大量修改工作項目Bulk modify work items

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當您需要快速對多個工作專案進行相同的變更時,請使用大量修改。Use bulk modify when you need to quickly make the same change to a number of work items. 例如,您可能會想要變更幾個 Bug 的優先權,或將數個工作重新指派給相同的小組成員。For example, you might want to change the priority of several bugs or reassign several tasks to the same team member. 您可以使用入口網站,針對將包含相同值的工作專案,快速修改一或多個欄位。Use the web portal to quickly modify one or more fields for work items that will contain the same value.

提示

若要大量加入工作專案,或以不同的值更新多個欄位,請使用 ExcelTo add work items in bulk or update multiple fields with different values, use Excel. 您無法透過入口網站執行大量加入工作專案。You can't perform a bulk add of work items through the web portal.

使用大量修改,您可以編輯欄位、新增或移除標記、重新指派工作,或將工作移至特定的短期衝刺。With bulk modify, you can edit fields, add or remove tags, reassign work, or move work to a specific sprint. 您也可以使用大量修改來變更工作專案類型,或將工作專案移至其他專案。You can also use bulk modify to change the work item type or move work items to other projects. 您可以使用的選項取決於您所使用的平臺,以及您已授與的許可權。The options available to you depend on the platform you work from and the permissions you've been granted.

在本文中,您將了解:In this article you'll learn:

  • 如何從清單中多重選取工作專案,然後開啟內容功能表How to multi-select work items from a list and open the context menu
  • 編輯數個工作專案的一或多個欄位Edit one or more fields of several work items
  • 使用拖放將工作從待處理專案指派給短期衝刺Assign work from a backlog to a sprint using drag-and-drop
  • 從數個工作專案新增或移除標記Add or remove tags from several work items
  • 如何從清單中多重選取工作專案,然後開啟內容功能表How to multi-select work items from a list and open the context menu
  • 編輯數個工作專案的一或多個欄位Edit one or more fields of several work items
  • 使用拖放將工作從待處理專案指派給短期衝刺Assign work from a backlog to a sprint using drag-and-drop

必要條件Prerequisites

當您建立專案或加入小組時,會自動建立待處理專案(backlog)。Backlogs are automatically created when you create a project or add a team. 每個小組都可以存取自己的產品、組合和短期衝刺待處理專案,如「 關於小組和敏捷式工具」中所述。Each team has access to their own product, portfolio, and sprint backlogs as described in About teams and Agile tools.

  • 您必須連接到專案。You must connect to a project. 如果您還沒有專案,請 建立一個專案。If you don't have a project yet, create one.
  • 您必須將專案加入至專案,做為 參與者project Administrators 安全性群組的成員。You must be added to a project as a member of the Contributors or Project Administrators security group. 若要加入,請 將使用者加入至專案或小組To get added, Add users to a project or team.
  • 若要加入或修改工作專案,您必須被授與專案關係 存取權或更高的許可權。To add or modify work items, you must be granted Stakeholder access or higher. 如需詳細資訊,請參閱 關於存取層級For details, see About access levels.
  • 若要查看或修改工作專案,您必須 在此節點中使用 view 工作專案 ,並將 此節點許可權中的 [工作專案 ] 設定為 [ 允許]。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. 依預設, Contributors 群組具有此許可權集合。By default, the Contributors group has this permission set. 若要深入瞭解,請參閱 設定工作追蹤的許可權和存取權To learn more, see Set permissions and access for work tracking.

注意

具有公用專案之專案關係 存取權的使用者,就像是具有 基本 存取權的使用者,具有待辦專案和麵板功能的完整存取權。Users with Stakeholder access for a public project have full access to backlog and board features just like users with Basic access. 如需詳細資訊,請參閱 關於存取層級For details, see About access levels.

  • 您必須連接到專案。You must connect to a project. 如果您還沒有專案,請 建立一個專案。If you don't have a project yet, create one.
  • 您必須將專案加入至專案,做為 參與者project Administrators 安全性群組的成員。You must be added to a project as a member of the Contributors or Project Administrators security group. 若要加入,請 將使用者加入至專案或小組To get added, Add users to a project or team.
  • 若要加入或修改工作專案,您必須被授與專案關係 存取權或更高的許可權。To add or modify work items, you must be granted Stakeholder access or higher. 如需詳細資訊,請參閱 關於存取層級For details, see About access levels.
  • 若要查看或修改工作專案,您必須 在此節點中使用 view 工作專案 ,並將 此節點許可權中的 [工作專案 ] 設定為 [ 允許]。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. 依預設, Contributors 群組具有此許可權集合。By default, the Contributors group has this permission set. 若要深入瞭解,請參閱 設定工作追蹤的許可權和存取權To learn more, see Set permissions and access for work tracking.

