How To Create Import Work Items Template

Create a work particular to submit a defect, task, or other type of piece of work request.

About this chore

You tin can customize the predefined layout of the piece of work particular editor for the work particular types that are provided with your process template. For information most process templates, see Working with process templates.

Procedure

Click Work Items in the master menu, and, in the Create Work Items section, select the type of work particular to create.

Alternatively, use the shortcut on the Welcome to Work Items page. Click Create a piece of work item, select the project expanse, and and so select the piece of work item type.

Note: When you utilise this shortcut, a work item is created with the default work item type, which is adamant by the project'south process configuration. For data virtually setting the default work item type, encounter Setting the default work item type.

On the Overview tab, enter or select values for the following fields. Asterisks in the user interface place required fields.

Field	Description
Summary	A brief headline that identifies the work item.
Type	The blazon of work detail. Normally available types include Defect, Job, and Story. You tin can customize the projection to include additional types.
Severity	An indication of the impact of the work particular, such every bit Minor, Normal, Major, or Critical.
Constitute In	The release that the work item refers to.
Filed Against	A category that identifies the component or functional expanse that the work item belongs to. For example, your project might have GUI, Build, and Documentation categories. Each category is associated with a squad expanse; that team is responsible for responding to the piece of work item. If you are unsure of the category, click Guess Category . This push suggests categories by using the text in the Summary and Clarification fields to search for similar piece of work items.
Description	A detailed description of the work particular. For instance, the description for a defect might include a listing of steps to follow to reproduce the defect. You lot cannot save a work particular if the clarification is longer than 32 KB.

Notation: Uniform Naming Convention (UNC) path names are not supported in the Description field and the Comment fields in the Word section. UNC is a Windows format for specifying the location of resources.

If extended rich text is enabled for your application server, the following icons are available to format text in the Clarification field. To enable extended rich text, set the Enable extended rich text presentation property to Truthful on the Avant-garde Properties page. For details nigh setting advanced properties, come across Configuring advanced properties. Alternatively, you tin enable rich text past editing the server-installation-directory\server\conf\ccm\teamserver.properties file. Stop the server, then add the post-obit line in the teamserver.properties file: com.ibm.team.workitem.enableExtendedRichTextPresentation=true. Save the updated teamserver.backdrop file, and so re-start the server.

Toolbar icon	Description
	Bolds text.
	Italicizes text.
	Places a line through text.
	Places a line under text.
	Removes all formatting from the selected text.
	Inserts a numbered list.
	Inserts an unordered list.
	Inserts a horizontal line across the entire length of the Clarification field..
	Applies a specific font to text. Select the desired font from the listing.
	Sets text to a specific size. Select the desired size from the list.
	Sets the colour of text. Select the desired colour from the filigree.
	Sets the background color of text. Select the desired background color from the grid.
	Decreases the indentation of the selected text.
	Increases the indentation of the selected text.

Tip:

In the Summary and Description fields and in a new Annotate field in the Word section, you can employ diverse shortcuts to connect to artifacts, refer to artifacts, and notify users.
- To refer to other Jazz™ artifacts, you can utilise short notations. When y'all relieve the piece of work item, these notations go links to the artifacts.
  - Specify the type of artifact and its ID. For example: work item 123, defect 25, attachment 982.
  - Refer to artifacts in other work items. For example: task 50775, annotate 4.
  You can besides open a content assist dialog to select a work item by pressing Ctrl+Space twice. A list of contempo work items is displayed. Either select a work item from the list, or select More than work items to open the Select Work Items dialog. Press Ctrl+Space in the content assist dialog to toggle between displaying a list of subscriber user IDs and recent piece of work items. To display only More than piece of work items in the content assist dialog, enter @ in the rich text editor.
  
  Note: For Chinese, Japanese (Linux), and Korean (Linux), printing Alt+/.
- To write to a team fellow member in the Description field or in a Comment field in the Word section, enter the @ symbol followed by the user ID of the team member. To discover the ID of a user, you lot accept several choices in the rich text editor:
  - Click , the Insert user link icon.
  - Open a content aid dialog by pressing Ctrl+Space. And so, select a user from the list, or click More users to open the Select User dialog.
  After you lot save the piece of work particular, the team fellow member receives a notification in their electronic mail client as specified in their user profile. An outcome is as well displayed in the Project and Squad Events widget on the dashboard.
- You can insert links to URLs in the Description field or in a Annotate field in the Discussion section. In the rich text editor, click , the Insert/Edit External Link icon, and, in the Insert External Link dialog, enter the URL.
In the Discussion section, comments are displayed with the almost recent one offset.

