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Work item actions

Work item actions are a way of automating processes that would otherwise need to be done manually as part of a workflow. Work item actions have a trigger and an effect. Work item actions can be used to bundle a complex set of processes into a single button or other trigger.

A trigger is an external force that causes the action to be run. The following triggers are supported.

  • On created or updated

    Triggered when a work item is created or has been updated

  • Work item button

    Triggered by a manual button on the work item toolbar

  • Schedule button

    Triggered by a manual button on the work item log toolbar for the selected schedule

Triggers can be constrained to only occur when some criteria is also met. The following criteria are supported.

  • Work item type
  • Work item priority
  • Work item status (Previous status)

An action can result in one or more effects.

  • Set actual start
  • Set actual finish
  • Notify subscribers by e-mail
  • Notify subscribers by sms
  • Notify invited users by e-mail
  • Notify invited users by sms
  • Notify work item log
  • Set next status

Work item actions can be enabled and disabled at any time.

Creating a new work item action

Updating an existing work item action