Work Zappy
  • About WorkZappy
  • 🎯Quick Start
    • For Everyone
    • For Project Managers
    • For Product Owners
    • For Admins
  • ✨AI FEATURES
    • AI Assistant
    • Generate Subtasks
    • Summarize Comments
    • Screen Recording
  • 💡Projects
    • Create and Manage Projects
      • Create a Project
      • Custom Templates
      • Manage Projects
    • Create Work
      • Tags
      • Dependency
      • Subtasks
      • Attachment & Comments
      • Use Markdown Syntax to format rich text
    • Screen Recording
    • Project Board
      • Phase Tracking
      • Kanban
      • Share Your Project Board
      • Save Kanban to Dashboard
    • Work Table
      • Update Work Items
      • Hierarchical Tree View
      • Filter Work Items
      • Multi-Level Sorting
      • Column Settings
      • Import Work Items
        • Import Comments
      • Export Work Items
    • Project Overview
    • Workload Estimates
    • Automation
      • Add Automation
      • Manage Automation
      • Automation Recommend
        • General
        • Cross-Project Collaboration
    • Project Settings
      • Project Members
        • Project Collaborator
      • Work Type
        • Custom Fields
      • Workflow
      • Features
      • Automation
      • Webhook
        • Webhook Custom Template Overview
        • Webhook Custom Template Variables
      • Audit Logs
        • Automation Usage
        • External-Sharing Logs
      • Tags
    • Notifications
    • Global Search and Hotkeys
  • 🖇️Cross Project
    • Gantt
      • Project Gantt
      • Project List
    • Dashboard
      • Widgets
  • 🛠️System Settings
    • OpenAPI
    • Field Management
    • Workday Settings
  • 🗃️Organization
    • Organization Information
    • Members Management
      • Groups
      • Invite Members
      • Add Members in Bulk
      • Invite New Members by Email
      • Share Team Link to Invite New Members
    • Permissions
  • 📍Personal Center
    • Personal Info
    • Notifications Settings
      • WorkZappy Weekly Report
    • My API Keys
    • Email Integration
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On this page
  • Create work in Bulk
  • Work Type
  • Default Fields
  • Custom Fields
  • Quick Actions for Work Items
Export as PDF
  1. Projects

Create Work

Create Work

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Click the icon in the lower right corner of your screen or press hotkey "C" to create new work.

Create work in Bulk

  1. Hover on the icon in the lower right corner.

  2. Click the "Bulk Create " icon to create multiple work items at once.

  1. Write out a list of tasks to quickly create multiple work items at once. Press ‘Enter’ to separate each task.

Work Type

Work Type indicates the category of a particular work item. For instance, a bug, a user story, or a test case.

Select the Work Type best suited to your project.

Default Fields

  • Project: A mandatory field for work. Each work item must belong to a specific project. Once the work item is created, the project it belongs to can not be changed.

  • Phase: The iteration the work item belongs to. Only available when Phase feature is enabled for current project.

  • Due time: Let your teammates know when a task should be completed by.

  • Member fields: Out of the box there are three member fields: owner, assignee and followers. You can also add custom member fields, such as Product Owner.

  • Work Title: The title of a particular work item.

  • Anchor: A quick way to get to linked work, subtasks, and attachments.

Custom Fields

In addition to the default fields, you add custom fields to the work details pane.

Quick Actions for Work Items

Copy Work ID & Link

  1. Hover on the work ID to copy either the ID&Title or the ID&Title&Link.

Pin Work

You can pin work to the bottom right corner of your screen for easy access.

Duplicate Work

The duplicated work will default to the current project, but you can change this by hovering over the project name and selecting another.

Customize Work Item Detail Pane

Pin fields to the top

On the details pane, each user can pin their commonly used fields to the top for easy access.

Delete work

You can if the default options don't suit your needs.

: Give your work additional context that can be used to filter or categorize work for easy viewing.

Description: Allow you to describe the work in detail. is supported.

: Add dependencies to work, and get a comprehensive view of your work's context and progress.

: Split larger work into smaller, actionable items.

: Upload a file for reference.

: Add comments to work items, such as questions, answers, or extra information.

To add fields or modify the layout of the work details pane, click and select Customize. Refer to on how to customize fields and layout.

Click theicon to copy the work link.

Click the work ID to copy it.

To pin a work item, click the icon inside that work item’s detail pane. Click the icon to unpin.

Click the icon inside that work item’s detail pane and select Duplicate.

You can add fields or adjust the layout of a work item’s detail pane according to the needs of your project. To customize the detail pane, Click the icon and select Customize.

Hover on the field, and click theicon to pin it to the top. Click theof the pinned field to move it back.

Click theicon and select Delete to delete that work item.

💡
customize Work Types
Tags
Markdown syntax
Linked Work
Subtasks
work types
Attachments
Comments