Add, update, and follow a work item

Add and update a work item

Azure Boards | Azure DevOps Server 2019 | TFS 2018 | TFS 2017 | TFS 2015 | TFS 2013

You add work items to plan and manage your project. You use different types of work items to track different types of work—such as user stories or product backlog items, tasks, bugs, or issues. You can describe the work to be done, assign work, track status, and coordinate efforts within your team.

For additional clients that you can use, see Best tools for adding, updating, and linking work items.

Prerequisites

  • You must connect to a project. If you don't have a project yet, create one.
  • You must be added to a project as a member of the Contributors or Project Administrators security group. To get added, Add users to a project or team.
  • To add or modify work items, you must be granted Stakeholder access or higher. For details, see About access levels.
  • To view or modify work items, you must have your View work items in this node and Edit work items in this node permissions set to Allow. By default, the Contributors group has this permission set. To learn more, see Set permissions and access for work tracking.
  • To create new tags to add to work items, you must have Basic access or higher and have the project-level Create new tag definition permissions set to Allow. By default, the Contributors group has this permission set. Even if the permission is explicitly set for a Stakeholder, they won't have permission to add new tags, as they are prohibited through their access level.
  • You must connect to a project. If you don't have a project yet, create one.
  • You must be added to a project as a member of the Contributors or Project Administrators security group. To get added, Add users to a project or team.
  • To add or modify work items, you must be granted Stakeholder access or higher. For details, see About access levels.
  • To view or modify work items, you must have your View work items in this node and Edit work items in this node permissions set to Allow. By default, the Contributors group has this permission set. To learn more, see Set permissions and access for work tracking.
  • To create new tags to add to work items, you must have Basic access or higher and have the project-level Create new tag definition permissions set to Allow. By default, the Contributors group has this permission set. Even if the permission is explicitly set for a Stakeholder, they won't have permission to add new tags, as they are prohibited through their access level.

Add a work item

You can start adding work items once you connect to a project.

Choose a Boards page—such as Work Items, Boards, or Backlogs. Then choose the  plus icon and select from the menu of options.

Work, add artifact

  1. From Work, choose the work item type from the New Work Item list of options. Here, we choose to create a User Story.

    Add a work item

    Note

    Depending on the process chosen when the project was created—Basic, Agile, Scrum, or CMMI—the types of work items you can create will differ. For example, backlog items may be called user stories (Agile), product backlog items (Scrum), or requirements (CMMI). All three are similar: they describe the customer value to deliver and the work to be performed.

    For an overview of all three processes, see Choose a process.

    Choose the pin icon pin icon to have it show up within Work drop down menu.

  2. Enter a title and then save the work item. Before you can change the State from its initial default, you must save it.

    Agile process, User story work item form

    You can add tags to any work item to filter backlogs and queries.

    Work items you add are automatically scoped to your team's default area path and iteration path. To change the team context, see Switch project or team focus.

  1. From a web browser, connect to the project that you want to work in. For example, the Fabrikam, Inc. team navigates to http://fabrikamprime:8080/tfs/DefaultCollection/Fabrikam%20Fiber%20Website/.

  2. From a team home page, you can choose the type of work item you want to create.

    Home page -  create work items

    Work items you add are automatically scoped to your team's area and iteration paths. To change the team context, see Switch project or team focus

  3. Enter a title and then save the work item. Before you change the default State, you must save it.

    Product backlog item work item form

    You can add tags to any work item to filter backlogs and queries.

Enter a title and then save the work item. Before you can change the State from its initial default, you must save it.

Agile process, User story work item form

You can add tags to any work item to filter backlogs and queries.

Work items you add are automatically scoped to your team's default area path and iteration path. To change the team context, see Switch project or team focus.

That's it!

Create as many work items as you need of the type you need to track the work you want to manage.

Update work items as work progresses

As work progresses, team members can update the state and reassign it as needed. While the workflow states differ for different work item types, they usually follow a progression from New or Active to Completed or Done.

Update the State of a User Story

Note that the location of the State field may differ depending on the work item type you are updating.

Update the State of an Issue

The following image shows the work flow states for a user story. If you want to discard a work item, change the state to Removed, or you can delete it. For details, see Move, change, or remove a work item.

The following image shows the work flow states for a user story. If you want to discard a work item, change the state to Removed, or you can delete it. For details, see Remove or delete a work item.

Typical workflow progression:

  • The product owner creates a user story in the New state with the default reason, New user story
  • The team updates the status to Active when they decide to complete the work during the sprint
  • A user story is moved to Resolved when the team has completed all its associated tasks and unit tests for the story pass.
  • A user story is moved to the Closed state when the product owner agrees that the story has been implemented according to the Acceptance Criteria and acceptance tests pass.

Atypical transitions:

  • Change the State from Active to New.
  • Change the State from Resolved to Active.
  • Change the State from Resolved to New.
  • Change the State from Closed to Active.
  • Change the State from New to Removed.
  • Change the State from Removed to New.
User story workflow, Agile process

Removed work items remain in the data store and can be reactivated by changing the State.

With each update, changes are recorded in the History field which you can view through the History tab.

View change history

View change history

To find work items based on their history, see History & auditing.

Capture comments in the Discussion section

Use the Discussion section to add and review comments made about the work being performed.

Discussion section within a work item form

The rich text editor tool bar displays below the text entry area when you click your cursor within each text box that can be formatted.

Discussion section, New Rich Text Editor toolbar

Mention someone, a group, work item, or pull request ( ,  , or pull-request id icon)

Choose one of these icons — ,  , or pull-request id icon— to open a menu of recent entries you've made to mention someone, link to a work item, or link to a pull request. Or, you can simply type @, #, or ! to open the same menu.

Discussion section, @mention drop-down menu

Type a name, or enter a number and the menu list will filter to match your entry. Choose the entry you want to add. You can bring a group into the discussion by typing @ and the group name, such as a team or security group.

Edit or delete a comment

If you need to edit or delete any of your discussion comments, choose  Edit or choose the  actions icon and then choose Delete.

Discussion section, Edit, Delete actions

After updating the comment, choose Update. To delete the comment, you'll need to confirm that you want to delete it.

A full audit trail of all edited and deleted comments is maintained in the History tab on the work item form.

Use the @mention control to notify another team member about the discussion. Simply type @ and their name. To reference a work item, use the #ID control. Type # and a list of work items that you've recently referenced will appear from which you can select.

To reference a work item, use the #ID control. Type # and a list of work items that you've recently referenced will appear from which you can select.

Important

For on-premises Azure DevOps Server or TFS, you must configure an SMTP server in order for team members to receive notifications.

Note that you can't edit or delete comments once they've been entered.

Follow a work item

When you want to track the progress of a single work item, choose the  follow icon. This signals the system to notify you when changes are made to the work item.

Work item form, Follow icon control

You'll only receive notifications when other members of your team modifies the work item, such as adding to the discussion, changing a field value, or adding an attachment.

Notifications are sent to your preferred email address, which you can change from your user profile.

To stop following changes, choose the  following icon.

Important

To support the follow feature, you must configure an SMTP server in order for team members to receive notifications.

Try this next

To quickly add backlog items, such as user stories, requirements or bugs, see these articles:

For descriptions of each field and work item form control, see Work item field index and Work item form controls.

Once you've added several work items, you can use additional features to get notified of changes, create queries, define status and trend charts, plus more.

For additional clients that you can use to add work items, see Clients that support tracking work items.