Manage connected work item types in CWM

  • Release version: Xanadu
  • Updated July 31, 2025
  • 1 minute to read
  • Enable, disable, refresh data, or delete the connected work item types on your CWM Board to keep the work items up to date based on changing requirements.

    Before you begin

    Role required: sn_cwm.cwm_user

    Procedure

    1. Navigate to Workspaces > Collaborative Work Management.
    2. From a Space, select the Board that you want to manage the connected work item types for.
    3. From the Board header, select Connected work.

      Connect work option in the CWM Board header.

    4. From the Manage connected work modal, disable or enable any existing work item type.
      Enable or disable any connected work item type for a CWM Board.
    5. Update the filter conditions for a work item type by selecting Edit from the More actions menu (More actions icon.).
    6. Select Refresh data from the More actions menu (More actions icon.) to fetch any latest records for the work item type that you defined.
      Choose to edit, refresh data, or delete a connected work item type configuration for a CWM Board.
    7. If the work item type is no longer necessary, you can delete it.
      1. From the More actions menu (More actions icon.) of a work item type configuration, select Delete.
      2. From the Delete configuration modal, select Confirm.
    8. After you have done all the required changes, select Save.

    Result

    The Board is refreshed to load the work items based on your changes.