Create and manage custom work item types in CWM

Create custom item types for Boards in Collaborative Work Management, so that you can organize and manage multiple types of tasks from a single location, regardless of the workflow.

始める前に

Create a Board in CWM.

Role required: sn_cwm.cwm_user

このタスクについて

Watch this video for information about creating a work item type.

手順

1. Navigate to Workspaces > Collaborative Work Management.
2. Navigate to the Board that you want to add custom tasks to.
3. From the Board header, select the More actions icon () and select Manage item types.
4. From the Default item types section, enable or disable Task or Defect to be available for your Boards.
5. From the Custom work item types section, add a new item type.
   1. Select Add new item type.
   2. In the Item type name field, enter a name for the work item type.'
   3. Select an icon to represent the item type.
   4. Select the check box to make this item type available for use in the Board.
   5. Select + Add new item type to repeat adding another item type.
6. After adding all required work item types, select Save.

次のタスク

Add tasks of the new item type to your Board using the More actions menu () on the Board header.