Create and manage custom work item types in CWM

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Create custom item types for Boards in Collaborative Work Management, so that you can organize and manage multiple types of tasks from a single location, regardless of the workflow.

    Before you begin

    Create a Board in CWM.

    Role required: sn_cwm.cwm_user

    About this task

    Watch this video for information about creating a work item type.

    Procedure

    1. Navigate to Workspaces > Collaborative Work Management.
    2. From a Space, select a Board that you want to add custom tasks to.
    3. From the Board header, select the More actions icon (More actions icon.).
    4. From the Default item types section, enable or disable Task or Defect to be available for your Boards.
    5. From the Custom work item types section, add a new item type.
      1. In the Item type name field, select the Edit work item icon (Edit work item icon.) and enter a name for the work item type.
      2. Select an icon to represent the item type.
      3. Select the check box to make this item type available for use in the Board.
      4. Optional: Enable this work item type for all Boards and Spaces in the workspace.

        If you disable this option, the custom item type is applicable to only the current Board.

      5. Select + Add new item type to repeat adding another item type.
    6. After adding all required work item types, select Save.

    What to do next

    Add tasks of the new item type to your Board using the More actions menu (More actions icon.) on the Board header.