支援的工作Supported tasks

隸屬于 Contributors 群組的團隊成員可以執行下列所有動作。All of the following actions can be performed by team members that belong to the Contributors group. 專案關係人存取提供的成員可以執行多重選取、大量編輯、變更類型、電子郵件,以及複製為 HTML/複製到剪貼簿的動作。Members provided with Stakeholder access can perform multi-select, bulk edit, change type, email, and copy as HTML/copy to clipboard actions. 如需詳細資訊,請參閱做為專案關係 For details, see Work as a stakeholder.

區域Area TaskTask
多重選取工作專案Multi-select work items
連結工作項目Link work items
大量編輯/更新/刪除Bulk edit/update/delete
複製、複製、變更類型、移動或電子郵件工作專案Copy, clone, change type, move, or email work items

注意:Notes:

  1. 您無法在 Wit 屬於 隱藏類型類別目錄的工作專案上執行某些函式。You can't perform certain functions on work items whose WITs belong to the Hidden Types Category. 這包括追蹤測試 — 案例、共用步驟和共用參數程式碼審核要求和回應等測試的所有工作專案, — 以及意見反應要求和回應。This includes all work items that track tests—such as test cases, shared steps, and shared parameters—code review requests and responses, and feedback requests and responses.
  2. 您可以從查詢結果清單或從 工作專案表單的 [動作] 功能表中,選擇複製或複製單一工作專案。You can choose to copy or clone a single work item from a query results list or from the Actions menu of the work item form. 您只能針對單一工作專案執行複製或複製動作。You can only perform a clone or copy action for a single work item. 當您想要建立工作專案的複本並變更其工作專案類型時,請選擇 [複製工作專案]。Choose Copy work item when you want to create a copy of a work item and change its work item type. 當您想要建立工作專案的另一個實例,而不變更其工作專案類型時,請選擇 [複製]。Choose Clone when you want to create another instance of the work item without changes to its work item type.
  3. 您必須是專案系統管理員群組的成員,或被 授與明確的許可權,才能移動工作專案You must be a member of the Project Administrators group or be granted explicit permissions to move work items.

注意

若要執行 變更工作專案類型將工作專案移至另一個專案,您必須 停用資料倉儲To exercise the Change work item type or Move work items to another project, you must have disabled the data warehouse.

區域Area TaskTask
多重選取工作專案Multi-select work items
連結工作項目Link work items
大量編輯/更新/刪除Bulk edit/update/delete
複製、複製或電子郵件工作專案Copy, clone, or email work items

注意:Notes:

  1. 您無法在 Wit 屬於 隱藏類型類別目錄的工作專案上執行某些函式。You can't perform certain functions on work items whose WITs belong to the Hidden Types Category. 這包括追蹤測試 — 案例、共用步驟和共用參數程式碼審核要求和回應等測試的所有工作專案, — 以及意見反應要求和回應。This includes all work items that track tests—such as test cases, shared steps, and shared parameters—code review requests and responses, and feedback requests and responses.
  2. 您可以從查詢結果清單或從 工作專案表單的 [動作] 功能表中,選擇複製或複製單一工作專案。You can choose to copy or clone a single work item from a query results list or from the Actions menu of the work item form. 您只能針對單一工作專案執行複製或複製動作。You can only perform a clone or copy action for a single work item. 當您想要建立工作專案的複本並變更其工作專案類型時,請選擇 [複製工作專案]。Choose Copy work item when you want to create a copy of a work item and change its work item type. 當您想要建立工作專案的另一個實例,而不變更其工作專案類型時,請選擇 [複製]。Choose Clone when you want to create another instance of the work item without changes to its work item type.
  3. 針對內部部署 Azure DevOps,您必須為 部署設定 SMTP 伺服器For on-premises Azure DevOps, you must have an SMTP server configured for your deployment.
區域Area TaskTask
多重選取工作專案Multi-select work items
連結工作項目Link work items
大量編輯/更新/刪除Bulk edit/update/delete
複製、複製或電子郵件工作專案Copy, clone, or email work items

注意:Notes:

