Rally Software

Work item templates are now available to all subscriptions! These are similar to rich text templates in our Editable Details Page, but they are available in our Quick Detail Page (QDP) and they allow you to create templates for multiple fields at once and can include child tasks. 

Creating a Template

To create a template, start with a work item that you'd like to create a template based on and ensure that the fields are filled out correctly and that it has the correct tasks open the work item to base the template off of. Open that work item with QDP and click the "Template" button at the top.

Once the template modal is open, click the New Template button and use the Xs to decide which fields to include in your template. Depending on your permissions, you can also choose who the template is visible to and can also set defaults.

Applying a Template

To apply a template, open a work item in QDP and click the Template button. Once you have found the template to apply, use the Apply button.

Modifying a Template

Similar to rich text templates, there is no means in the template modal to modify an existing template. If you want to update an existing template, you can follow these instructions:

1. Create a new work item of the type of template you want to modify.
2. Apply the template that you'd like to modify to that blank work item.
3. Make the necessary modifications to the work item, then use the Template button to create a new template. 
4. Once the new template is created, you can delete the old template in the Template modal.

More Info

For more information:

• The help page can be found here: https://docs.ca.com/en-us/ca-agile-central/saas/work-item-templates 
• More information about some of the latest enhancements can be found here: Product Announcement - Changes to QDP Work Item Templates 

Hello,

Is there a revision history maintained for work item templates created?

If yes, where can I find it?

Regards,

Niveditha