Manually Creating a Work Item

The following procedure describes the manual process for creating an external work item for a task.

Note that an external work item can also be created automatically in an automated workflow process based on options that you can set up for the project. See Updating Inventory Review and Remediation Settings for a Project for details on editing the automated workflow options and Edit Project: Review and Remediation Settings Tab for field descriptions.

To create a work item manually, do the following:

1. Open the Project Inventory tab for the desired project (see Displaying Project Inventory).
2. Select the inventory item associated with the task to which you want to add a work item. Alternatively, click the Advanced Search button to open the Advanced Inventory Search dialog, where you can select filters that help you pinpoint the inventory item. For example, you can select to filter on those inventory items associated with tasks that are assigned to a specific user or created within a certain date range.

When you select the specific inventory item, the Project Inventory Details Pane on the right is populated with information about the inventory item. The Inventory Details tab in focus.

3. On the Inventory Details tab, click the x Open Tasks link to view the list of open tasks for the inventory item.
4. Locate the appropriate task from the Tasks list, and click the link in the Summary column to show the Task Details dialog.
5. Click the Create Work Item button. The New Work Item page is displayed.

Note:The Create Work Item button is enabled only if the project has been associated with an ALM instance, as described in ALM Settings.

6. Complete the fields to define the work item. See the inline help for field descriptions.

This page might already contain default field values based on the project or global application defaults; you can override these values as needed.

7. Click Create Work Item.

A “Success” message is displayed if the work item is created successfully on the corresponding ALM system (currently, a Jira server) associated to this project.

You are returned to the Task Details dialog.

8. Verify that the item was created successfully by clicking the # Open Work Items link in the Work Items section on the Task Details dialog. Then click the External ID link for the issue. The link should connect you with the external Jira server and open the issue that corresponds to the work item.