Setting Up Agile Planner → Configuration → Types Setup → Item Types
Use the Investment Type tab to add, manage, and maintain all of the work item types that are used by your organization. Only active work item types can be used. Only work item types flagged as creatable will be available to users when they create a new work item.
The Investment Type tab contains four tabs: Properties, Attributes, Containment, and Set Views.
The Attributes tab displays all of the attributes that can be associated with the work item type. The full list of available attributes are in the left column and the attributes that are associated with the work item type are in the right column. To move an attribute between columns, select it and click the arrow that points to the other column. Hold down the CTRL key while selecting attributes to move more than one at a time.
The Containment tab displays all of the possible parent and child work item types. This determines all of the possible locations in which a work item can appear in the work item hierarchy; a work item can only be created under a valid parent work item and a work item can only have valid children created underneath it. A work container cannot have a work container as a child work item type.
The Set Views tab lets you select the views that will be associated with the work item type. Custom summary views that have been created in the View Designer will be available; the default summary view is Summary.
If a work item type is inactive, you can reactivate it so that it can be used when creating a new work item.
Add a new work item type. The work container option allows a work item type to be associated with a specific work hierarchy. The team option allows a work item type to represent an Agile team (to which an assignable work item can be assigned). Once a work type is set to be a work container or a team, it cannot be changed.
A work item type can be deleted as long as it is not being used by an existing work item. If a work item type is being used (or may be used again) by a work item, you should inactivate it.
Find a work item type on the Investment Type tab of the Types Setup tab, make the changes that need to be made, and then click Save.
A work item type can be inactivated. This prevents them being available whenever a list of work item types is used and it helps preserve historical data associated with that work item type.
A work item type is shown on the Investment Types tab in the Types Setup tab.