Create a custom work item type in EAP

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create a custom work item type to include in the Agile configurations for Enterprise Agile Planning.

    Before you begin

    Set the application scope in your instance to Portfolio Planning Core.

    Role required: sn_apw_advanced.eap_admin

    Procedure

    1. Navigate to All > System Definition > Tables.
    2. Select New.
    3. On the form, fill in the fields.

      For field information, see Work item type form.

    4. Optional: Deselect the Create module check box.
    5. Select Submit.

    What to do next

    For any new work item type tables, create relevant form views and list views. See Create or update form views for EAP work items and Create or update list view for EAP work items.

    If the work item type uses custom state choices as columns on the Planning board, map the custom states to state buckets so that cards display correctly after a page reload. For more information, see Configure state bucket mapping for custom story states in EAP.