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Apply a Work Type to a Work Item

Learn how to assign or change a Work Type for an existing Work Item, ensuring proper categorization and workflow application for your tasks.

Erin Jamison avatar
Written by Erin Jamison
Updated this week

This article explains how to assign or change a Work Type for an existing Work Item in Karbon. Applying the correct Work Type ensures that the Work Item utilizes the appropriate workflow statuses and contributes to accurate reporting and categorization.

Steps:

1. Open the Work Item: Navigate to and open the specific Work Item you wish to modify.

2. Select the Details Tab: Within the Work Item, click on the Details tab.

3. Click Edit in the Basics Section: Locate the Basics section and click the Edit button (pencil icon) to open the editing mode.

4. Select a New Work Type:

Click the drop-down menu for Work Type and select the desired Work Type from the list.

If the Work Item is part of a schedule, Karbon will ask you if you'd like to apply this Work Type to future occurrences of this scheduled work. Choose your preference.

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