Creating work items from the Create Work Items section

You can customize the predefined layout of the work item editor for the work item types that are provided with your process template.

1. Click Work Items in the main menu, and, in the Create Work Items section, select the type of work item to create.
   Alternatively, use the shortcut on the Welcome to Work Items page. Click Create a work item, select the project area, and then select the work item type.

   Note: When you use this shortcut, a work item is created with the default work item type, which is determined by the project's process configuration. For information about setting the default work item type, see Setting the default work item type.

   When you click Work items, a drop-down list appears with the types of actions available, including a list of the types of work items available for you to create. The default number of work item types to display is 10; if your process definition has more work item types defined, then you can configure this drop-down to display more than the default 10 items.

   Learn more about changing the number of work items in the drop down list: You can change the default number of work item types that appear in the Work items drop-down box: Navigate to your project admin page (something like: https://<server_URL>:<port_number>/ccm/admin). Click Advanced Properties and locate com.ibm.team.workitem.service.internal.WorkItemServer$ConfigurationValueProvider. Find the Maximum number of work item types to show on the work item component menu, and click Edit. Type the number of work items types that you want to display, and click Save. Now when you click Work Items, a longer list of work item types appear in the drop-down list.

   If there are deprecated work item types in the Work items drop-down box, you can change the project settings for your project to filter out these deprecated work item types. Only active work item types is displayed.

   Learn more about filtering out deprecated work item types from the drop down list: You can select whether you want deprecated work items to be filtered out from the Work items drop-down list. In the Eclipse client, open your project. Open the Process Configuration Source tab and search for com.ibm.team.workitem.configuration.workItemTypes. Search for the work item type that is deprecated and add the text archived="true". For example, this XML snippet would filter the ‘story’ work item type from the various locations in the user interface, where you can create work items.

   <configuration-data final="true" id="com.ibm.team.workitem.configuration.workItemTypes" xmlns="http://com.ibm.team.workitem/workitemTypes">
   <type category="com.ibm.team.workitem.workItemType.story" icon="processattachment:/workitemtype/story.gif" id="com.ibm.team.apt.workItemType.story" ignoreNameInLinkDetection="false" name="Story" archived="true">
       <alias name="user story"/>
   </type>
   

2. Work with the various tabs to add more information to the work item.
   • Overview tab and Description box in web client
   • Links tab
   • Approvals tab
3. Optional: If you are working in a project that uses the scrum process and you are creating a story work item, you can specify the acceptance criteria.
   1. Click the Acceptance tab.
   2. In the Criteria of Acceptance field, enter the criteria for the test team to use to verify that the story work item is complete.
4. Click Save to save the work item.