Work Items in Documents

Any time during the authoring process of a Document, you can mark some parts of its content as Work Items. Marking content creates a Work Item artifact in the underlying repository, enabling the team to take advantage of all the traceability, workflow, reporting, and other management features. Document authors can continue to work with content in a straightforward document-like editor.

Tip:

While there is no hard limit to the number of Work Items you can have in a LiveDoc, the recommended best practice is that you keep it under 5000.

By default, Documents can contain Work Items of the type named Heading, and one other type specified by the user who creates the Document. Work Items created in Documents are tracked through their lifecycle and managed with workflow. They are also accessible in the Work Items topic for those who prefer a more tool-based interface.

After a Document is created, one or more additional user-defined Work Items types can be configured, enabling users to mark Document content as a Work Item of any of the configured types. For example, a team might choose to have requirements and test cases in the same Document. See Configure Document Work Item types for specifics.

To make changes in a Document, you must have permissions to modify Documents, to create new Work Items, and to modify Work Item fields. If you are denied permission to modify any fields, some restrictions on creating new Work Items are imposed. For details, see Work Item Field Permission Restrictions: New Work Items.