  1. 您無法在 Wit 屬於 隱藏類型類別目錄的工作專案上執行某些函式。You can't perform certain functions on work items whose WITs belong to the Hidden Types Category. 這包括追蹤測試 — 案例、共用步驟和共用參數程式碼審核要求和回應等測試的所有工作專案, — 以及意見反應要求和回應。This includes all work items that track tests—such as test cases, shared steps, and shared parameters—code review requests and responses, and feedback requests and responses.
  2. 您可以從查詢結果清單或從 工作專案表單的 [動作] 功能表中,選擇複製或複製單一工作專案。You can choose to copy or clone a single work item from a query results list or from the Actions menu of the work item form. 您只能針對單一工作專案執行複製或複製動作。You can only perform a clone or copy action for a single work item. 當您想要建立工作專案的複本並變更其工作專案類型時,請選擇 [複製工作專案]。Choose Copy work item when you want to create a copy of a work item and change its work item type. 當您想要建立工作專案的另一個實例,而不變更其工作專案類型時,請選擇 [複製]。Choose Clone when you want to create another instance of the work item without changes to its work item type.
  3. 針對內部部署 Azure DevOps,您必須為 部署設定 SMTP 伺服器For on-premises Azure DevOps, you must have an SMTP server configured for your deployment.


大量編輯多重選取的工作專案Bulk edit multi-selected work items

若要開始大量編輯,請從查詢結果或待處理專案中選取要修改的工作專案,以開始進行大量編輯。To start a bulk edit, begin by multi-selecting the work items you want to modify, either from the query results or the backlog. 您可以使用 [ [查詢編輯器] 或 搜尋] 方塊來製作查詢。You can craft your query using the query editor or search box.

在待處理專案和短期衝刺待處理專案上,多重選取工作專案的運作方式,與在查詢結果中多重選取工作的方式相同。Multi-select of work items on the backlog and sprint backlogs works in the same way as multi-select works within query results.

需要 TFS 2015.1 或更新版本。Requires TFS 2015.1 or later versions.

您可以從 [待處理專案] 頁面或 [查詢結果] 清單中選取 [工作專案],以使用大量修改。You can use bulk modify by selecting work items from the backlog page or query results list. 從待處理專案頁面操作功能表,您可以變更數個專案的待處理專案優先權 (變更位置或移至定位) 、將它們指派給小組成員、將它們移至不同的短期衝刺,或將 它們對應至某項功能From the backlog page context menu, you can change the backlog priority of several items (Change position or Move to position), assign them to a team member, move them to a different sprint, or map them to a feature.

您可以使用的功能表選項,視您所使用的平臺而定,以及您是否從待處理專案頁面或查詢結果清單進行工作。The menu options available to you change depending on the platform you work from and whether you work from a backlog page or query results list.

待處理專案功能表Backlog menu


Backlog multi-select menu

查詢結果多重選取功能表Query results multi-select menu


Query results multi-select menu

待處理專案多重選取功能表 Backlog multi-select menu


Product backlog multi-select menu

查詢結果多重選取功能表 Query results multi-select menu


Query results multi-select menu, TFS-2017

待處理專案多重選取功能表Backlog multi-select menu


Backlog multi-select menu, TFS 2015

查詢結果多重選取功能表Query results multi-select menu


Query results multi-select menu, TFS 2015

若要多重選取並開啟內容功能表To multi-select and open the context menu

若要選取序列中的數個專案,請按住 shift 鍵。To select several items in a sequence, hold down the shift key. 若要選取數個非連續的專案,請使用 Ctrl 鍵。To select several non-sequential items, use the Ctrl key. 然後,您可以將選取的專案拖曳至待處理專案(backlog)中的新位置,而不是另一個短期衝刺。Then, you can either drag the selected items to a new position within the backlog, to a different sprint.

若要開啟內容功能表,請按一下 ( ) 或 ( 內容圖示 ) ,然後從功能表中選擇選項。

在這裡,我們使用內容功能表將數個非連續專案移至目前的短期衝刺。Here, we use the context menu to move several non-sequential items to the current sprint.

產品待處理專案,開啟內容功能表,將數個待處理專案移至不同的反復專案Product backlog, Open context menu, Move several backlog items to a different iteration

待處理專案頁面、多重選取專案、開啟內容功能表、移至反復專案

TFS 2015、web 入口網站、待處理專案頁面、多重選取專案、開啟內容功能表、移至反復專案

提示

使用「待處理專案 建立查詢 」功能來建立具有待處理專案的查詢。Use the backlog Create Query feature to create a query with the backlog items. 然後,您可以在入口網站或 Excel 中開啟查詢,以執行額外的大量更新。You can then open the query within the web portal or Excel to perform additional bulk updates.

重新指派工作專案Reassign work items

選取工作項目後,開啟任何選取項目的內容功能表,並重新指派所有項目。With work items selected, open the context menu for any selected item, and reassign all of them. 這樣一來,您就可以快速將它們指派給小組成員或另一個衝刺或反覆項目。By doing this, you can quickly assign them to a member of your team or to another sprint or iteration.

