Choose a layout
Layouts display the same work records. A layout change does not change task lifecycle. Dates must be recorded for scheduling views to be useful.
Search, filter, and display
Search by title or identifier. Use the filters for status, priority, assignee, Task Owner, reporter, label, and due-date range. Temporary filters change the current view. Display offers grouping and sub-grouping, visible properties, ordering, and direction. Available grouping includes status, priority, assignee, and label. Use Clear temporary filters or Reset display to remove choices you no longer need. Archived work is excluded from ordinary active views. Use Show archived or Archives when you need historical items.Save a view
Open Views, choose Add view or Create view, name it, and save the offered filters and layout configuration. A private view is personal; a shared view can be used by permitted teammates. Search Views or filter by access to find one later. Only a view’s owner can edit or delete it. Saved-view privacy controls the view definition; it does not grant access to tasks a viewer otherwise cannot see.Export and custom properties
Use Export current view (.csv) from the work item actions to export the current result set. Use Custom properties to define additional fields where permitted, then edit values in Task Detail. The current editor supports types including text, number, date, selection, multi-selection, checkbox, and URL. These fields help describe the work; they do not replace status, assignment, dependencies, or acceptance criteria.Understand lifecycle
Waiting is the displayed label for the pending lifecycle. Older terms such as Drafting spec, Pending approval, and Ready to review are not separate current lifecycle states.
Changing a task to Ready can make it eligible for automatic dispatch. Review scope and assignment before approving it. Only allowed transitions are offered; moving to In Progress requires an assignee and remains subject to server validation.