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Configure work items and custom fields
Shape the work items your teams plan with: types, custom fields, statuses, priorities, and default assignees.
1 min read
Work items are how projects plan and track tasks, and Work item settings decides what they look like across the whole workspace: what kinds exist, what fields they carry, and what states they move through.
What each list controls
| List | What it controls |
|---|---|
| Types | The kinds of work item your teams create, such as Task, Issue, or Snag. |
| Custom fields | Extra fields work items carry, like a cost code or a location. |
| Statuses | The states a work item moves through, from open to done. |
| Priorities | The urgency levels teams pick from when they triage work. |
| Default assignees | Who a new work item goes to automatically when nobody is picked. |
Set them up
- 1
In workspace settings, open Work item settings.
- 2
Work through each list: define your Types first, since fields and defaults hang off them.
- 3
Add Custom fields for the data your teams actually report on, and set Statuses and Priorities to match how they work.
- 4
Set Default assignees where a type has a natural owner, so nothing sits unassigned.
How this shapes day-to-day planning
Every work item a team creates uses these lists: the type they pick, the fields they fill in, the status board they drag it across. Set them up once and every project plans the same way. See the team side in Plan work with work items.
Tip
Start small. A few types and a short status list get adopted; a dozen of each get ignored. You can add more once your teams ask for them.
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