Updated on 2025-08-25 GMT+08:00

Creating Tasks

Tasks are activities with a certain goal. They can be associated with raw requirements, features, and R&D requirements.

Prerequisites

An IPD-standalone software project is available, in which you have permission to create and duplicate tasks.

Creating Tasks

  1. Access the CodeArts Req homepage.
  2. On the project homepage, choose Tasks.
  3. Click Create Task. The Task page is displayed.
  4. Fill in the basic task information.

    Table 1 Creating a task

    Parameter

    Description

    Tag

    When creating or editing a work item, you can add a custom tag.

    Tag names can be marked in different colors.

    Title

    Title of a work item.

    Description

    Enter the background, value, and details of the task based on project requirements.

    Use text, images, or links.

    Attachment

    A maximum of 100 attachments can be added to a task, and their total size cannot exceed 500 MB.

    Responsible Project

    Project that the task belongs to. The value cannot be changed.

    Owner

    Member who is responsible for this task. Only one person can be specified.

    Module

    Module to which a task belongs.

    Priority

    Priority of a task, including Low, Medium, and High. The default value is Medium.

    Release

    Release to which a task belongs.

    This parameter can be left empty. You can create a release plan and then associate it with the task.

    Sprint

    Next level of the release plan.

    The parameter value can be empty. You can create a sprint and then associate it with the task.

    Planned Start

    Planned start time of a task. The date format is yyyy-mm-dd.

    Planned Completion

    Planned completion time of a task. The date format is yyyy-mm-dd.

    The planned completion time cannot be earlier than the planned start time.

    Planned Workload

    Estimated workload from the planned start time to the planned completion time for this task.

    Copy To

    Project members to whom the task is copied. After the copy is complete, the people selected for Copy To will receive a message.

  5. Click OK. The task page is displayed, and a message is displayed in the upper right corner, indicating that the task is created successfully.

    The new task is displayed in the task list, and the task state is Initial.

    Figure 1 Task list

    After a task is created, the people selected for Owner and Copy To will receive email and system message notifications. If not, set notifications or modify notification settings. For details, see Configuring Notifications.

Related Operations

You can perform the following operations on a new task.

Table 2 Basic operations on a task

Operation

Description

Modify task title

Click next to a task title to modify it.

Modify task field

Click the target field value in the row of a task to modify the value.

Create child task

Click in the Operation column of a task to break it down into child tasks.

  • In the Break Down Child Tasks dialog box, click Add child tasks to create a child task. A maximum of 10 child tasks can be created at a time.
  • You can break down work items quickly. See Configuring Common Fields in a Project for related field configuration.

    If Quickly split sub-work items is enabled, the corresponding number of child work items are created based on the number of options selected. A maximum of 10 child work items can be created.

    If the work item already has child work items, the function of quickly breaking down work items does not work.

    If a work item is configured with multiple fields for quickly breaking down work items, the child work items are broken down based on the first field in the field template.

View task association map

Choose > Association Map in the Operation column of a task to view all data of its related items.

Clone task

Click Duplicate under in the Operation column. This process is the same as that of creating a task.

Copy task link

In the task list, you can copy the title, ID, current owner, status, and link of a task to the clipboard.

Level-1 tasks: Click Copy Link under in the Operation column to copy the task link.

Level-2 tasks: Click in the Operation column to copy the task link.

Delete task

Choose > Delete in the Operation column of a task to delete it.
NOTE:

Once deleted, a task is moved to the recycle bin. Tasks in the recycle bin can be restored or permanently deleted. After a task is restored from the recycle bin, it restores to the original status.