Creating Work Item Templates

Click on the button shown below to create a new work item template:

Next, enter the basic information about your template on the Info tab:

Then, click on the "Work Items" tab to start entering the work items that you want to be generated whenever you use this template:

The "Start" field is where you enter the number of days from the start date on which you want the work items start date to be set to. When you generate a work items from the template you will be asked to enter a start date. It is this date that we use to calculate the start date for each work item in the template. For example, suppose you select June 1, 2025 as the start date. Further, suppose that you entered "0" for the "Start" date on one of your template work items. In this case, the start date for that work item will be June 1, 2025. That is, zero days from the start date you specified when generating fro the template. Likewise, if you had entered "1" for the "Start" date, then its start date would be set to June 2, 2025.

The "Duration" field is used to determine the end date of the work item generated from the template. Using the above example, if you entered "0" for the "Start" date and set the "Duration" to 3 (i.e, 3 days), then its end date would be June 3, 2025.

You can enter additional information for each template work item by clicking on the 3 dots menu located to the left of each template work item.