Create, edit, and delete work items on the board

Create work items for your board

There are a few different ways to create a work item from within the board:

1. Select + Create in the column you want to create a work item for in your board view. A text field will appear.

2. Give your work item a name. This will be the summary of the work item.

3. Choose which type of work item you’d like to create from the dropdown (if your space has more than one work type). All level 0 work types associated with your space will be included, however you can’t create a subtask from the board columns. Some examples of level 0 work types are tasks, bugs, and stories. More about creating subtasks

4. Select Create, or press enter or return on your keyboard to create your work item. The work item will appear in the column that you’ve created it in.

Another way you can create a work item in the board is by:

1. Hover your cursor between two work items on the board and select Create ( + ).

2. Give your work item a name.

3. Choose which type of work item you’d like to create from the dropdown (if your space has more than one work type). All level 0 work types associated with your space will be included however, you can’t create a subtask from the board columns. Some examples of level 0 work types are tasks, bugs, and stories. More about creating subtasks

4. Select Create, or press enter or return on your keyboard to create your work item.

View and edit a work item’s details on your board

To view, edit, or add more details to a work item, you can:

1. Select a work item to open the work item detail view

2. Edit the work item’s details.

More about editing work items

View child work items on your board

If your work item has a child work item or subtask, it will be nested below its respective parent work item regardless of its status.

To view (or hide) subtasks inside a work item, select the expand or collapse icon inside the board card.

ボードカードで表示/非表示を切り替えることができるフィールドの詳細をご確認ください。

Delete a work item from your board

There are two ways to delete a work item in the board view.

To delete a work item from within the board, you can:

1. 削除するカードの右上にある [その他のアクション] (…) を選択します。

2. [削除] を選択します。

3. Select Archive if you would prefer to archive the work item, or enter Delete in the text box to confirm that you want to delete the work item.

4. [Delete (削除)] を選択して確定します。

Another way to delete a work item from the board is to:

1. Select the work item you’d like to delete, to open the work item detail view.

2. [その他のアクション] (…) > [削除] の順に選択します。