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Setting up work item categories

Learn about setting up work item categories.

A work item category allows you to classify and group work items by type — for example, by type of work, department, or service line. Categories, once defined, can be assigned to work items, work item templates, and series master work items, making it easy to tag, filter, and organize work across your projects.

1 - Setting up work item categories

Work item categories are used to classify and group work items by type.

To set up a work item category

Create a record for each category that you want to use to classify work items.

  1. Choose the 🔎 icon, enter Work Item Categories, and then choose the related link.
  2. Choose the New action.
  3. Fill in the fields as necessary. Hover over a field to read a short description.