Work Types

Use the Agile Work Types tab to add, manage, and maintain all of any work type that is used by your organization. Only an active work type can be used.

Note: This tab is only available when using Serena Agile On Demand.

The Work Types tab allows you to create and manage an individual work type that is being used by your organization. A default work type includes defects, epics, tasks, and stories. You can associate icons with any work type. The Agile Work Types tab contains the following elements:

Name The name of the work type.
System Name The XML name for the work type; the system name is generated automatically.
Icon The icon used to represent the work type.
Active Indicates whether the work type is an active work type. Only an active work type can be selected.

The Attributes tab displays all of the attributes that can be associated with the work type. The full list of available attributes are in the left column and the attributes that are associated with the work 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.

Activate

If a work type is inactive, you can reactivate it so that it can be used when creating new work types.

To activate a work item

From the application toolbar, click Setup, and then select Customization.
Select the Types Setup tab.
Select the Agile Work Types tab.
Choose a work type.
Select Active.
Click Save.

Add

Add a new work type.

To add a work type

From the application toolbar, click Setup, and then select Customization.
Select the Types Setup tab.
Select the Agile Work Types tab.
Click New.
Name the work type. Select an icon and/or a color to which the work type will be associated.
Select Active to make this work type available; only an active work type can be used to create new items.
On the Attributes tab, move the attributes you want to be associated with this work type to the right column. Required attributes cannot be removed.
On the Containment tab, select the parent work type and any child work type.
Click Save.

Delete

A work type can be deleted as long as it is not being used by an existing work item. If a work type is being used (or may be used again) by a work item, you should inactivate it.

To delete a work type

From the application toolbar, click Setup, and then select Customization.
Select the Types Setup tab.
Select the Agile Work Types tab.
Select a work type.
Click Delete.

Edit

Find a work type on the Agile Work Types tab of the Types Setup tab, make the changes that need to be made, and then click Save.

To edit a work type

From the application toolbar, click Setup, and then select Customization.
Select the Types Setup tab.
Select the Agile Work Types tab.
Make your changes.
Click Save.

Inactivate

A work type can be inactivated. This prevents them being available whenever a work type list is used and it helps preserve historical data associated with that work type.

To inactivate a work type

From the application toolbar, click Setup, and then select Customization.
Select the Types Setup tab.
Select the Agile Work Types tab.
Under Agile Work Types, select a work type.
De-select Active.
Click Save.

View

Every work type is shown on the Agile Work Types tab in the Types Setup tab.

To view a work type

From the application toolbar, click Setup, and then select Customization.
Select the Types Setup tab.
Select the Agile Work Types tab.
Select the work type in the list.