DOCSTIPS TO CREATE THE PERFECT WORK ITEM

Tips to create the perfect Work Item

Here are some tips to creating the perfect Work Item:

When recording

1. State your intent

Begin the recording with the purpose.

“Send an email task to...”
“I have a new feature request for SugarLearning...”

2. Detail bug reports

For bugs, mention reproduction steps and expected behaviour.

“First do this, then do this, then this error occurs, but I expect it to do this”

Note: Have a look at drafting your bug with enough details

3. Mention additional team members

So you include others who are not in the meeting.

“...Cc Adam and Uly”

Note: Creating a PBI or bug report will automatically CC the Product Owner and Tech Lead. Why?

4. Collaborative effort goes a long way

Invite a colleague when recording to allow for multiple perspectives and explanations, allowing for increased clarity and quality of the work item.

After recording

1. Move PBIs (if needed)

If the PBI wasn’t created in the correct project, use the “Move PBI” option to relocate it to the right project.

2. Review and like the Work Item

Check the PBI title and content. If everything looks good, react with a 👍 to show you’ve reviewed it.

Note: You should also do this after checking Work Items created by others.

3. Loop in more people

If someone needs to join the conversation later, add "(looping @username)" at the top of the Work Item description.

Last Updated: 28 January 2025