Create Work Item

Overview

Creating a work item in Zymmr involves defining its key attributes and properties. This guide helps you:

• Create new work items efficiently
• Set up proper tracking
• Assign work appropriately
• Define clear requirements

Creation Methods

1. Using Create Button

1. Click Create button in the top navigation
2. Fill in required fields:
   • Select a project from dropdown
   • Choose work item type
   • Enter a title
3. Add optional information as needed
4. Click Save to validate and create

✍️ Description Editor Features

The description field includes a rich text editor with:

• Text formatting (Bold, Italic, Underline)
• Code blocks
• Lists and tables
• Undo/Redo functionality

🧭 Form Navigation

• Use Tab key to move between fields
• Required fields must be filled before saving
• Optional fields can be left empty

🔗 Field Dependencies

• Project selection may affect available Types
• Type selection may affect available fields
• Some fields may be pre-filled based on project settings

2. Quick Create from Backlog

1. Navigate to Project Backlog:

   • Select project from projects list
   • System redirects to project's backlog page

2. Using Quick Create:

   • Locate the "Select Type" dropdown under Backlog section
   • Choose work item type (Task/Request, Testing, etc.)
   • Enter title in the text field
   • Press Enter to create the work item

⚡ Quick Creation

The backlog quick create method is ideal for:

• Rapid work item creation
• Adding multiple items quickly
• Basic work items that don't need detailed information immediately

📋 Post Creation

After quick creating a work item:

• Click on the work item to add more details
• Update optional fields as needed
• Add description and other information

Form Details

Required Fields

Field	Description	Required
Project	Select the project for the work item	Yes
Type	Select work item type (Task, Bug, Story)	Yes
Title	Brief description of the work	Yes

Optional Fields

Field	Description	Format
Priority	Importance level of the work item	Dropdown
Description	Detailed information about the work	Rich text editor
Start Date	When work should begin	Date picker
End Date	When work should complete	Date picker
Story Point	Effort estimation in story points	Number
Reporter	Person creating the work item	Dropdown