Locate your Work Items

Work Items are issues you and others need to process to complete the project. Work Items are of different types representing different artifacts. For software development, common types include Requirement, Defect, Change Request, and Task. The types and their definitions are fully configurable, both globally and for each project, so you may see different types in projects you work on.

There are three basic ways you can locate Work Items:

  • Use Search features.

  • Use Shortcuts.

  • Use Topics.

Use Search to find Work Items

If you know the ID of the Work Item you want or some text in its description, you may be able to quickly locate the Work Item using the Site Search in the Polarion header.

Use Shortcuts to locate Work Items

You can use the shortcuts topics in the main navigation panel to access some subset of Work Items. By default, the Global Shortcuts topic contains a shortcut named My Work Items which accesses all unresolved Work Items assigned to you and displays them in the Table view of the Work Items topic. Other shortcuts pull up other sets of Work Items. You can create your own shortcuts from queries you build using the Query Builder in the Table view of the Work Items topic. See Search Work Items.

Once you have accessed a set of Work Items with a Shortcut, you can use the Query Builder in the Table and other Work Item views to refine the list of Work Items. See Search Work Items.

Use Topics to locate Work Items

The Navigation pane contains navigational links that pull up sets of Work Items. The Work Items topic accesses all Work Items of all types in the project. Beneath this link are several others which may vary according to configuration/customization of your system. By default, the following links are present:

  • Task: Accesses all project Work Items of Task type.

  • Change Request: Accesses all project Work Items of Change Request type.

  • Requirement: Accesses all project Work Items of Requirement type.

Note:

The Work Item types may differ depending on the project template used to instantiate the project and/or any project-specific customization that may have been done.

The list of Work Item types is configurable by a Polarion administrator, so you may see other items such as Defect or Feature Request which correspond to types of Work Item custom configured for your system. See Configure Work Items. In every case, clicking on one of these items should access all project Work Items of the respective type.

Once you have accessed a set of Work Items with a Topic, you can use the Query Builder in the Table and other Work Item views to refine the list of Work Items.