User guide · Projects

Work items

Everything a project tracks is a work item: epics, features, stories, bugs, improvements, tasks and subtasks. Member and above create and update them; Lead also deletes and assigns.

Types and the hierarchy

Tier	Type	Estimated in	Kind of work
0	Epic	dates	From what is under it
1	Feature	dates	From what is under it
2	Story	story points	New capability
2	Bug	hours	Defect
2	Improvement	story points	Improvement
3	Task	hours	From the nearest classified item above it
4	Subtask	hours	Rolls up into its parent

An item sits under a parent on a higher tier. Hours on a task under a bug count as defect effort, because the task takes its kind of work from the bug.

Creating a work item

Choose New work item in the header of the Board, Backlog, Sprints or Work items page.
Pick the type and type a title. PMO Assist lists similar items already in the project as you type, so you can spot a duplicate.
Fill in the form. Its fields, order, defaults and required fields follow the type's create screen, which leads shape in Settings › Screens. Set the Parent to place it in the hierarchy.
Create it. It starts in the workflow's first to-do state and shows on the board straight away.

The work item screen

Clicking a work item opens it in a dialog; its full-page address shows the same screen.

Field	Notes
Title, Description	Rich text. Some types add Acceptance criteria or Environment.
Type, Status	Status changes follow the project's workflow; only allowed moves are offered.
Assignee, Reporter	Searchable by name, employee code or email. Assigning someone with no allocation on the project warns or is refused, as the organisation's policy says.
Priority, Labels	Priorities are shared by every project; labels belong to the project.
Sprint, Area	When and where the work belongs.
Release	Read only: its workstream's next planned release.
Start and target dates	A target date drives flow health.
Story points or Estimate (h)	Depends on the type's tier.
Completed (h), Remaining (h)	See Time on a work item.

Hierarchy: its parents and children.
Links: blocks, is blocked by, duplicates, relates to and more, within the project.
Attachments: drop or pick files; images and PDFs preview in place.
Comments: rich text with reactions. @ mentions a person; #101188 links an item.
Recent activity lists every change; Watchers are told of changes.
More work item actions: Copy link, Clone or Delete work item.

Time on a work item

Log work opens the time entry form for this item and today, for anyone who logs time on the project.
Until anybody logs time, Completed (h) is typed by hand. After the first log it is the sum of the logs and read only; hours typed before are kept as a carried over log.
Remaining (h) stays editable. What you type becomes the new starting point, and later logs count down from it, never below zero.

AI assists

Assist	Where	What it does
Draft a description	Above an empty description	Writes one from the title.
Rewrite	Above a description with text	Suggests a clearer version.
Suggest points	Under Story points	Sizes the item against the project's own estimated work and names the items it matched.
Summary	On the item	Catches you up on the item and its comments.

None writes to a field on its own: you apply or discard the answer, and you can rate it.

Changing many at once

On Work items, the backlog and a sprint, tick rows to open the bulk actions bar. One change (status, assignee, priority, sprint or delete) applies to every selected item, with progress as it goes. Refused items stay ticked so you can fix the cause and apply again; Show refused reopens the list.

Filters

Work items, backlog, board and sprints share one filter bar: search by title or number, assignee (including Unassigned), state, state group, type, priority, sprint (including No sprint), and created and due dates. Filters are part of the address, so a filtered view is a link you can share.