Work Item Types

Overview

Work Item Types are the fundamental categories you use to classify tasks and other work within your projects. Customizing types like Task, Bug, Epic, or Change Request allows you to tailor Zymmr to your team's specific workflow and terminology, ensuring clarity and consistency across all projects. This feature is managed in Global Settings ⚙️.

1. The Work Item Types Dashboard

This screen is your central hub for viewing and managing all available Work Item Types in your Zymmr instance.

• Search Bar: Located at the top, this allows you to quickly find a specific work item type by name.
• + Add Work Item Type Button: The primary button for creating a new category of work.

The dashboard displays all existing types in a table with the following columns:

Column	Description
NAME	The title of the work item type, accompanied by its chosen icon (avatar).
DESCRIPTION	A brief explanation of what this type represents or when it should be used.
ACTIONS	A set of icons for managing each individual type: Edit, Clone, and Delete.

2. How to Create a New Work Item Type

Adding a new type to match your team's process is straightforward.

1. From the main Work Item Types screen, click the + Add Work Item Type button.
2. The "Add Work Item Type" modal window will appear.
3. Fill in the required details:

Field	Description
Title *	Enter a clear and concise name (e.g., "Feature Request", "Technical Debt"). This field is required.
Description	Provide an optional, but highly recommended, description to help users understand the type's purpose.
Workitem Type Avatar	Select an icon and color combination that visually represents this type, making it easy to identify at a glance.

Once you are satisfied with the details, click the Save button. Your new Work Item Type will now appear in the main list.

3. Managing Existing Work Item Types

For each type in the list, you have a set of actions available in the "ACTIONS" column.

Editing a Work Item Type

1. Find the work item type you wish to modify in the list.
2. Click the Edit (pencil) icon in its row.
3. The "Edit Work Item Type" modal will appear, pre-filled with the current details.
4. Make your desired changes to the Title, Description, or Avatar.
5. Click Save to apply the changes.

Cloning a Work Item Type

Cloning is a quick way to create a new type that is very similar to an existing one.

1. Find the work item type you want to use as a template.
2. Click the Clone (two pages) icon in its row.

Deleting a Work Item Type

1. Find the work item type you wish to delete.
2. Click the Delete (trash can) icon in its row.
3. A confirmation prompt will appear to prevent accidental deletion. Confirm to proceed.

Best Practices

• Use Clear Names: Choose names that are universally understood by all your teams.
• Don't Overcomplicate: Start with a small, essential set of types. You can always add more later if a real need arises.
• Use Descriptions: Write clear descriptions to guide users on when to use each type.

Important Note

You typically cannot delete a Work Item Type that is currently in use by a Work Item Type Scheme or is associated with existing work items in any project. You must remove these associations first.