Create and link a new Work Item in a single operation

While focused on any Work Item, you can quickly create a new Work Item and a link, all in a single operation. You can create two basic link types this way, each having several possible link relationships:

  • Linked Work Item: Create a new Work Item and an outgoing link from current item to the new item.

  • Linking Work Item: Create a new Work Item and an incoming link to the current item from the new item.

Linking Work Item

In the default project configurations in project templates, a new Linking Work Item can have any one of the following relationships to the current Work Item:

  1. Relates to the selected item.

  2. Depends on the selected item.

  3. Duplicates the selected item.

  4. Is the child of the selected item (has parent).

  5. Has follow-up for the selected item.

  6. Implements the selected item.

These relationships are configurable in AdministrationWork Items Form Menus.

Create a new Linking Work Item

  1. In the Work Item browser, select the Work Item in which you want to create a new linking Work Item.

  2. In the Work Item editor toolbar, click to drop down the Actions menu.

  3. In the menu, choose Create Linking Work Item. A sub-menu appears which has all currently configured options for the new Work Item type and the role of the link to the new Work Item.

  4. In the sub-menu, choose the type and the link relationship for the new Work Item you want to create.

    A new empty Work Item of the selected type is created and opened for editing in the Work Item editor.

  5. Fill in the Work Item data as needed and click Create to create the new Work Item in the system.

Tip:

You can also create new linking/linked Work Items using the icons on any Work Item's title.

(Or use the Actions menu.)

Linked Work Item

In the default project configurations in project templates, a new Linked Work Item can have any one of these relationships to the current Work Item:

  • Is related to the selected item.

  • Is depended upon by the selected item.

  • Is duplicated by the selected item.

  • Is parent of the selected item.

  • Is follow-up of the selected item.

  • Is implemented by the selected item.

These relationships are configurable in AdministrationWork Items Form Menus.

Create a Linked Work Item

  1. In the Work Item browser, select the Work Item in which you want to create a new linked Work Item.

  2. In the Work Item editor toolbar, click the Actions button to drop down the Actions menu.

  3. In the Actions menu, choose Create Linked Work Item. A sub-menu appears which has all options for new Work Item type, and role of the new Work Item link.

  4. In the Actions sub-menu, choose the type, and the link relationship for the new Work Item you want to create.

    A new empty Work Item of the selected type is created and opened for editing in the Work Item editor.

  5. Fill in the Work Item data as needed, and click Create to create the new Work Item in the system.

Tip:

You can also create new linking/linked Work Items using the icons on any Work Item's title.

(Or use the Actions menu.)