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Product Announcement - Work Item Templates

michael.addington02-06-2018 10:34 AM

ET_Cigna02-13-2018 03:00 PM

Terry Ginzburg02-20-2018 04:11 PM

prasad6302-27-2018 11:34 AM

PZK03-02-2018 04:43 AM

maher_brian06-01-2018 08:59 AM

Niveditha (Nivi) Gadamchetty07-11-2018 04:32 PM

MariaMcClelland134020308-07-2018 01:21 PM

s_dangelo09-04-2018 01:09 PM

  • 1.  Product Announcement - Work Item Templates

     
    Posted 02-06-2018 10:31 AM

    Cheers to another great hackathon project by graan19 which has given us Work Item Templates! These are similar to rich text templates in our Editable Details Page, but they are available in our Quick Detail Page (QDP) and they allow you to create templates for multiple fields at once and can include child tasks. 

     

    This new functionality will be in beta soon, so let us know if you're interested in participating!

     

     

    Creating a Template

     

    To create a template, start with a work item that you'd like to create a template based on and ensure that the fields are filled out correctly and that it has the correct tasks open the work item to base the template off of. Open that work item with QDP and click the "Template" button at the top.

     

     

    Once the template modal is open, click the New Template button and use the Xs to decide which fields to include in your template. Depending on your permissions, you can also choose who the template is visible to and can also set defaults.

     

    Applying a Template

    To apply a template, open a work item in QDP and click the Template button. Once you have found the template to apply, use the Apply button.

     

    Modifying a Template

    Similar to rich text templates, there is no means in the template modal to modify an existing template. If you want to update an existing template, you can follow these instructions:

    1. Create a new work item of the type of template you want to modify.
    2. Apply the template that you'd like to modify to that blank work item.
    3. Make the necessary modifications to the work item, then use the Template button to create a new template. 
    4. Once the new template is created, you can delete the old template in the Template modal.

     

    Defaults and Sharing

    Any administrator can share templates and set them for defaults at the scope they are an admin for and below. Each user, project and workspace can only have one default at each level, meaning that each user can have a personal default, each project can have a project default, and each workspace can have a workspace default. 

     

    • Project and workspace defaults/sharing will apply to the project/workspace that the work item is in.
    • Defaults will be applied using this logic:
      • If a user-specific default exists, apply that. If not, check for a project default and apply that. If not, check for a workspace default and apply that.
    • Project admins can share templates and set defaults for projects that they are admins for. They can also delete any templates for projects where they are admins.
    • Workspace admins can share templates and set defaults for workspaces and child projects that they are admins for. They can also delete templates for workspaces where they are admins and those child projects.
    • Sub admins can share templates and set defaults for any workspace and project, as well as delete and project or workspace templates.

     

    Known Limitations

    • No sharing of rich text templates in EDP with work item templates in QDP. Because rich text templates are not field specific, there is no way for this information to be shared with the work item template model.
    • When creating templates for stories with associated tasks, only the name and estimate of the tasks will be included in the template. If the tasks have required fields, apply the story template will not create the tasks.


  • 2.  Re: Product Announcement - Work Item Templates

    Posted 02-06-2018 10:34 AM

    What a great function.  I'd love to beta test it.



  • 3.  Re: Product Announcement - Work Item Templates

    Posted 02-06-2018 03:56 PM

    Yes please!  Would this appear in Labs, New Features, or just turned on for the subscription?



  • 4.  Re: Product Announcement - Work Item Templates

    Posted 02-08-2018 01:00 PM


  • 5.  Re: Product Announcement - Work Item Templates

    Posted 02-13-2018 03:00 PM

    How can I attempt to create a template?



  • 6.  Re: Product Announcement - Work Item Templates

    Posted 02-14-2018 04:34 PM

    Hi ET_Cigna while this functionality isn't yet available, it sounds like you're interested! Pulling in Marianne for FYI: grama23



  • 7.  Re: Product Announcement - Work Item Templates

    Posted 02-20-2018 04:11 PM

    We'd also be interested in beta testing this one!



  • 8.  Re: Product Announcement - Work Item Templates

    Posted 02-26-2018 01:15 PM

    ooooh, fancy. at first, I thought this work-item template feature was for AC admins as a way to manage work-item custom fields across teams. but it's actually a work-item template feature for end-users to manage consistent work-item instances. include us, too. we'll give it a go. 



  • 9.  Re: Product Announcement - Work Item Templates

    Posted 02-27-2018 11:34 AM

    Would love to try it



  • 10.  Re: Product Announcement - Work Item Templates

    Posted 03-02-2018 04:43 AM

    Would be nice to test this.



  • 11.  Re: Product Announcement - Work Item Templates

    Posted 03-05-2018 02:51 PM

    Our workspace would like to participate in the beta test.



  • 12.  Re: Product Announcement - Work Item Templates

    Posted 03-06-2018 06:24 AM

    grama23,

     

    When will this be ready to beta test?  Or how can we add more folks to the beta?

     

    Thank you.

     

    Michael



  • 13.  Re: Product Announcement - Work Item Templates

     
    Posted 03-06-2018 10:18 AM

    bulmi01 great question. We have been turning this on for a few customers at a time for the last two weeks. As we are ready for more beta testers, I'll reach out to people who have posted here to see if they're ready to have it enabled for their subscription. We're excited to have so many eager beta testers and are looking forward to enabling this for more users!



