Item library

Customize your Work Items to match the work style of your organization.

One of Timebook's goals is to give you a platform to manage your work in a truly agile way. This means you can define and customize all your and types. Pick the names and icons that are most meaningful to your organization. Then select or create properties associated with each type.

With Timebook, you can work with the default system item types. This means using the well-known concepts of tasks, stories, or epics. But you can also use the Workplace Admin to create new item types or modify the existing ones.

The item library has a middle pane with two sections: one for Work Items and the other for Goals. However, you can manage both in a nearly identical way.

Therefore, the step-by-step guides below about editing and creating item types can be applied to both Work Items and Goals.

This is how you edit an item type in the Item library tab.

Edit an item type

1. Select one of the existing item types in the middle pane.

2. Rename, add a description, or change the icon of the selected type.

3. Press on any of the fields to edit their values, names, or descriptions. Timebook system fields, marked with the lock icon, can't be edited.

4. You can add new fields to an existing item type. Press [Add field] and select the fields you want to add.

5. You can also drag and drop fields across the list. The order of fields is reflected on item cards, so place the most important fields at the top.

6. Press [Save] to confirm the changes.

After you edit an item type, the appearance of all items of this type already in the system will be updated accordingly.

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This is how you create a new item type in the Item library tab.

Create an item type

1. In the middle pane, press [Add item type] at the bottom of the list of Work Items or Goals.

2. Give your new item type a meaningful name. Then press on the item type to manage its details.

3. Press [Add field] and select the fields you want to show in your new item type. You can choose preconfigured fields from the library or use our wizard to create an item type from scratch.

4. Press on any of the fields to start editing their values, names, or descriptions. Timebook system fields, marked with the lock icon, can't be edited.

5. You can also drag and drop fields across the list. The order of fields is reflected on item cards, so place the most important fields at the top.

6. Press [Save] to confirm the changes.

After you save a new item type, you can assign it to any Work Item or Goal in Timebook. Just use the type selector on an item card and pick the new type from the list. For more details, see Work Item options

To delete an item type with all its fields, press the [Meatballs] menu next to the item type name and select [Delete].

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Related articles:

Work Item concept Work Item options Work Item fields

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