Manage item types
By default, a trial user account is set up with permissions of an organization admin, which gives you access to the ADMIN module in the top-level navigation. If you don’t see this, ask your administrator to update your permissions.
Edit an existing item type
Select Admin > Organization, then select Item Types.
Find the item type you want and click Edit in that row.
Adjust the details that your project users are able to see when they work with items.
Display, Display plural — The name used to identify the item type, for example, System Requirement.
Type key —The part of the ID that helps users quickly determine the item type of an item. For example, the default type key for System Requirement is SREQ, so when a user sees an item with the ID of QR-SREQ-34, they can know at-a-glance that the item is a System Requirement for that project.
Use as — Specific functions or permissions for item types configured as a test case or defect.
Image — An icon to help users quickly differentiate items.
Widgets — A graphic that shows additional data for the item. The most common widgets are Versions, Links, Attachments, Relationships, Activities, and Tags.
Click Save.
Add a field
Chances are that the fields available in your selected item type are just what you need for your process. But if you want to add details specific to your organization, you can do that too.
Select Admin > Organization, then select Item types.
Select Fields from the row of the item type.
Click Add Field from the fields’ header for the item type.
Click Custom Fields, then select the type of field you want to add.
Enter the name you want users to see in Field Label.
The Unique Field Name is pre-populated with a suggestion. This name is used for reporting or accessing from REST API.
Depending on the field type you select, additional options might be required. If prompted, configure them now.
Click Save.
(Optional) Use the arrow keys in the header to move the field into the order you want on the form.
Configure pick lists
A common field to configure on an item type is a pick list. Pick lists can be reused, and the list you want, like Priority, might already exist. You can adjust the language or values to fit your needs.
If you need a new list, you can create it before you add the new field to an item type.
Select Admin > Organization, then select Pick lists.
Find the pick list you want and click Values in that row.
Add a new value or edit an existing value:
New — Click the + icon and enter the value.
Existing — Select the row and click the pencil icon.
Click Save.
(Optional) Use the arrow keys in the header to move the field into the order you want on the form.