Creating work items in Quick Planner boards

You can quickly create work items using Quick Planner. When you create a work item, you can set many of its attributes by using the attribute icons under the Create a work item field

Before you begin

Open Quick Planner by selecting Plans > Quick Planner

About this task

You must have already created a work board or a plan board.

Procedure

  1. Click in the Create a work item field and type a summary.

    Shows the Create a work item field and a window under the field that displays attribute icons

    When you click in the field, a window opens under it that displays attribute icons.
  2. Click the attribute icons to set attribute values for the work item.
    Tip: Required attributes are designated by a red asterisk (red asterisk icon).
    1. Type (Type icon) icon
    2. Description (Description icon) icon
    3. File Against (File Against icon) icon
    4. Owned By (Owned By icon) icon
    5. Priority (Priority icon) icon
    6. Severity (Severity icon) icon (defects only)
    7. Tags (Tags icon) icon
    8. Found In (Found In icon) icon (defects only)
    9. Due Date (Due Date icon) icon
    10. Subscribed By (Subscribed By icon) icon
    11. Parent (Parent icon) icon
    When you set an attribute, the keyboard shortcut for the attribute is displayed after the summary. Notice how some of the icons change after you set the attribute values.

    Shows the Create a work item field with the attribute shortcuts and values

    Note: The Description and Due Date attributes do not have keyboard shortcuts. However, these values are set when you create the work item.
    Alternatively, instead of clicking the icons, you can type keyboard shortcuts and set values for most of these attributes in the Create a work item field. The following list shows the keyboard shortcuts for the attributes that have a corresponding icon.
    • Type: *Type
    • Filed Against: ^Category
    • Owned By: @:Owner
    • Priority: $Priority
    • Severity (defects only): !Severity
    • Tags: #Tag
    • Found In: >Release
    • Subscribed By: @Subscriber
    • Parent: ->Parent

    To display suggestions for all attributes and their values, press Ctrl+Space.

    If you have created custom attributes in the project area admin page, you can select them here as well. For example, for the work item type defect, the user has created a custom attribute Release:
    Custom defect attribute
    Make this attribute a precondition:
    Precondition a required attribute
    When creating a new defect, this attribute appears in the drop down:
    Custom_attribute_quick_create
    These attributes are supported in quick create:
    • Tag
    • Small String
    • Timestamp
    • Integer
    • Category
    • Deliverable
    • Impact
    • Complexity
    • Boolean
  3. You can configure the elements that appear in the QUICK CREATE context menu for a particular work-item type.
    1. In the left navigation pane, hover beside your board name, and click the ellipses that highlights View properties, and click Board settings & Sharing:
      View Properties

      On the Board settings & sharing page, scroll down to see the Quick Create attribute section:

      Quick Create

      Quick Create can display up to 27 attributes.

    2. You can remove attributes that appear in the QUICK CREATE context menu for a particular work-item type. For example, you can remove several attributes from the Defect work item type. When you next open the QUICK CREATE menu, the removed attributes no longer appear.
      Quick Create Remove attributes
    3. If you have created custom attributes for work items, you are able to add them to the QUICK CREATE menu. For example, create the Release custom attribute for the Defect work item type:
      Create Release attribute
      The Release custom attribute now appears in the QUICK CREATE menu and you can add it:
      Add Attribute
      When you return to the QUICK CREATE context menu, the new attribute is available for you to choose:
      Quick Create Attributes
      For information about creating custom attributes, see: Defining work item types and attributes in the web client
  4. Click CREATE.
  5. After you create the work item, you can edit the work item fields in Quick Planner. You can click the Summary field, and edit the work item summary:
    Edit wotk item summary
  6. You can also enhance the Description field by using the extended set of rich-text capabilities:
    Rich text description
  7. After you create the work item, you can add new or existing child work items from the Child Task Breakdown view. To display this view, click the Open child task breakdown Open child task breakdown icon) icon that is included in the list of quick access actions for the work item:
    Shows a work item summary that is displayed in a view. The Open child task breakdown icon is included in the list of quick access actions for the item.
    The child work item opens in a new window.

    The type of the child work item depends upon what has been configured in the project area configuration.

    • If you have configured the default child work item type in the project area editor, then when you open child task break down in Quick Planner, the child work item type is determined by what has been configured for the parent work item type.
    • If the default work item type has not been explicitly configured then it defaults to the Task work item type if it exists. If the project does not have a work item type with id Task then it selects the first work item defined in the project.

    For more information about configuring default work item types, see Creating child work items in the web client.

    You can also remove the child-parent dependency in a work item by dragging and dropping the child work item from inside the hierarchy to the root level of the lane, thereby breaking the parent-child relationship.

  8. You can move a work item from one lane to another by dragging and dropping the work item. This changes the state of the work item to the state of the new lane. If the state changes to Resolved or Closed, a dialogue appears asking you to choose the resolution.
    Choose resolution

video icon Video

Jazz.net channel
Software Education channel

learn icon Courses

IoT Academy
Skills Gateway

ask icon Community

Jazz.net
Jazz.net forums
Jazz.net library

support icon Support

IBM Support Community
Deployment wiki