Define objects for tracking work items using the work Item tracking plug-in

Last Update: 4/14/2017

Team Services (Hosted XML) | TFS 2017 | TFS 2015 | TFS 2013

IMPORTANT

This topic applies to team project customization for Hosted XML and On-premises XML process models. For the Inheritance process model, see Customize a process.

For an overview of process models, see Customize your work tracking experience.

By using the plug-in for tracking work items, you define a team project's initial objects for tracking work. These objects include types of work items, work item queries, categories, link types, and instances of work items. After you create a team project, you can modify these objects by using the witadmin command-line tool.

In the plug-in file, you specify one or more tasks and their dependencies. In general, you specify one task for each major upload activity, such as link types, work item types, queries, and categories.

IMPORTANT

You must specify the tasks to upload files and define queries in a specific sequence: link types first, then work item types, and then queries. Each definition file for these objects depends on the definitions that are specified in the tasks that precede them. In general, you should maintain the task sequence that is defined in the process template that you are customizing. For more information, see Define dependencies for task groups and tasks.

Plug-in name and location

The names of the file, the folder, and the plug-in for the default process templates are as follows:

File name: WorkItems.xml
Folder name: WorkItem Tracking folder Plug-in name: Microsoft.ProjectCreationWizard.WorkItemTracking

NOTE

You can change the name of the XML file and the folder name but not the name of the plug-in. The system doesn't include a mechanism for the deployment of client-side plug-ins, policies, or other modifications. If you want to deploy this kind of functionality, you must use your own distribution and installation program.

For specific information about each type of object that you can define, see one of the following topics:

Work item tracking plug-in syntax structure

The plug-in file for work item tracking must conform to the schema definition that is defined in the WorkItemMethodology.xsd file, and the plug-in must be specified in its own file.

The following syntax shows the high-level structure of the WorkItemTracking plug-in. Four tasks are specified, one each to upload the definitions for link types, types of work items, queries, and categories. If you were to add definitions work item instances, you would specify an additional task for each.

For a description of each element, see Element reference later in this topic.

<?xml version="1.0" encoding="utf-8"?>  
<tasks>  
  <task id="LinkTypes" name="LinkType definitions" plugin="Microsoft.ProjectCreationWizard.WorkItemTracking" completionMessage="Work item link types created">  
    <taskXml>  
      <LINKTYPES>  
        <LINKTYPE />  
   . . .   
      </LINKTYPES>  
    </taskXml>  
  </task>  
  <task id="WITs" name="WorkItemType definitions" plugin="Microsoft.ProjectCreationWizard.WorkItemTracking" completionMessage="Work item types created">  
    <dependencies>  
      <dependency taskId="LinkTypes" />  
    </dependencies>  
    <taskXml>  
      <WORKITEMTYPES>  
        <WORKITEMTYPE />  
   . . .   
      </WORKITEMTYPES>  
    </taskXml>  
  </task>  
  <task id="Queries" name="Stored Query Definitions" plugin="Microsoft.ProjectCreationWizard.WorkItemTracking" completionMessage="Work item queries uploaded">  
    <dependencies>  
      <dependency taskId="WITs" />  
    </dependencies>  
    <taskXml>  
      <QUERIES>  
        <Permission />  
   . . .   
        <QueryFolder >  
          <Query />  
   . . .   
        </QueryFolder>  
   . . .   
      </QUERIES>  
    </taskXml>  
  </task>  
  <task id="Categories" name="Categories definitions" plugin="Microsoft.ProjectCreationWizard.WorkItemTracking" completionMessage="Work item type categories created">  
    <dependencies>  
      <dependency taskId="WITs" />  
    </dependencies>  
    <taskXml>  
      <CATEGORIES fileName="WorkItem Tracking\Categories.xml" />  
    </taskXml>  
  </task>  
</tasks>  

Element reference

The following table describes the elements that you use to upload work item tracking objects. You specify these elements within a taskXml container element in the WorkItemTracking plug-in file. For information about the task, dependency, and taskXml elements, see Define the tasks to process a plug-in.

Element Syntax Description
CATEGORIES <CATEGORIES fileName="CategoriesFilePathName" /> Optional child element of the taskXml element for the WorkItemTracking plug-in.

Specifies the path and name of the file that contains the category definitions to be uploaded when the WorkItemTracking plug-in task is processed.
FIELD <FIELD refname="FieldReferenceName" value="Value" /> Required child element of WI.

Defines a value for a field in the work item instance.
HYPERLINK <HYPERLINK URL="URL" relativePath="false" /> Optional child element of WI.

Defines a hyperlink for the work item instance.
LINKTYPE <LINKTYPE fileName="LinkTypeFilePathName" /> Required child element of LINKTYPES.

Specifies the path and name of a file that contains a link type definition to upload.
LINKTYPES <LINKTYPES> <LINKTYPE /> . . . </LINKTYPES> Optional child element of the taskXml element for the WorkItemTracking plug-in.

Contains a collection of LINKTYPE elements that each specify a definition file to upload.
Permission <permission allow="ListOfPermissions" identity="GroupName" /> Optional child element of Query.

Specifies the default permissions that are assigned to team queries. For more information, see Assign permissions for work item queries.
Query <Query name="QueryName" fileName="QueryFilePathName" /> Required child element of QUERIES.

Specifies the name and the path of the .wiq file that defines a query to upload.
QueryFolder <QueryFolder name=" FolderName "> Optional child element of QUERIES.

Specifies the name of a query folder.
QUERIES <QUERIES> . . . </QUERIES> Optional child element of the taskXml element for the WorkItemTracking plug-in.

Specifies which query definition files to use to create default queries.
WI <WI type="WorkItemType"> <FIELD> . . .</FIELD> <HYPERLINK> . . .</HYPERLINK> </WI> Required child element of WORKITEMS.

Defines a type of work item to create and the values to assign to specific fields.
WORKITEMS WORKITEMS> <WI> <FIELD> . . .</FIELD> <HYPERLINK> . . .</HYPERLINK> </WI> </WORKITEMS > Optional child element of the taskXml element for the WorkItemTracking plug-in.

Contains a collection of WI elements that each define a work item instance.
WORKITEMTYPE <WORKITEMTYPE fileName="WITFilePathName" /> Required child element of WORKITEMTYPES.

Specifies the path and name of the file that contains a type definition to upload.
WORKITEMTYPES <WORKITEMTYPES> <WORKITEMTYPE /> . . . </WORKITEMTYPES> Required child element of the WorkItemTracking plug-in.

Contains a collection of WORKITEMTYPE elements that each specify a definition file to upload.

Customize a process
Customize your work tracking experience
Overview of process template files