Creating Work Items

After a project is created, you need to create a work item. In a Scrum project, work items are organized in the descending hierarchy: Epic > Feature > Story > Task or Bug.

Prerequisites

You have created a Scrum project. For details, see Creating a CodeArts Project.
An IAM user has been added to the project. For details about how to add members, see Adding Members to a CodeArts Project.
You have permissions to create (clone) work items. For details about how to set permissions, see Managing Project Permissions.

Creating a Work Item in a Scrum Project

Access the CodeArts Req homepage.
Go to the project homepage and choose Work > Work Items.
Click Create Work Item and select a work item type. For example, Story.

Set fields for the work item.

Work item fields can be customized. For details, see Configuring Work Item Fields and Templates. Table 1 describes default basic fields.

**Table 1** Creating a work item
Parameter	Description
Title	Work item name. The value can contain a maximum of 512 characters, including letters, digits, periods (.), and underscores (_).
Tag	Tag of a work item, for example, document update. Tags can be used only in a project that the work item belongs to.
Description	Enter a description based on the template. Enter a maximum of 50,000 characters.
Assigned To	Handler of a work item. The value range is all members of the project. If a handler has a nickname, their nickname is displayed by default. For details about how to assign a work item to multiple handlers, see How Can I Assign One Scrum Project Work Item to Multiple Members?
Module	Module that a work item belongs to. Modules can be customized. For details, see Adding Work Item Modules.
Sprint	Sprint of a work item. Set this parameter to an existing sprint. You can choose whether to use the start and end dates of the selected sprint for this work item. If no sprint is available, click on the right to configure one. You can also configure a sprint by referring to Configuring a Sprint Plan.
Planned Start Date	Planned start time of a work item. Select a date from the time control.
Planned Delivery Date	Planned end time of a work item. Select a date from the time control.
Order	Order of a work item. Value range: 1–100
Priority	Priority of a work item. The options are as Low, Middle, and High.
Severity	Severity of a work item. The options are Critical, Major, Minor, and Trivial.
Notify	People who will receive messages about this work item.
Parentld	Parent work item to which a work item belongs. Only one parent work item can be selected. The parent work item of a bug or task is a story. The parent work item of a story is a feature. The parent work item of a feature is an epic. No parent work item can be set for an epic.
Domain	Domain that a work item belongs to. Domains can be customized. For details, see Adding Work Item Domains.
Release Version	Version of a release. Enter a value manually.
Developer	Person responsible for developing the work item. Each work item should be assigned to a fixed developer. The handler of a work item changes as the work item develops. These two fields can be used together.
Expected	Estimated workloads required to complete a work item. Unit: person-hours or person-days.
Actual	Actual workloads required to complete a work item.
Find Release Version	Find Release Version is available only for work items of the bug type. Product version where a bug is found.
Done Ratio	Progress of the work item. The value ranges from 0% to 100%. Done Ratio of a parent work item is updated automatically based on the completion rate of its child work items.
Story Point	Estimated workload of the story.
Attachment	Upload required files for the work item. The maximum size of attachments for a single work item is 50 MB. Click to associate files from Documentation of the project cloud, or upload local files.

After setting the parameters, click OK.

The created work item is displayed in the work item list.

Figure 1 Work item list

Related Operations

You can perform the following operations on a new work item.

**Table 2** Basic operations on work items
Operation	Description
Check work item details	In the work item list, click the title or ID of a work item to view its details.
Edit work item title	In the work item list, click in the row that contains the target work item to edit its title.
Fast create child work item	You can create child work items under epics, features, and stories, but cannot create child work items under tasks or bugs. In the work item list, click and enter a child work item title to quickly create a child work item.
Favorite work item	In the work item list, click in the Operation column of the target work item. After the work item is favorited, the icon changes to . You can click the icon again to unfavorite it.
Clone work item	Click on the right of the target work item and select Clone to clone the work item to the target project. Only basic information, custom fields, and attachments of work items can be cloned within a project. Only basic information of work items can be cloned across projects.
Archive work item	Click Archive under on the right of the target work item to archive it. Only Done work items can be archived.
Edit work item	In the work item list, click the field value in the row of the target work item to edit the corresponding field. On the work item details page, click the parameter value of the work item to be edited and save the changes.
Delete work item	If you delete work items of a Scrum project, they are permanently deleted and cannot be restored. In the work item list, click in the Operation column of the target work item, and select Delete to delete the work item and its subtasks. Click Delete under in the upper right corner to delete a work item and its subtasks.
Create story from bug	This operation is available only for bugs. There is no limit on the number of times that this operation can be performed. In the work item list, click and select Transfer to Story on the right of the target work item. On the displayed page, edit the related information as required and click OK. A story is created successfully. View the two work items in Associations > Work Items on the work item details page.
Perform batch operations	Select multiple work items to clone, edit, archive, delete, and export them in batches. There are some restrictions on batch cloning, archiving, and deletion: Batch cloning: Only basic information, custom fields, and attachments of work items can be cloned within a project. Only basic information of work items can be cloned across projects. Batch archiving: Only Done work items can be archived. Batch deletion: If you delete work items of a Scrum project, they are permanently deleted and cannot be restored.

Helpful Links

For details about how to create work items in a Scrum project, see Creating a Scrum Project and a Work Item.
For details about how to create work items using APIs, see Creating a Work Item.

Parent topic: Creating and Managing Work Items

Previous topic: Creating and Managing Work Items

Next topic: Creating Work Items Using Mind Maps