Create new work items by using work item templates

Learn about the work item templates and how to use them. Having work item templates allows creation of work items based on predefined fields and values. This feature is useful for standardizing work items that are frequently created, ensuring consistency and saving time.

2 minute read

To use a template on a work item

On the Work Item page, choose the Apply Template action.
If more than one work item template exists, then a page opens from which you can select a work item template. In that case, follow the next steps:
1. On the Select a template for a work item page, choose the template that you want to use.
2. Choose the OK button.
  You will be prompted do you want to replace data in the fields or not, if some values are already entered in some fields before choosing the Apply Template action.
3. Some fields are filled with the information from the template, as well as the checklist lines.
Proceed to fill or change fields on the work item as necessary. Hover over a field to read a short description.

Note

In case that work item template has the recurrence pattern set on it, as dates are not set on the template, the recurrences will not be created on the target work item until you choose the Calculate Recurrences action.

To create a new work item template

Choose the 🔎 icon, enter Work Item Templates, and then choose the related link.
Choose the New action.
In the No. field, enter the unique identifier for the work item template.
Fill in the remaining fields on the Work Item Template page as necessary.
On the Checklist FastTab, enter what should be done in order to complete the work for the work item.

Note

On the work item templates the predefined values can be entered only for the following fields:

Title
Description
Recurrence Pattern

On the Checklist FastTab, only the description of what should be done can be entered, since it cannot be related to any work item.

Tip

Choose the Copy Template action that allows you to copy all the information into current template from the selected one.

To save a work item as a template

On the Work Item page, choose the Save as Template action.
The Work Item Template page opens showing the work item as a template.
Fill in the fields as necessary.
When you complete the new work item template, choose Close.

The work item template is added to the list of work item templates, so that it can be used for creation of new work items.