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Workspace Work Item Types#417

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danciaclara wants to merge 6 commits intomasterfrom
workspace-work-item-types
Open

Workspace Work Item Types#417
danciaclara wants to merge 6 commits intomasterfrom
workspace-work-item-types

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@danciaclara danciaclara commented Mar 20, 2026

Description

Type of Change

  • Bug fix (non-breaking change which fixes an issue)
  • Feature (non-breaking change which adds functionality)
  • Improvement (change that would cause existing functionality to not work as expected)
  • Code refactoring
  • Performance improvements
  • Documentation update

Screenshots and Media (if applicable)

Test Scenarios

References

Summary by CodeRabbit

  • Documentation
    • Reorganized "Work Item Types" documentation with collapsible sections for project-level and workspace-level information.
    • Added documentation for managing work item types and custom properties at the workspace level in Enterprise Grid.
    • Introduced URL property type for linking work items to external resources.

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vercel Bot commented Mar 20, 2026

The latest updates on your projects. Learn more about Vercel for GitHub.

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docs Ready Ready Preview, Comment Apr 21, 2026 4:42pm

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ℹ️ Review info
⚙️ Run configuration

Configuration used: defaults

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Run ID: 7c35c249-0645-422b-b89f-43d513d5147a

📥 Commits

Reviewing files that changed from the base of the PR and between 980ae21 and ebd5e04.

📒 Files selected for processing (1)
  • docs/core-concepts/issues/issue-types.md
📝 Walkthrough

Walkthrough

The pull request restructures the documentation sidebar navigation for work item types, converting a single link into a collapsed group with "Project-level" and "Workspace-level" sub-items. Documentation is updated to reflect workspace-level work item type management in Enterprise Grid and introduces a new comprehensive guide for workspace-level work item types.

Changes

Cohort / File(s) Summary
Documentation Navigation
docs/.vitepress/config.ts
Reorganized "Work Item Types" sidebar entry from a direct link into a collapsed group with two child items: "Project-level" and "Workspace-level".
Work Item Type Documentation
docs/core-concepts/issues/issue-types.md, docs/core-concepts/workspaces/work-item-types.md
Added Enterprise Grid-specific note linking to workspace-level documentation, new URL property type row in issue-types.md, and new comprehensive workspace work item types guide covering management, creation, properties, project integration, and user workflows.

Estimated code review effort

🎯 2 (Simple) | ⏱️ ~12 minutes

Poem

🐰 A rabbit's ode to organized docs

Work item types now grouped so neat,
With project and workspace in harmony sweet,
New pages guide admins and users alike,
Documentation restructured—a navigational delight! ✨📚

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title 'Workspace Work Item Types' directly matches the main feature added: a new documentation page about workspace-level work item types in Enterprise Grid.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.

✏️ Tip: You can configure your own custom pre-merge checks in the settings.

✨ Finishing Touches
🧪 Generate unit tests (beta)
  • Create PR with unit tests
  • Commit unit tests in branch workspace-work-item-types

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Actionable comments posted: 2

🧹 Nitpick comments (2)
docs/core-concepts/workspaces/work-item-types.md (2)

8-8: Remove duplicate sentence.

The sentence "This ensures consistency — a 'Bug' in one project has the same properties and structure as a 'Bug' in another" appears identically on both line 8 and line 16. Remove it from one location to avoid redundancy.

📝 Proposed fix (remove from line 16)
 ## How work item types work

-Work item types are workspace-level entities. This means they're defined once by Workspace Admins and can be reused across any project in the workspace. This ensures consistency — a "Bug" in one project has the same properties and structure as a "Bug" in another.
+Work item types are workspace-level entities. This means they're defined once by Workspace Admins and can be reused across any project in the workspace.

Also applies to: 16-16

🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed.

In `@docs/core-concepts/workspaces/work-item-types.md` at line 8, Remove the
duplicate sentence "This ensures consistency — a 'Bug' in one project has the
same properties and structure as a 'Bug' in another" so it only appears once in
the document; locate the repeated string in the work item types doc (the
identical sentence present twice) and delete the redundant instance, leaving the
remaining occurrence intact.

148-153: Consider adding reassignment guidance.

The delete section warns that "Existing work items of that type will need to be reassigned to another type" but doesn't explain how to do this. Consider adding a brief note or cross-reference on how users can bulk-update work item types (referencing the "Bulk update types" section above) before deletion.

📝 Suggested addition
 Deleting a type removes it from the workspace library and from every project that imported it. Existing work items of that type will need to be reassigned to another type.
+
+To reassign existing work items before deleting a type, use the [bulk update](`#bulk-update-types`) feature to switch them to a different type.

 Before deleting, consider whether disabling the type would be a better option — it preserves existing work items while preventing new ones from being created.
🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed.

