Product Announcement - Work Item Templates

[grama23]

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.

[michael.addington]

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

[Sheri Moore]

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

[System]

Andy needs a raise! 

 

Product Announcement - Work Item Templates 

[Legacy User]

How can I attempt to create a template?

[System]

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

[Terry Ginzburg]

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

[Anon Anon]

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. 

[prasad63]

Would love to try it

[PZK]

Would be nice to test this.

[Matt Seitz]

Our workspace would like to participate in the beta test.

[bulmi01]

grama23,

 

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

 

Thank you.

 

Michael

[grama23]

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!

[bulmi01]

Thank you!

 

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

 

Michael

[Legacy User]

I'd definitely be interested in trying this out

[NoNamesLeft]

I would like to beta test as well. 

[ThomasReneHansen1365616]

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

[Pat Cousins]

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

[NoNamesLeft]

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

[llowman_avidxchange]

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

[Marti Andrews]

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

[Elise Shapiro]

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

[Sasha_Frasch]

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

 

Thank you,

[Legacy User]

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

 Dieter

[Legacy User]

I'm interested in participating. Thanks!

[Legacy User]

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

[Niveditha (Nivi) Gadamchetty]

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

[Niveditha (Nivi) Gadamchetty]

I'm definitely interesting in trying this out! grama23

[marklawford]

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.

[Nev Percy]

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.

[MariaMcClelland1340203]

We'd like to participate in the beta

[s_dangelo]

Can we join this beta Please!

[Mike Ceolla]

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

[Niveditha (Nivi) Gadamchetty]

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

[JoeTouhey1365727]

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

Thank you.

Joe Touhey

[Terry Ginzburg]

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?

[Leah Pearlstein]

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 

[Terry Ginzburg]

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