Mark Document content as Work Items

  1. Select all the text you want included in the Work Item. If you select multiple paragraphs, they will all be included in the same Work Item.

  2. On the Document toolbar, click the icon representing the type of Work Item initially configured for the Document.

  3. In the menu that now appears, select the desired Work Item type. If only one type is configured, only that type appears. The selected text is marked as a Work Item, and the icon for the specified type appears just outside the left-hand border of the editor. The artifact in the underlying repository is not created until you save the Document.

If you change your mind, you can unmark the content by clicking on its type icon and choosing Unmark from the pop-up menu. If you want to unmark the item and delete both Document content and the underlying artifact, choose Delete instead.

Modify Work Items

After a Work Item is created, you can edit its description, and other attributes such as fields and links provided that your user profile is granted permission to MODIFY Work Items, and Work Item fields. If you are denied permission to modify any fields, you cannot edit Work Item content in the Document Editor. You must use the Table view of the Work Items topic, where you will be able to modify only those fields you have permission to modify. If you find you are restricted from editing Work Items, contact your administrator to review your permissions.

Tip:

To open a Work Item in the Table view, select it in the Document Editor, click the icon at the left edge, and choose Open on the menu. You can also open the Table view form the Document Editor toolbar.