Work item details

Every work item has its own page, and that page holds everything about the work: the fields, a description, estimates, subtasks, a checklist, dependencies, related documents, comments and history. Open it by selecting an item’s title or key in any view, in My Work, or from a notification.

What’s on the page#

From top to bottom:

1. Back to board returns to the project. Duplicate and Watch sit on the right.
2. The item’s key and its tags, with Add tag.
3. The title, which you can edit in place.
4. Status, Priority, Assignee (with Assign to me), Start, Due, Estimate (h), Points, and Archive.
5. Description
6. Estimation
7. Subtasks
8. The item’s reality panel, if Reality is turned on for your organization. See Reality.
9. Checklist
10. Dependencies
11. Related documents, when a document links to this item
12. Comments
13. History

The page updates live. If a colleague changes the item while you have it open, you see the change without reloading. If you’re in the middle of editing the title or description when someone else changes it, your text is kept and a notice tells you the saved version has changed.

Who can use it#

Title and description#

Click the title to edit it. It saves when you click away, as long as it isn’t empty. The Description box works the same way: type, then click away to save. The description is plain text.

Estimation#

The Estimation panel keeps four separate numbers, because each answers a different question:

Estimate

Your current estimate of the total effort. Views, the Workload view and reports use this one. The Estimate (h) field higher up the page edits the same value.

Original estimate

Filled in automatically the first time you set Estimate, then left alone, so you can compare what you expected with what happened. You can still edit it directly, for example to fix a typo.

Remaining

How much work is left. It’s filled in from Estimate the first time. After that only you update it. Logged time does not reduce it.

Story points

Relative size. Points are never converted to hours, and hours are never converted to points.

Typing a duration#

Estimate, Original estimate and Remaining accept a plain number of hours, or a duration the way you’d say it: 2h30m, 90m, 1.5h, 1d, 1w 2d. A day and a week are your organization’s working day and working week, so 1d means one working day, not 24 hours. If UnitX can’t read what you typed, it tells you and saves nothing. Empty the field to record “no estimate”, which is different from 0h.

Once there’s an original and a remaining estimate, a badge shows how much has been used, for example “35% of the estimate used”. It turns red and shows “… left of …” when the work left has grown past the original estimate.

Subtasks#

A subtask is a full work item with its own key, status, assignee, comments and history. It just happens to have a parent. Use subtasks for pieces of work someone needs to be assigned to and report on.

1. Add a subtask

   Type a title into Add a subtask… and select Add. It’s created in the same project, as a Subtask, with this item as its parent. Change its type later if it’s really a bug or a story.

2. Track progress

   The panel shows “n/m done”, where done means the subtask’s status is in the Done category. The same count appears on board cards and in the Subtasks column of List and Table views.

3. Move a subtask out

   Hover a subtask row and select the unlink icon. The subtask becomes a top-level item in the project. Nothing is deleted.

Subtasks can have their own subtasks, with no depth limit. UnitX refuses a change that would make an item its own ancestor. Finishing every subtask doesn’t change the parent’s status for you. Use an automation if you want that.

Checklist#

A checklist is a list of lines to tick off on this item, for steps nobody needs to schedule or report on separately. Type into Add a checklist item… and select Add. Tick the box to mark a line done. Hover a line and select the bin icon to remove it. The heading shows how many are done, for example “2/5”.

Dependencies#

Link this item to other work items, in any project you can see.

1. Choose the relationship

   Pick Blocks, Blocked by, Relates to or Duplicates.

2. Choose the project, then the work item

   Pick from Project…, then choose the item from Work item….

3. Select Link

   The link appears in the list. Hover a link and select × to remove it.

• An item can’t depend on itself, and the same link can’t be added twice.
• Blocks links can’t form a loop (A blocks B blocks A). UnitX refuses the link that would close one.
• An item with an unfinished blocker shows a blocked marker on board cards and in List and Table rows, and the Blocked filter finds it.
• Blocking links are drawn as arrows on the Gantt, which highlights any whose dates conflict.

Watching an item#

Select Watch at the top of the page to follow the item. The button changes to Watching. Select it again to stop. Items you watch appear under Watching in My Work. See Following and watching for what watching notifies you about.

Duplicating an item#

1. Select Duplicate

   The Duplicate this work item dialog opens. The title, description and priority are always copied.

2. Choose what else to copy

   Tick any of: Assignee, Tags, Custom fields, Checklist, Start and due dates, Dependencies, Subtasks (the whole tree), and Attachments (the same files, not copies).

3. Select Duplicate

   The copy is created with a new key and opens. Comments and history are never copied.

Attachments#

Files are attached to comments. After you post a comment, Attach appears under it. See Comments and mentions.

History#

History lists every status change: when it happened, who made it, and the from and to statuses. Below that, Everything else shows the item’s 20 most recent other activity events, such as edits. If there are more status changes than fit, the panel says so, and the full record is in the organization’s Activity log.

Recurring work items#

For work that arrives on a calendar, such as a weekly report or a monthly invoice run, set up a recurring rule instead of creating the item by hand each time. Each time the rule comes round it creates a brand-new work item. It never reopens or edits the previous one.

1. Open the project and select Recurring

   The Recurring work items dialog lists the project’s rules, what each creates, when it next runs, and how many items it has created so far.

2. Name the rule and the items

   Rule name (up to 120 characters) is for you. Each item is called (up to 500 characters) becomes the title of every item the rule creates.

3. Describe the schedule

   Choose Repeats (Daily, Weekly or Monthly) and Every (1–365). A weekly rule picks one or more days under On. A monthly rule sets Day of the month (1–31).

4. Choose when it starts

   Set Starting and At (UTC). Times are in UTC, not your local time.

5. Read the sentence, then select Create rule

   The form reads the schedule back, for example “This will create an item every 2 weeks on monday at 09:00 UTC, starting 2026-09-21.” Check it before you save.

• Rules created here always create items of type Task.
• A new rule starts from its next occurrence. It doesn’t go back and create items for dates that have already passed.
• A monthly rule for the 29th, 30th or 31st runs on the last day of any month that’s shorter.
• Pause stops a rule without losing its place in the schedule, and Resume picks it back up. Delete ends the rule for good, and every item it already created stays where it is.
• A rule turns itself off if the person who created it leaves the organization. Create it again under your own name.

FAQ#

Related pages#

• Work items
• Comments and mentions
• Tags and custom fields
• Time tracking