In this article, we will help you to understand how to add and manage items.
|
Skip Ahead to: |
Overview
An item is a documented event, task, activity, or action that will be carried out and monitored; in other words, it is meant to track any work that needs to be done by the team member while working on the project.
Note: This menu is only available for the Simple Work Management template.
Navigation
In the left navigation panel, expand the Recent Projects menu and select any project. Hover over the Project breadcrumb at the top, expand the Execute module, and select Items.
Steps to Add an Item
- Click the ADD button.
- Enter the relevant attributes about the creation of an Item:
-
-
- Name: Enter an appropriate title that identifies the Item.
- Card Owner: Assign a Card Owner for accountability.
- Description: Provide a brief description of the item to help others understand its purpose.
- Priority: Set the priority of the Item.
-
-
- Fill in the other remaining attributes and click the SAVE button. Then, you return to the listing page.
Default Sections in Items
The default sections appearing for an Item are Details, Linked Cards, Comments & Attachments, Activity Log, and System Fields.
Once the Item is created, the following tab is visible:
- Details: The Details section displays, gathers, and tracks all information related to the Items.
- Linked Cards: It helps you to set parent-child hierarchy and the relationship between themes/epics and workitems and trace them while working with them. For more information, click here.
- Comments & Attachments: The members can add comments related to the project item which are then listed in the Comments section. When a project item requires more data for reference, you can attach files that can be downloaded, edited, and uploaded. For more information, click here.
- Activity Log: The Activity log displays the list of operations in reverse chronological order for activities performed such as updating, closing, reopening, etc. In the Activity Log, you can view the various versions and the differences between the two versions of a workitem. For more information, click here.
- System Fields: All the system-generated fields or uneditable fields are listed in the System Fields segment.