How to Customize a Work Item Type Within a Process Template

- J.D. Meier, Jason Taylor, Alex Mackman, Prashant Bansode

Use the Process Editor tool, available with the latest version of the TFS Power Tool, to customize work item types. You can download the TFS Power Tool from http://msdn2.microsoft.com/en-us/vstudio/aa718351.aspx.

To customize work item types
  1. Download the process template that most closely meets your requirements, as follows:
    1. In Visual Studio, on the Team menu, select Team Foundation Server Settings.
    2. Click Process Template Manager.
    3. In the Process Template Manager dialog box, select the process template you want to modify and then click Download.
    4. In the Download Process Template dialog box, select the folder location on your local drive where you want to save the template, and then click Save.
  2. Open the process template in the Process Editor as follows:
    1. In Visual Studio, click the Team menu.
    2. Click Process Editor, and then click Open Process Template.
    3. In the Open Process Template fileset dialog box, navigate to the downloaded process template and then click Open. - The ProcessTemplate.xml file is loaded by Visual Studio.
    4. Set the Name of the methodology you are customizing.
  3. In the Process Template Explorer, click Work Item Tracking.
  4. In the right pane, click the Type Definitions tab.
  5. To create a new work item, click Add in the toolbar in the right pane.
  6. In the New Work Item Type dialog box, enter a name for the work item type and select an existing work item type from the Copy From drop-down list. The new** work item type is** created and is available in the Item List on the Type Definitions tab in the right pane.
  7. To save changes, on the File menu, click Save.
  8. Optionally, add/remove attributes** or fields** to/from the new work item type or an existing work item type.
  9. On the Type Definitions tab, right-click the work item type you want to edit, and then click Open. The selected work item type opens in a new Visual Studio window.
  10. Add or remove attributes as necessary.

Additional Resources

  • To download the TFS Power Tool, go to http://msdn2.microsoft.com/en-us/vstudio/aa718351.aspx
  • For more information about work items, see “Chapter 12 – Work Items Explained” in this guide.
  • For more information on using the Process Editor tool to customize work item types, see “How To – Customize a Process Template in Visual Studio Team Foundation Server” in this guide.

Last edited Jul 25, 2007 at 12:12 PM by prashantbansode, version 1

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