Managing Work Items
You can view, clone, edit, delete, import, and export work items and create child work items.
- Accessing Work Items
- Creating a Child Work Item
- Cloning a Work Item
- Editing a Work Item
- Deleting a Work Item
- Viewing a Work Item
- Archiving or Unarchiving a Work Item
- Performing Batch Operations on Work Items
- Setting Handler for Multiple Work Items
- Exporting Work Items in Batches
- Importing Work Items in Batches
- Filtering Work Items
- Setting Displayed Parameter Columns
- Following Work Items
- Filtering Work Items in Backlog
Accessing Work Items
Perform the following operations to access work items from the project.
- Go to the project details page.
- Choose .
- Create different types of work items as required.
The Backlog page lists stories, tasks, and bugs, which are ready to be scheduled into a sprint.
Creating a Child Work Item
Child work items are displayed on the Child Work Items tab.
As tasks and bugs reside at the bottom of the hierarchy, they have no child work items.
Add a child work item in either of the following ways:
- Method 1 (on the work item details page)
- Click the Child Work Item tab.
- To quickly create a child work item, click Fast Create Child.
- To create a child with complete parameters, click Create sub-work item.
- Click the Child Work Item tab.
- Method 2 (in the work item list)
You can choose to use quick creation or common creation:
- Click in the row that contains the target work item and set key information.
- Common creation: Click in the row that contains the target work item, click Create Child (Bug) or Create Child (Task).
Cloning a Work Item
Work items can be cloned in the work item list (see the following operations) or on the details page. You can clone a work item to the current project or projects on which you have permissions.
- Access the work item list.
- Click in the row that contains the target work item, and click Clone.
Editing a Work Item
On the work item details page, you can modify information such as the handler, status, priority, and workload. You can also follow and comment on work items.
- On the CodeArts homepage, click a project.
The
page is displayed by default. - Click the name of a work item to access the details page.
- In the work item details area on the right, view the name, description, and creation time.
- Locate and modify the target parameters, and save the changes. To quickly change the handler and status, perform the following operations:
Refer to Setting Displayed Parameter Columns to set the handler or status.
By default, the newly added work items are Assigned to the Creator. You can reassign them on the work item details page.
- Click Assigned to in the row that contains the target work item to change it.
- Click Status in the row that contains the target work item. For example, Testing.
- In the Change Status dialog box displayed, select another status, and click OK.
You can also customize the transition status of work items. For details, see Customizing Statuses.
Deleting a Work Item
You can delete unnecessary work items. To delete work items in batches, see Performing Batch Operations on Work Items.
- Access the work item details page.
- Click in the upper right corner and select Delete. Exercise caution when clicking OK to confirm deletion.
The delete button is placed in the drop-down menu of to avoid mis-deletion.
After a work item is deleted, its child work items are also deleted.
Viewing a Work Item
You can view the work item details after creating or editing them.
- On the CodeArts homepage, click a project.
Choose
. - (Optional) View filtered work items in three modes, which are .
The tree view is selected by default. You can switch to a different view at any time.
- List view
This view lists all work items that meet the conditions regardless of their parent-child relationships.
- Tree view
This view shows the parent-child relationships between work items that meet the conditions. By default, only parent work items are displayed. You can view the hidden child work items by expanding the parent work items.
Note: When work items are filtered by type, only the data of the corresponding work item type is displayed in the tree view, and the data of child work items is not displayed in the tree view.
- Card view
All work items are represented by cards and grouped by status. You can change the status of a work item by drag-and-drop.
- List view
Archiving or Unarchiving a Work Item
Project members can archive projects as required. Archived work items can be read by all members, but cannot be edited.
- Go to the project details page.
- Choose .
- Click Archive of a work item.
Only Closed or Rejected work item can be archived.
- (Optional) View and manage the archived work items.
On the Work Items page, click and select Archived Work Items.
Archived work items are no longer displayed on the Work Items, Sprints, and Plans pages unless they are unarchived.
Archived work items are also not displayed in the list of available work items to associate.
Performing Batch Operations on Work Items
You can edit, clone, or delete work items in batches. (Corresponding permissions are required.)
In the list or tree view, select multiple work items and batch operations, and then complete the operations by following the on-screen prompts.
- Batch cloning
- Batch editing
- Batch archiving
- Batch deletion
- Batch export
Setting Handler for Multiple Work Items
Perform the following operations to set a same handler for multiple work items.
- Choose Edit. , select multiple work items, and click
- Click Add Field.
- Select Current Handler from the drop-down list in the Field Name column.
- Choose the corresponding handler from the Field value drop-down list, and click Save.
Exporting Work Items in Batches
Perform the following operations to export a work item list to the local computer as an Excel file.
- Choose .
- Click in the upper right corner of the page.
- Click Export and set the required fields to export and save a work item list as an Excel file.
A maximum of 2,000 work items can be exported.
Importing Work Items in Batches
Use the specified Excel template to import your local work items to a project.
- To obtain the Excel template, choose .
- Open the downloaded Excel template and set the parameters based on the instructions.
Filtering Work Items
Perform the following operations to filter work items with different conditions. Enter a keyword in the search text box. If the target work item is a child work item, its parent work item is displayed. Expand the parent work item to view the child work item.
- Choose .
- Click All work items above the work item list.
- Choose a filter to view the required work items.
Setting Displayed Parameter Columns
Perform the following operations to set parameter columns to be displayed.
- Choose .
- Click Field in the upper right corner.
By default, the creator column is not displayed in the work item list.
- Select the fields to be displayed and click OK.
Filtering Work Items in Backlog
In a Scrum project, a backlog can have stories, tasks, and bugs. When you filter work items, the filtering results display not only the work items that meet the filtering criteria, but also their child work items.
- In a Scrum project, choose , and click .
- Click the filter box above the backlog list.
In the filter box, set the tracker (story, task, bug) and select filters (status, severity, priority, module, version, handler).
- 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 relationships.
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