Basics
Creating Work Items
To create a new work item, click the + New Item button at the top of the work items page.
To create a new work item, click the + New Item button at the top of the work items page.
The Create Form
A modal opens with these fields:
- Type — Choose the item type (Story, Bug, Task, etc.). Defaults to Story.
- Priority — Set how urgent this is. Defaults to Medium (P3).
- Title — A short, clear description of what needs to be done. This is the only required field.
- Description — Add more detail using markdown. You can use headings, lists, bold, links, and more.
- Story Points — Estimate the relative size or complexity (optional).
What Happens Next
When you click Create:
- The item is created with an auto-generated number (e.g., WEB-42) using your project's prefix.
- It starts in Todo status with no assignee.
- The page refreshes to show the new item in your current view.
- You can then open it to add more details, assign it, attach files, and more.
Tips
- 💡 Write clear, actionable titles. "Fix login button on mobile" is better than "Login issue."
- 💡 You don't need to fill in everything at creation time. Start with a title and come back to add details later.
- 💡 Duplicate detection — As you type the title, Dragon Planner checks for similar existing items and warns you if a potential duplicate is found.