On the Links tab, add attachments, subscribers, and related work items.
- To attach a file, either drag it from some other application (for example, Windows Explore or the desktop) to the Attachments department, or click the Drag files to add them or click here to browse area to navigate to the file location and select the file.
  Thumbnails are displayed for prototype attachments. Preview support is available for PDF and video attachments by clicking the associated file attachment.
  
  The default size limit for attachments is 50 MB. If yous are a fellow member of the JazzAdmins group, you can change the size limit. Log in to the administrative web UI, click the Awarding tab, click Advanced Properties, scroll to the Piece of work Particular Component section, and edit the Maximum Attachment Size setting.
- To take a screen capture and adhere it, click . The screen capture tool is a divide Java™ application that requires Java Web Beginning to run. The outset time that you utilise the capture tool, it prompts you to download a file that is named rtc_screencapture.jnlp. You lot can then open up the capture tool with Java Web Start Launcher. Position the frame to the surface area that you want to capture. Utilise the arrows on the sides of the frame to expand or reduce its size to fit the expanse. Click to capture the area in the frame. You lot tin can utilise the pencil, arrow, oval, rectangle, text, and colour buttons to highlight specific areas of the screen capture. Specify the graphics format in which to save the image. In the Attach to section, select the work item to which to attach the screen capture:
  - To select the current piece of work item, click Work Item < ID >.
  - To create a new work item, click New Work Particular and follow the instructions in the Create Work Item wizard.
  - To search for the work item, click Other Work Item to open the Select Work Detail dialog.
- To add subscribers, in the Subscribers section, click Add to open the Select Users dialog. Enter part or all of a user'due south name; and then, in the Matching users list, select the user and click OK. Subscribers receive e-mail notification whenever someone modifies the piece of work item. When you create a piece of work item, yous are added every bit a subscriber. To stop receiving notifications, remove yourself as a subscriber by clicking the delete icon beside your proper name.
  Be bourgeois when y'all add subscribers because they receive email notifications whenever the piece of work item is changed.
- To link the work item to another work item in the same repository, in the Links section, click the down arrow adjacent to Add and select the type of relationship to establish. For case, you lot can constitute a parent-child relationship betwixt piece of work items, marker a work item as a duplicate of another work item, or indicate that i work item is blocked by another work detail. To link the work item to a child piece of work item, click Add Children. To link the work particular to a parent work item, click Gear up Parent.
- To link the piece of work detail to a work item in a dissimilar repository, click the Add together card, select Related Change Request, select the remote projection area, and find and add the work item. To link to work items in project areas on other Jazz Team Serverdue south, cross-repository communication must exist configured and the project areas must be linked. For more information, come across Linking to work items on remote repositories.
Use the Approvals tab to specify one or more users who are responsible to corroborate the resolution of a work particular.
1. Click the pointer next to the Add together Approval button and select the type of approval (Add together Approval, Add Review, Add together Verification). You might want to create different approval types, perhaps with different due dates, for dissimilar users. For example, you might want to have a lead developer review the proposed resolution, and a test engineer validate the delivered fix. Y'all tin can also utilise approvals to remind team members to perform a common chore. For instance, you might create a piece of work particular for developers to update the copyright year in their files.
2. Specify the user or users who are responsible to corroborate the resolution by clicking Add Approver.
3. Select a due date. Click to open up a calendar dialog and select a date and time; and so, click OK.
Yous can also use approvals to remind team members to perform a common task. For case, you might create a work item for developers to update the copyright yr in their files.
Optional: If you are working in a project that uses the Scrum process and you lot are creating a Story piece of work item, you can specify the acceptance criteria. Click the Acceptance tab. In the Criteria of Acceptance field, enter the criteria for the test squad to use to verify that the Story work item is complete.
Click Save to save the work item.

What to do next

The piece of work item is ready to be worked on. For information on working on and resolving work items, see Working on and resolving piece of work items.