Managing Work Items

After creating work items (see Creating Work Items), you can query, import, and export them in the project. You can add tags and associate work items on their details pages.

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 CodeArts Project Members.
You have the required work item permissions in the project.

Access a Scrum project, choose Work Item > Req > Work Items, and perform the following operations.

**Table 1** Managing work items in the work item list
Operation	Procedure
Filter and query work items	Click to view all existing views and select one as required. Click the search box to add multiple required work item fields as filter criteria. 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 relationship. (Optional) Click on the right of the search box to save the current filter criteria.
Configure fields to display	Click on the right of the table header and select parameters to be displayed.
Set table display mode	Click in the upper right corner and select Compact, Standard, or Loose as required.
Check archived work item	Click Archived Work Items under in the upper right corner to check archived work items. Archived work items can be unarchived and deleted in a batch.
Import work items	A maximum of 100 work items can be imported at a time. Click Import under in the upper right corner. The Import Work Item dialog box is displayed. Specify the type of the work item to be imported and import the work item as follows: When you choose Import a new work item: Click Download Template. Fill in the template based on the instructions. Click Select on the right of File, select the template, and click Import. When you choose Import an updated work item: Update the work item information in the XLS or XLSX file. NOTE: The IDs of the new work items must be the same as those of the original work items. Only administrators, work item creators and handlers can update work items. Only administrators and work item creators can edit work item titles. The parent work item ID cannot be updated. Click Select on the right of File, select the template, and click Import.
Export work items	A maximum of 2,000 work items can be exported. Click Export under in the upper right corner. The Set Fields to Export dialog box is displayed. Select fields to be exported and click OK to export the work items to the local PC in an Excel file.
Check work item	In the work item list, work items can be checked in list mode (), tree mode (), or card mode (). 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.

On the work item details page, you can modify the handler and status, view associated work items, code commit records, work item operation history, and add attachments to the work items.

Access a Scrum project, choose Work Item > Req > Work Items, and click the work item title. On the details page, perform the following operations.

**Table 2** Managing work items on the details page
Operation	Procedure
Edit work item	Click the field value to be modified and enter a target value in the text box or select it from the drop-down list. Click Save in the upper right corner to save the change.
Copy work item link	Click in the upper right corner of the work item details page and click Copy URL, Copy Work Item Title and Link, Copy Work Item ID and Title, or Copy Code Commit ID as required to copy the needed information to the clipboard.
Add child work item	Click the Child Work Item tab. Figure 1 Work item details/child work items (Quick creation) Click Fast Create Child, specify the title, and click OK to quickly create a child work item as required. (Common creation) Click Create Child Work Item. On the displayed page, set more parameters.
Add and check related item	Click the Associations tab. Figure 2 Work item details/association Complete association. Associate with Work Item Expand the Associate with Work Item area and click Associate with Work Item. Then select the work items you want to associate. The associated work items are displayed under Work Items. Test Cases Expand the Test Cases area and click Associate. Then select the test cases you want to associate. The associated test cases are displayed below Test Cases. Code Commits Expand the Code Commits area, and associate the desired commit records. To associate a work item with code commit records, do as follows: 1. In CodeArts Repo, set additional information about assigned work items that are not closed. 2. After inserting work items, enter a description and click OK. 3. After the association, the associated code commit record is displayed under Code Commits. Code Branches Expand the Code Branch area to display the associated code branches. To associate a work item with code branches, do as follows: 1. Create a branch in CodeArts Repo and associate it with work items. 2. After the branch is created, the associated code branch is displayed under Code Branch.
Add detailed workloads	Click the Person-Hour Details tab. Click Add Person-Hour, set person-hours as required, and click OK. View the person-hours of each member. (Optional) Choose Work > Req > SprintsWork > Req > SprintsWork > Sprints, and click in the upper right corner. The member mode is displayed. Then view the total actual workload in the member column. NOTE: The total actual workload is the sum of all person-hours from different members. By default, this workload belongs to the current handler. Figure 3 Sprint member mode
Check operation history	Go to the work item details page. Click the Operation History tab.
Tag work item	Click the Tag text box to add a tag to the work item. The added tag is displayed in the Tag area. View the existing tags on the work item details page.
Add attachment	Perform the following operations to add attachments to a work item. You can upload/drag-and-drop a local file or choose a file in CodeArts Wiki. Constraints The maximum size of attachments for a single work item is 50 MB. Procedure Go to the work item details page. Under Attachment, click and select Upload to upload a local file as an attachment of the work item. You can also drag a local file to the text box. Move the cursor to the file that is successfully uploaded. The operations that can be performed are displayed. Click to download the file. Click to delete the uploaded file.
Comment on work item	In the Comment area, you can comment on work items. To notify others of the comment, you can @ a user account, and a notification will be sent using private Message. For details, see Configuring Notification Rules.
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.