Wiki 檢視鍵盤快速鍵快顯視窗Wiki view keyboard shortcuts popup

工作項目操作功能表中的 [指派給] 連結

若要深入瞭解 [ 指派給 ] 和 [ 反復專案路徑 ] 欄位的詳細資訊,請參閱依 指派查詢、工作流程或檢視器面板變更依區域或反復專案路徑進行查詢To learn more about the Assign To and Iteration Path fields, see Query by assignment, workflow or Kanban board changes and Query by area or iteration path.

編輯一或多個欄位Edit one or more fields

若要指派或修改數個欄位,請從其中一個選取的工作專案的內容功能表中選擇 [編輯]。To assign or modify several fields, choose Edit from the context menu of one of the selected work items. 輸入您要更新的每個欄位的值。Enter a value for each field that you want to update.

  1. 基於稽核目的,您可以為自己的大量更新工作輸入描述內容。For audit purposes, you can type a description for your bulk update task. 若要深入瞭解每個欄位,請參閱 工作專案欄位索引To learn more about each field, see the Work item field index.

    [編輯工作專案] 對話方塊Edit work items dialog

  2. 在 [查詢結果] 頁面上,您必須儲存所有大量修改的工作專案。From the Query results page, you must save all work items that you bulk-modified. 當您從待處理專案大量修改專案時,它們會自動儲存。When you bulk modify items from the backlog, they are automatically saved. 以粗體顯示的工作專案表示本機變更尚未儲存至資料存放區。Work items shown in bold text indicate that local changes have not yet been saved to the data store. [ 儲存專案 ] 按鈕可能與下圖中顯示的不同,視您的瀏覽器版面配置和使用中的特定版本而定。The Save items button may be in a different place in the UI than shown in the picture below, depending on the layout of your browser and the specific version in use.

    查詢結果頁面,儲存大量修改的專案Query results page, save bulk modified items

  1. 基於稽核目的,您可以為自己的大量更新工作輸入描述內容。For audit purposes, you can type a description for your bulk update task. 若要深入瞭解每個欄位,請參閱 工作專案欄位索引To learn more about each field, see the Work item field index.

    TFS 2017,查詢結果頁面,大量編輯欄位

  2. 在 [查詢結果] 頁面上,您必須儲存所有大量修改的工作專案。From the Query results page, you must save all work items that you bulk-modified. 當您從待處理專案大量修改專案時,它們會自動儲存。When you bulk modify items from the backlog, they are automatically saved. 以粗體顯示的工作專案表示本機變更尚未儲存至資料存放區。Work items shown in bold text indicate that local changes have not yet been saved to the data store.

    Azure Boards and TFS 2017, Query results page, save bulk modified items
  1. 基於稽核目的,您可以為自己的大量更新工作輸入描述內容。For audit purposes, you can type a description for your bulk update task. 若要深入瞭解每個欄位,請參閱 工作專案欄位索引To learn more about each field, see the Work item field index.

    TFS 2015, web portal, Query results page, Edit work items dialog, bulk modify fields
  2. 儲存您已大量修改過的所有工作項目。Save all work items that you bulk-modified. 以粗體顯示的工作專案表示本機變更尚未儲存至資料存放區。Work items shown in bold text indicate that local changes have not yet been saved to the data store.

    TFS 2015,web 入口網站,查詢結果頁面,大量修改儲存結果

將工作專案移至短期衝刺Move work items to a sprint

從任何產品、短期衝刺或待辦專案組合,您可以拖曳多重選取的工作專案清單,並將其放入 [ 規劃 ] 窗格中的短期衝刺,以變更其反復專案路徑。From any product, sprint, or portfolio backlog, you can drag a multi-selected list of work items and drop it onto a sprint in the Planning pane to change it's iteration path. 具有專案關係 存取的使用者不支援 (。 ) (Not supported for users with Stakeholder access.)

  1. 若要開啟 [ 規劃 ] 窗格,請選擇 [ 視圖選項] 圖示,然後選取 [ 規劃]。 您可以選擇將 進度專案 設定為 [開啟] 或 [關閉]。You can choose to set In Progress items to On or Off.

    面板>待處理專案>開啟視圖選項並選擇規劃Boards>Backlogs>Open view options and choose Planning

    為您的小組選取的一組短期衝刺隨即出現。The set of sprints selected for your team appears. 如果您沒有看到任何列出的短期衝刺,則可以加入短期衝刺或選取現有的短期衝刺以供小組使用。If you don't see any sprints listed, you can add sprints or select existing sprints for your team's use. 若要深入瞭解,請參閱 定義短期衝刺To learn how, see Define sprints.

