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Creating Work Item Type for Template

Scott Raley (13542831) | asked Aug 12 '13, 10:36 a.m.
edited Aug 12 '13, 12:37 p.m.
Are there documented steps on creating a work item template? I want a new one similar to the current risk template but its called Opportunities. Some of the same fields will be reused. Can I just call it a different name and reuse the risk editor pieces? - Thanks

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Rosa Naranjo (2.9k11423) | answered Aug 12 '13, 3:57 p.m.
Have you tried the Process Enactment Workshop. Try Lab 3.  In that lab, a new work item type of 'Technology Review' is introduced. The labs go on to show other typical edits that follow once a new workitem type is introduced such as workflow editing and presentation editing.

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sam detweiler (12.5k6189201) | answered Aug 12 '13, 10:41 a.m.
you mean create a new workitem in a project?

there is online help for that.. unfortunately there  is no 'clone' operation.

workitem template is a specific term for partially completed workitem(s) used to help users create them quickly.
(they are listed in the project area 'templates' menu.)

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Scott Raley (13542831) | answered Aug 12 '13, 12:36 p.m.
I actually mean work item type. I have issues, defect, milestone, risk, etc. I need to create new ones so I can create new data entry screens for that type of information.

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