Customization

Work Items

OVERVIEW

Enables user to setup work items by adding New Work Items or Update the Custom Code and Description for the Existing work Items.

The Show/Hide selection box enables users to display or conceal Work Items within the system.

ADD NEW WORK ITEM

User can follow below simple steps to add new work item:

  • Go to the Customization Section of the Admin Page and select Work Items.
  • Click on the Add Icon located at the bottom of the Work Items Page.
  • This action opens a Manage Work Item pop-up, enabling input of the Description and Code for the new Work Item.
  • Select the icon from the list.
  • Save the changes .

Allows to select the Work item Icon only from 6 pre-defined Icons listed

UPDATE WORK ITEM
  • Click on the Edit icon corresponding to the work item in the Action Column that you wish to modify.
  • Update the Code and Description fields.
  • Press the Save Button to confirm your changes.
  • The updated data will be reflected in the Custom Code and User Description Column.

SHOW/HIDE THE TABS FOR WORK ITEM

  • Click on the Work Item Code Hyperlink to access the work item Details Page.
  • Next, select the Tab named “Tabs“.
  • A list of tabs for the selected work item will be displayed.
  • Users can toggle the checkboxes to select or un-select, thus hide/show the Tabs for the Work item type.
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