Work items

Introduction to work items

Work items are individual tasks, epics, and stories that contribute to achieving project goals. They can span from minor bug reports, to building new features from scratch, to large epics involving multiple teams and planned for months to come.

Creating work items

Work items are stored in the Delivery module of the application. They can be created manually, or generated from feedback tickets.

Creating manually

1

The easiest way to create a work item is from the global add button residing in the left navigation sidebar:

Creating from + button
2

Select the work item type, add description, and configure other properties (status, assignee, priority, parent poject, etc.):

Work item configuration screen

Generating from tickets

Feedback tickets are the voice of your customers aimed at improving and your product and providing ideas for new features. Each ticket can be duplicated into a work item, which stays connected with the source.

1

Go to Research → Feedback and select the ticket that you want to create the item from.

2

Click the 'Genarate' button and select 'Work item' from the list.

3

Timebook will create the task and attach it to the 'Work items' tab of the ticket.

Generating from feedback tickets

Types of work items

The examples below include use cases from a fictional company providing music streaming services.

Name
Description
Example

☑️ Task

The smallest manegeable piece of work. Used to break higher-level stories into actionable steps.

Update album artwork API endpoint to support 4K resolution

🐞 Bug

Similar to taks, but related directly to resolving issues and errors.

Songs skip to next track when user adjusts volume during playback.

🔖 Story

User stories and requirements collected during the feedback phase.

As a user, I want to create collaborative playlists so that my friends and I can add songs together.

📋 Feature

Groups user stories into a single deliverable functionality.

Social playlists: collaborative playlists, playlist sharing, friend activity feed.

⚡️ Epic

Multiple features or initiatives organized into a long-term delivery plan.

High-level initiative encompassing social playlists, friend recommendations, and social discovery features.

Statuses

Work items come with a set of four default status types, recognizable to every user of project management software: To do, In progress, Done and Canceled.

You can and add your own statuses to customize the workflow in the Work section of your team settings:

List of work items' statuses in team settings

Properties

Work items share a common set of properties used in day-to-day work and project management.

Property
Description

Team

The team assigned to the item.

Sprint

The sprint the item is currently assigned to.

Release

The release the item is planned to be delivered with.

Project

The project holding the item.

Solution

The solution to which the item belongs.

Status

The current status of the item (to do, in progress, done, etc.)

Assignee

The workplace member currently responsible for the progress in the item.

Priority

Defines how important the work item is.

Start date

The date the team should start working on the item.

Due date

The date the team should finish working on the item.

Estimated time

Total time assumed for the team to finish working on the item.

Color

The color of the item on the calendar and timeline views.

Git

Git commits, merge requests, and branches assigned to the item (requires configuring Automation in the team settings).

Story points (story type only)

The effort required to resolve the story, with scoring similar to the Fibonacci sequence. Also known as task complexity.

Created by

The member of the workplace that created the item.

Date created

The date the item was created.

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