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Work Item Types

Work Item Types defines the types tracked work can take, under Types, Fields, and Defaults tabs. The Types tab lists each type with its key: Program (program), Project (project), Deliverable (deliverable), Task (task), Plan Brief (plan_brief, off), and Deliverable Brief (deliverable_brief, off). Search filters the list; New creates a type.

Types on means sessions can attach that kind of work item; off means the type exists but is unavailable. Change fields and defaults only when the owning process changed, since sessions in flight reference them.

  • Types tab lists each work item type with its key and on/off state.
  • Fields tab defines per-type fields; Defaults tab defines per-type defaults.
  • Program, Project, Deliverable, and Task ship on; Plan Brief and Deliverable Brief ship off by default.
Settings Work Item Types with Program, Project, Deliverable, Task, Plan Brief, and Deliverable Brief entries

The model behind the types

Section titled “The model behind the types”

The four on-types are the work-item hierarchy: program to project to deliverable to task. Types on means sessions can attach that kind of work item from the Starting a session composer; off means the type exists but stays unavailable. Turning a brief type on makes it attachable everywhere at once, so the decision belongs to whoever owns the process, not to whoever wants it today.

  • Fields tab defines per-type fields; reusable definitions live under Custom Fields. Reference fields between types are assigned from each type’s Relationships tab.
  • Defaults tab defines what new rows start with. Defaults that match how the team actually works get accepted silently; defaults that fight it get overridden on every row, which is a signal the default is wrong.
  • Statuses behind these types run inside Settings Workflows — a row moves only when the work actually moved.
  • Repeatable shapes built from these types live under Templates; the lists themselves live at /items/{typeKey}, documented on the Work items hub.

What next

Section titled “What next”

  • Work items: the hub — hierarchy, lists, customization, workflows, approvals, sessions.

  • Workflows: the workflows that govern these types.

  • Starting a session: where the composer attaches a work item to a session.