Create and manage custom work item types in CWM

task brazil Updated Sep 10, 2026 1 min read create-custom-work-item-types-in-cwm.md
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Create custom item types for Boards in Collaborative Work Management, so that you can organize and manage multiple types of tasks from a single location, regardless of the workflow.

Before you begin

Create a Board in CWM.

Role required: sn_cwm.cwm_user

Procedure

  1. Navigate to Workspaces > Collaborative Work Management.

  2. Navigate to the Board that you want to add custom tasks to.

  3. From the Board header, select the More actions icon ([Omitted image "cwm-icon-more-actions.png"] Alt text: More actions icon.) and select Manage item types.

  4. From the Default item types section, enable or disable Task or Defect to be available for your Boards.

  5. From the Custom work item types section, add a new item type.

    1. Select Add new item type.

    2. In the Item type name field, enter a name for the work item type.'

    3. Select an icon to represent the item type.

    4. Select the check box to make this item type available for use in the Board.

    5. Select + Add new item type to repeat adding another item type.

  6. After adding all required work item types, select Save.

What to do next

Add tasks of the new item type to your Board using the More actions menu ([Omitted image "cwm-icon-more-actions.png"] Alt text: More actions icon.) on the Board header.

Parent Topic:Managing work using Boards in CWM

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