field to add a system or custom field. If needed, click Create Field to create one.
    • In the Display During Creation column, specify whether to show each system or custom field on the work item creation page.
    • In the Required column, specify whether each system or custom field must be set.
    • In the Default Value column, set a default value for each system or custom field.

  4. Click on the left of each field to adjust their sequence.
  5. Choose Work Items > Task > Description Templates. Then click Edit.

    Customize the task description template and click Save.

Configuring Field and Description Templates for Bugs

  1. Go to a project and choose Settings > Work.
  2. In the navigation pane, choose Work Items > Bug > Field Templates.
  3. Edit the field template as required.

    • Click Add Field to add a system or custom field. If needed, click Create Field to create one.
    • In the Display During Creation column, specify whether to show each system or custom field on the work item creation page.
    • In the Required column, specify whether each system or custom field must be set.
    • In the Default Value column, set a default value for each system or custom field.

  4. Click on the left of each field to adjust their sequence.
  5. Choose Work Items > Bug > Description Templates. Then click Edit.

    Customize the bug description template and click Save.