Creating a work item template

To create a work item template, create one or more work items that contain the field values you want to use in the work items that you will create based on the template. Then include those work items in the template.
Before you begin
You must be assigned to a role that has permission to modify the project area process specification.
About this task
To create a template:
  1. Create one or more work items to include in the template. Populate the work item fields with the values that you want to use in the work items that you will create based on the template. Optionally, add links to establish relationships between the work items. For example, you might want to use parent and child links to create a hierarchy of work items.
  2. Select the work items that you want to include in the template. You can select the work items from any place that they appear in the interface. For example, select work items from query results in the Work Items view, or select work items from your Favorites list.
  3. Right-click the selected work items and click Create Work Item Template.
  4. In the Create Work Item Template Wizard, enter a name and description for the template. The work items that you selected are listed. You can deselect one or more of the work items. Click Next.
  5. Select any attributes whose values you want to set each time that you use the template to create work items. For all other attributes, the values of the fields in the work items that you include in the template are used in the new work items. Click Finish.
What to do next
Now that you have created a template, you can use it to create work items.

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