In this article, we will help you to understand how to print workitems. Skip Ahead to: Overview Steps to Print Workitems Overview The application provides the Print capability to print the details and even mail them to project members and external users. Steps to Print Workitems To print workitems, Go to the Detail view of […]
Common Operations
How to Export and Import Workitems
Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Steps to Export Workitems Steps to Import Workitems Validations for Importing Workitems Overview Exporting workitems enables sharing files and helps in adding and modifying workitems offline using MS Excel. Export the structure to add and upload items or […]
How to Close and Reopen a Workitem
In this article, we will help you to understand how to close and reopen a closed workitem. Skip Ahead to: Overview Steps to Close a Workitem Steps to Reopen Workitems Overview You can close a workitem before the workitem undergoes all stages in the workflow and closes automatically. Also, if you have decided to resume […]
How to Copy and Delete a Workitem
In this article, we will help you to understand how to copy and delete a workitem. Skip Ahead to: Overview Steps to Copy a Workitem Steps to Delete Workitems Overview You can create a copy of the workitem, where the details of the workitem are copied along with the attachments except the linked cards. If […]
How to Add Tags to a Workitem
In this article, we will help you to understand how to add tags to a workitem. Skip Ahead to: Overview Steps to Add Tags to a Workitem View Tags on Execution Board Overview A workitem can be identified from the many fields, and the tag is one such field that can be used to sort […]
Common Feature Operations
Overview There are modules that have some common features across the application. On hovering the mouse over these common icons available on most List views and Detail views of the workitem, the tool-tip describes the icon based on the workitem type selected. For example, Add Action Item, Delete Action Item, etc. for an Action Item […]
How to Add and Modify a Workitem
Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Adding a Workitem Common Tabs of a Workitem Adding a Workitem from the Left Panel Alternatives to Add Workitems Adding Multiple Workitems(Multiline Add Item) Modifying a Workitem Overview You can add multiple workitems if the form is configured […]