For each Item Type an Administrator can specify the sequence in which it appears in any drop down and give it a Description as well as a Title.  You can also disable an Item Type so that it does not appear in the list of Item Types when creating Items, but any Items of this Type will remain in the list and not be deleted. 

  

There are nine optional fields that can be included in the Details tab on an Item and which of these appear is defined on the Item Type, in addition they can be defined as Mandatory and if there is an associated list of values a Default value can be selected. 

  

Item Types may be defined at the Portal level, which are used by default when creating a Project, or at The Project level if this is selected once the Project has been created. 

  

Select the Settings icon in the left hand pane:


  

To change the configuration of an Item Type navigate to the Settings option under the Item Manager heading if you wish to change an Item Type used Globally.


Portal Projects Users Languages Item Manager Settings


Or select the Projects option under the Portal heading and then select the Project which has the Item Types managed at the Project level which you wish to amend. 


Current Name Deleted Based on Template, 1. cut Company A Migration Company B Migration Company C Migration Company E Migration Company F Migration Company G Migration Company H Migration Company I Migration Hopp Demo - Bank Project Husquarna State Active Active Active Active Active Active Active Active Active Active Draft Language English English English English English English English English English English Dansk Created 7/15/2021 PM 3/23/2022 PM 6/20/2022 PM 6/29/2022 AM 7/14/2022 AM 7/14/2022 PM 7/21/2022 AM 7/25/2022 AM 7/25/2022 AM 11/24/2021 AM 4/6/2021 PM By Administrator DisplayName John Smith John Smith John Smith John Smith John Smith John Smith John Smith John Smith Sune Administrator DisplayName Modified 7/15/2021 PM 3/25/2022 AM 11/24/2021 PM By Administrator DisplayNarr John Smith Sune


Then select the Settings option under the Item Manager heading.

 

Item Types Name Issue Risk Activity Task Milestone Release Completed: 6 items Sort 1 2 3 4 5 6 In Use Yes Yes Yes Yes Yes Yes


An Administrator can then select the Item Type you wish to amend by hovering over the Name and clicking on the ellipsis (three dots) that appears and selecting Edit. 


This will display a dialogue box where you can change the configuration of the Item Type. 


Item Type Title Issue Sort order 1 In use Yes Status Yes Priority Yes Scope Yes Impact Yes Probability No Effort No Date From Is mandatory Yes Is mandatory Yes Is mandatory No Is mandatory No Is mandatory No Is mandatory No Is mandatory x Description A problem that has manifested itself in the migration Default Default Default Default Default Cancel Save


An administrator can change the Title, Description, Sort Order and enable or disable the Item Type at the top of the dialogue and select the optional fields to be used for the Item Type at the bottom.  For each of the optional fields you can define whether they should be Mandatory or Not and if there is a list of values associated with the field select a Default value to be filled in when an Item of this type is created. 


Make your changes and click on the Save button.