  • 14.  Re: Product Announcement - Work Item Templates

    Posted 03-06-2018 10:49 AM

    Thank you!

     

    InnaShulman1354537 would probably like to be a part of the beta.

     

    Michael



  • 15.  Re: Product Announcement - Work Item Templates

    Posted 03-12-2018 05:28 PM

    I'd definitely be interested in trying this out



  • 16.  Re: Product Announcement - Work Item Templates

    Posted 03-21-2018 06:00 AM

    I would like to beta test as well. 



  • 17.  Re: Product Announcement - Work Item Templates

    Posted 03-19-2018 10:00 AM

    Yes - I woul like to try this out.
    Could this all so prevent new task's in being created with as default owner ?



  • 18.  Re: Product Announcement - Work Item Templates

    Posted 03-21-2018 07:04 PM

    grama23 We would love to try this one out too!  Loving all these goodies coming out of your Hackathons.



  • 19.  Re: Product Announcement - Work Item Templates

    Posted 03-27-2018 05:30 AM

    grama23 Can you let me know what are the expected times to be added to beta test the feature? 



  • 20.  Re: Product Announcement - Work Item Templates

    Posted 04-05-2018 11:53 AM

    grama23 We have been waiting for this capability!!!  How can we get this turned on for our subscription? 



  • 21.  Re: Product Announcement - Work Item Templates

    Posted 05-07-2018 05:40 PM

    Hi - can we have access to this for testing please?



  • 22.  Re: Product Announcement - Work Item Templates

    Posted 05-15-2018 02:55 PM

    My people would like this! How do we get it turned on for our subscription???



  • 23.  Re: Product Announcement - Work Item Templates

    Posted 05-22-2018 10:39 AM

    Hi there- Can I please get access/permission to test this?

     

    Thank you,



  • 24.  Re: Product Announcement - Work Item Templates

    Posted 05-24-2018 11:12 PM

    Hi, our teams would love to test and use this. Can we get added to the beta for this?
    Thank you, 

     Dieter



  • 25.  Re: Product Announcement - Work Item Templates

    Posted 06-01-2018 08:59 AM

    I'm interested in participating. Thanks!



  • 26.  Re: Product Announcement - Work Item Templates

    Posted 06-22-2018 08:58 AM

    our team here would love to participate in this beta! grama23



  • 27.  Re: Product Announcement - Work Item Templates

    Posted 06-25-2018 04:38 PM

    Is there any rough estimate as to when this feature would be made available?



  • 28.  Re: Product Announcement - Work Item Templates

    Posted 07-11-2018 04:32 PM

    I'm definitely interesting in trying this out! grama23



  • 29.  Re: Product Announcement - Work Item Templates

    Posted 07-16-2018 06:56 AM

    Definitely looking to use this feature. Just been trying to work out how to turn it on...

     

    I'll keep looking and hopefully see that drop for our workspace soon.



  • 30.  Re: Product Announcement - Work Item Templates

    Posted 07-23-2018 07:15 AM

    Please can we now join in this beta?
    (Can I request this, or do you need it to come direct from the Subscription Admin?)

    Many thanks,

    --Nev.



  • 31.  Re: Product Announcement - Work Item Templates

    Posted 08-07-2018 01:21 PM

    We'd like to participate in the beta



  • 32.  Re: Product Announcement - Work Item Templates

    Posted 09-04-2018 01:09 PM

    Can we join this beta Please!



  • 33.  Re: Product Announcement - Work Item Templates

    Posted 09-18-2018 10:37 AM

    Please add us as well, or make this a Lab option.



  • 34.  Re: Product Announcement - Work Item Templates

    Posted 09-20-2018 12:05 PM

    I had my subscription admin reach out to our CA rep. Then they turned in on for us. Hope this helps!



  • 35.  Re: Product Announcement - Work Item Templates

    Posted 10-19-2018 05:19 PM

    How would I go about getting this functionality turned on in my Subscription?

    Thank you.

    Joe Touhey



  • 36.  Re: Product Announcement - Work Item Templates

    Posted 10-25-2018 10:15 AM

    We would love to be able to cascade a template to a set of projects rather than having to recreate it and share it in each distinct project. For example, a Release Train might want something applied as a default for all of its teams.  This is also a limitation with sharing in Work Views, Team Board, Rich Text Templates, and the Custom List-type shared views, and is something I hear as a request from many of our users.  Is that something on the horizon?



  • 37.  Re: Product Announcement - Work Item Templates

    Posted 11-27-2018 10:17 AM

    Hi Terry. I think this functionality would be helpful, too. I came across your message and wanted to let you know in case you didn't see it yet, there are going to be updates to the Beta today that include this Feature for Work Item Templates. Agile Central Support says it is rolling out to everyone Monday, Dec. 3.

     

    Announcement: Product Announcement - Changes to QDP Work Item Templates 



  • 38.  Re: Product Announcement - Work Item Templates

    Posted 11-27-2018 10:26 AM

    Hi Leah, thanks for thinking of me!  I am looking forward to checking out these changes tomorrow morning!