This article guides you on how to assign or change a Work Type for a Work Template in Karbon. Setting the correct Work Type on your templates ensures that all new Work Items created from that template inherit the appropriate workflow settings, including relevant statuses and automations.
Steps:
1. Go to Settings: Click on Settings from your Main Menu.
2. Access Work Templates: In the Settings menu, click on the Work Template section.
3. Select Your Template: From the list of Work Templates, click on the template you wish to modify.
4. Go to the Details Tab: Within the selected template, click into the Details tab.
5. Click Edit in the Basics Section: Locate the Basics section within the Details tab and click the Edit button.
6. Select a New Work Type:
Click the drop-down menu for Work Type and choose the desired Work Type for this template from the list.