Agile → Actions → Work Items

Work Items

A work item is anything that is used to build and track work during any phase of a product's lifecycle, including high-level features (epics), detailed work items (stories and their individual tasks), issues raised by customers or members of your test team (defects), and issues that prevent team members from completing their assignments (impediments).

Add

You can add a work item to a backlog.

To add a work item
  1. Select a backlog.
  2. In the backlog toolbar, click Add.
  3. Select the work item type.
  4. In the New Work Item dialog box, enter the name, description, size, priority, theme, and business value.
  5. Click OK.

Convert

A work item, once created, can be converted to another agile work item (if that becomes necessary).

To convert a work item
  1. Open the Projects module.
  2. Select the Work Items tab.
  3. Click New Work Item.
  4. In the New Work Item dialog box, enter a name. The following fields are optional: Start (Plan), Finish (Plan), Duration (Plan), Work (Plan), Cost (Plan), Remaining Work, Percent Work Complete, and Description.
  5. Click OK.

Delete

You can delete work items from a backlog.

To delete a work item
  1. Select a backlog.
  2. Select a work item in the backlog.
  3. In the backlog toolbar, select More, and then select Delete.
  4. Confirm.

Edit

You can modify the contents of a backlog. Enable inline edit, select the work item, and make your changes. If you want to exit without saving, while in inline edit mode, click Edit.

To edit a work item
  1. Select a backlog.
  2. In the backlog toolbar, click Edit (to enable inline edit).
  3. Select the row which contains the agile work item you want to edit and click in a column.
  4. Make your changes.
  5. Click Save.
  6. Click Edit (to disable inline edit).

Move

You can move a work item from one backlog into another. When backlogs are side-by-side in the same view, you can select a work item in one backlog and drag it into the other.

To move work items between backlogs
  1. Open the Backlogs module.
  2. Select a project, release, or sprint. And then select a backlog view for that work type.
  3. In the backlog view, select the backlog to which you want to move the work item.
  4. Drag the work item into the backlog.

View

There are two ways to view the details of a work item. Select the name of the work item in a backlog, right-click, and select Summary. Or just click the name of the work item in the backlog.

To view a work item
  1. Select a backlog.
  2. Select an item in the backlog.
  3. Right-click and select Summary.

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