  2. 您可以將專案從 處理專案拖放至短期衝刺。You can drag and drop items from the Backlog onto a sprint.

    >待處理專案(Backlog)>將專案拖放到短期衝刺Boards>Backlogs>Drag-drop items onto sprint

    此動作會將待處理專案的反復專案路徑及其任何子工作更新為您所選取的短期衝刺。This action will update the Iteration Path of the backlog items and any of its child tasks to the sprint you selected.

您可以從任何待處理專案或面板拖曳多重選取的工作專案清單,並將其放入短期衝刺來變更其反復專案路徑。From any backlog or board, you can drag a multi-selected list of work items and drop it onto a sprint to change it's iteration path. 您可以從看板或工作面板中,將單一工作專案拖曳至短期衝刺。From a Kanban or taskboard, you can drag a single work item onto a sprint. 具有專案關係 存取的使用者不支援 (。 ) (Not supported for users with Stakeholder access.)

將工作專案放到短期衝刺Drop work items onto a sprint

您變更其反復專案路徑的工作專案的子專案也會以新的反復專案路徑進行更新。Child items of the work items whose iteration path you change are also updated with the new iteration path.

這項功能需要 TFS 2015.1 或更新版本。This feature requires TFS 2015.1 or later version.

大量修改 rich text 欄位Bulk modify rich-text fields

Rich text 欄位支援 HTML 語法標記的專案,以支援格式。Rich-text fields support entry of HTML syntax tags to support formatting. Rich text 欄位會對應至 [選取欄位] 之查詢範例中所列的 描述驗收準則存放庫步驟 和其他專案。Rich-text fields correspond to the Description, Acceptance Criteria, Repos Steps, and others listed in Query samples for select fields.

您可以使用大量修改工具、選取欄位,然後在 [ ] 欄位中輸入具有語法的文字,以大量更新 rich text 欄位。You can bulk update a rich-text field by using the bulk modify tool, selecting the field, and entering the text with syntax in the Value field. 或者,您可以使用您想要使用的文字來建立工作專案範本,然後將範本套用至選取的工作專案來執行大量更新。Or, you can create a work item template with the text you want to use and perform a bulk update by applying the template to the selected work items. 如需使用工作專案範本的詳細資訊,請參閱 使用範本加入和更新工作專案For details on using work item templates, see Use templates to add and update work items

如需使用範本來顯示 HTML 格式化語法的範例,請參閱 範例工作專案範本、在 rich text 欄位中加入指引For a worked example using templates showing entry of HTML formatted syntax, see Sample work item templates, Add guidance in a rich-text field.

大量修改標記Bulk modify tags

從 [編輯工作專案] 對話方塊中,選取 [ 標記] (新增)標記 (移除)From the Edit work items dialog, select Tags (Add) or Tags (Remove).

在這裡,我們選擇將 服務 標記新增至選取的工作專案。Here we choose to add the Service tag to the selected work items.

[編輯工作專案] 對話方塊,加入標記Edit work items dialog, Add tags

在這裡,我們選擇將 Beta 標記新增至選取的工作專案。Here we choose to add the Beta tag to the selected work items.

編輯工作專案-新增標記

從入口網站大量更新工作專案以新增或移除標記需要 TFS 2015.2 或更新版本。Bulk update of work items to add or remove tags from the web portal requires TFS 2015.2 or later version. 若要在連接至 TFS 2015.1 或更早版本時大量編輯工作專案,請 使用 ExcelTo bulk edit work items when connecting to TFS 2015.1 or earlier versions, use Excel.

若要加入欄位或自訂工作專案表單,請參閱 自訂您的工作追蹤體驗To add fields or customize a work item form, see Customize your work tracking experience. 您使用的方法取決於支援專案的進程模型。The method you use depends on the process model that supports your project.

遷移或變更大量的工作專案Migrate or change a large number of work items

針對大規模的組織移動,使用 工作專案批次作業的 REST API 呼叫。For large scale, organizational moves, use the REST API calls for Work item batch operations.

目前,您無法將工作專案移至不同的組織或集合。At this time, you can't move work items to a different organization or collection. 您只能使用 Excel匯出和匯入工作專案資訊,以進行遷移。You can only migrate work item information by exporting and then importing them using Excel.

將多個值加入至欄位Add multiple values to a field

如果您已執行 支援多個值的自訂控制項,您可以使用 Excel 大量編輯欄位,但無法使用入口網站進行修改。If you have implemented a custom control that supports multiple values, you can use Excel to bulk edit the field, but you can't modify it using the web portal. 在入口網站中,您只能為欄位選取單一值。In the web portal, you can only select a single value for the field.