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title Quick reference for concepts related to work item tasks
titleSuffix Azure Boards
description Learn about query operators, macros, and sample queries used to list work items for Azure Boards and Azure DevOps.
ms.custom work-items, engagement-fy23
ms.service azure-devops-boards
ms.topic conceptual
ms.author chcomley
author chcomley
monikerRange <= azure-devops
ms.date 02/02/2023

Key concepts and work item tasks

[!INCLUDE version-lt-eq-azure-devops]

Use this index to quickly access concepts and tasks related to work items and information on adding and updating work items—such as users stories, features, tasks, and bugs.

::: moniker range="azure-devops"

Note

The following features require the New Boards Hub feature, which is enabled by default. For more information, see Manage or enable features:

Key concepts

:::row::: :::column span="1"::: - Agile glossary
- Agile process
- Area Paths
- Autocomplete work items
- Assigned to
- Basic process

- Chart for work items widget
- Charts
- Client tools
- CMMI process
- Customization process models
- Dependencies
- Delivery plans

- Filtering
- Following
- Inheritance process model
- Iteration Paths
- Keyboard shortcuts
:::column-end::: :::column span="1"::: - Link types
- Link work items to other objects
- Mobile browser
- New Boards Hub
- New work item widget
- On-premises XML process model
- Set permissions and access
- Process guidance
- Process models

::: moniker range="azure-devops" - Queries
- Recycle bin
- Remote linking - Rollup
- Scrum process
- State categories
::: moniker-end ::: moniker range="azure-devops-2020" - Queries
- Recycle bin
- Rollup
- Scrum process
- State categories
::: moniker-end ::: moniker range="< azure-devops-2020" - Queries
- Recycle bin
- Requirements
- Rollup
- Scrum process
- State categories
::: moniker-end :::column-end::: :::column span="1"::: - Tags
- Track bugs as requirements or tasks
- Track dependencies

- Visual Studio work item experience

- Work item fields
- Work item form
- Work item form controls
- Work item templates
- Work item types - Work tracking limits - Workflow :::column-end::: :::row-end:::

Work item user tasks

Tasks listed below are available to users with Contributor permissions and Basic access.

:::row::: :::column span="1"::: - Add a work item
- Add Epics
- Add Features
- Add items to a backlog
- Add items to a board
- Add links
- Add tags
- Add tasks
- Add to discussion
- Apply a template to a work item
- Assign work to a team member
- Bulk add or remove tags
- Bulk modify work items (Excel)
- Bulk modify work items (Web)

- Capture work item as a template
- Change the link type - Change work item type
- Copy or clone a work item
- Copy work item URL
- Copy list of work items
- Create a branch
- Create a work tracking chart

::: moniker range=">= azure-devops-2020" - Define a work item template - Delete work item tags
- Delete work items
- Display rollup
::: moniker-end ::: moniker range="< azure-devops-2020" - Define a work item template
- Delete work item tags
- Delete work items
::: moniker-end

  - [Send email of work item list](email-work-items.md)  
  - [Export a work item list](email-work-items.md#export)

:::column-end::: :::column span="1"::: - Filter a backlog, board, or plan
- Filter the History tab
- Follow a work item
- Forecast work items
- Get notified of work item changes
- Group work items

- Link to cross-organization work items
- Link to development objects
- Link to GitHub commits and pull requests
- Link to work items from a wiki
- Link work items
- List work items
- List work items in a wiki

- Manage bugs
- Manage issues or impediments - Manage work item tags
- Map work items - Move a card to a specific column position - Move work items to a sprint
- Move work items to another project

- Open work items
- Print work items
- Prioritize backlog items
- Query work item history
- Query for work items
:::column-end::: :::column span="1"::: - Reassign a checklist item - Reassign work items - Remove work items
- Request feedback
- Restore deleted work items

- Start storyboarding - Track dependencies

- Update status of tasks (Taskboard)
- Update status of work items (board)
- Use #ID to link
- Use @mentions

::: moniker range=">= azure-devops-2020" - View history
- View work items (mobile)
- View work items (web)
- View work assigned to me
- View work I'm following
- View work I've recently viewed or updated
- View work recently completed
- View work recently created
- View work where I'm mentioned
::: moniker-end ::: moniker range="< azure-devops-2020" - View history
- View work items (mobile)
- View work items (web)
::: moniker-end :::column-end::: :::row-end:::

Administrative customization tasks

Tasks listed below must be performed by an administrator who has the necessary permissions, as they affect all users and teams within a project.

::: moniker range="azure-devops"

You customize work item types using the Inheritance process model.

::: moniker-end

::: moniker range=">= azure-devops-2019 < azure-devops"

You customize work item types using either the Inheritance process model or On-premises XML process model. The model in effect for the project depends on the selection made for the project collection where the project is defined.

Inherited process model

::: moniker-end

::: moniker range=">= azure-devops-2020"

:::row::: :::column span="2"::: - Add a checkbox (Boolean) field
- Add a custom field
- Add a custom work item type
- Add/remove custom fields
- Add/remove custom groups
- Add/remove custom pages
- Add/remove a custom control
- Add/remove custom rules to a field
- Add a person-name/Identity
- Add a picklist (drop-down menu)
- Add a rich-text (HTML) field
- Add, edit, or remove a WIT workflow state

- Change a field label
- Change the WIT color or description
- Change the reference process from Agile to Scrum
- Change the reference process from Basic to Agile
- Change the reference process from Scrum to Agile
- Create a project

:::column-end::: :::column span="1"::: - Define Area Paths
- Define Iteration Paths
- Delete field
- Delete a WIT
- Enable/disable a WIT

- Modify a default pick list
- Move the field within the layout
- Remove a field from form
- Restrict modification
- Set required/default options
- Set work tracking permissions :::column-end::: :::row-end:::

::: moniker-end

::: moniker range="azure-devops-2019"

:::row::: :::column span="2"::: - Add a custom field
- Add a custom work item type (WIT)
- Add/remove custom fields from a WIT
- Add/remove custom groups on a WIT form
- Add/remove custom pages on a WIT form
- Add/remove a custom control on a WIT form
- Add/remove custom rules to a field
- Add a person-name/Identity
- Add a picklist (drop-down menu)
- Add a rich-text (HTML) field
- Add, edit, or remove a WIT workflow state

- Change a field label
- Change the WIT color or description
- Create a project
:::column-end::: :::column span="1"::: - Define Area Paths
- Define Iteration Paths
- Delete field
- Delete a WIT

- Enable/disable a WIT
- Modify a default pick list
- Move the field within the layout

- Remove a field from a form
- Restrict modification
- Set required/default options
- Set work tracking permissions :::column-end::: :::row-end:::

::: moniker-end

::: moniker range=">= azure-devops-2019 < azure-devops"

On-premises XML process model

::: moniker-end

::: moniker range="< azure-devops"

You customize work item types using the On-premises XML process model. For more customization options, see On-premises XML process customization.

:::row::: :::column span="2"::: - Add a checkbox (Boolean) field
- Add a custom field
- Add a custom pick list
- Add or modify a field
- Add rules to a field
- Add a custom control field
- Add fields that integrate with test, build, and version control
- Add/remove State or Reason fields (customize workflow)
:::column-end::: :::column span="1"::: - Change a field attribute
- Change a field label
- Define Area Paths
- Define Iteration Paths
- Define global lists
- Delete a field
- Modify a predefined pick list
- Remove a field from a form
:::column-end::: :::row-end:::

::: moniker-end

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