In `@docs/core-concepts/workspaces/work-item-types.md` around lines 148 - 153,
Update the "Delete a work item type" section to include a brief instruction and
cross-reference to the "Bulk update types" section: add a sentence after the
warning "Existing work items of that type will need to be reassigned to another
type" that tells Workspace Admins they can bulk-update work item types using the
"Bulk update types" workflow and link to that section (or include the short
steps) so users know how to reassign items before deletion; ensure the text
mentions the "Delete a work item type" heading and the "Bulk update types"
section to make the cross-reference clear.
🤖 Prompt for all review comments with AI agents
Verify each finding against the current code and only fix it if needed.

Inline comments:
In `@docs/core-concepts/issues/issue-types.md`:
- Line 8: The document inconsistently names the default work item type as `Task`
in the opening and `Issue` elsewhere; decide which is correct and make them
consistent by replacing all occurrences of the incorrect name (e.g., change "The
default type is called `Issue`" and "the work item type `Issue` is selected") to
the chosen canonical name (`Task` or `Issue`) and verify headings, examples, and
captions reference the same term (search for the phrases "default type",
"`Issue`", and "`Task`" and update `Issue`/`Task` instances accordingly).
- Line 108: The table row "| **URL** | A URL field for linking to external
resources. |" is missing the middle "Attributes" column causing markdown table
misalignment; update that row to include a placeholder or appropriate attributes
cell between the pipes (e.g., "| **URL** | [attributes or '—'] | A URL field for
linking to external resources. |") so the row matches the three-column structure
used by other rows and resolves the markdownlint error.

---

Nitpick comments:
In `@docs/core-concepts/workspaces/work-item-types.md`:
- Line 8: Remove the duplicate sentence "This ensures consistency — a 'Bug' in
one project has the same properties and structure as a 'Bug' in another" so it
only appears once in the document; locate the repeated string in the work item
types doc (the identical sentence present twice) and delete the redundant
instance, leaving the remaining occurrence intact.
- Around line 148-153: Update the "Delete a work item type" section to include a
brief instruction and cross-reference to the "Bulk update types" section: add a
sentence after the warning "Existing work items of that type will need to be
reassigned to another type" that tells Workspace Admins they can bulk-update
work item types using the "Bulk update types" workflow and link to that section
(or include the short steps) so users know how to reassign items before
deletion; ensure the text mentions the "Delete a work item type" heading and the
"Bulk update types" section to make the cross-reference clear.

ℹ️ Review info
⚙️ Run configuration

Configuration used: defaults

Review profile: CHILL

Plan: Pro

Run ID: 7c8e86f9-f486-4ba0-bf1d-323c72d0ba22

📥 Commits

Reviewing files that changed from the base of the PR and between d28b835 and efd9c9f.

📒 Files selected for processing (4)
  • docs/.vitepress/config.ts
  • docs/core-concepts/issues/issue-types.md
  • docs/core-concepts/workspaces/work-item-types.md
  • docs/workspaces-and-users/billing-and-plans.md

Comment thread docs/core-concepts/issues/issue-types.md Outdated
Comment thread docs/core-concepts/issues/issue-types.md
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Actionable comments posted: 1

🧹 Nitpick comments (1)
docs/core-concepts/workspaces/work-item-types.md (1)

14-22: Remove duplicate explanation of consistency.

Lines 16 and 8 contain the exact same explanation: "This ensures consistency — a 'Bug' in one project has the same properties and structure as a 'Bug' in another." Since this concept is already introduced at the top of the page, consider removing the duplicate from line 16 or rephrasing it to avoid repetition.

♻️ Proposed revision to reduce redundancy
-Work item types are workspace-level entities. This means they're defined once by Workspace Admins and can be reused across any project in the workspace. This ensures consistency — a "Bug" in one project has the same properties and structure as a "Bug" in another.
+Work item types are workspace-level entities defined once by Workspace Admins and reused across any project in the workspace.
🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed.

In `@docs/core-concepts/workspaces/work-item-types.md` around lines 14 - 22, The
paragraph under "## How work item types work" repeats the sentence "This ensures
consistency — a 'Bug' in one project has the same properties and structure as a
'Bug' in another."; remove the duplicate instance (or rephrase it) so the
concept appears only once—keep the initial occurrence and either delete the
second occurrence in the middle paragraph or replace it with a short
transitional phrase about reuse across projects to avoid redundancy while
preserving meaning.
🤖 Prompt for all review comments with AI agents
Verify each finding against the current code and only fix it if needed.

Inline comments:
In `@docs/core-concepts/workspaces/work-item-types.md`:
- Line 36: Replace every instance of the incorrect label "Work item Types" with
the title-cased "Work Item Types" throughout the document; locate occurrences in
the menu/tab references (the string "Workspace Settings > Work item Types" and
standalone "Work item Types" headings/mentions) and update them to "Workspace
Settings > Work Item Types" and "Work Item Types" respectively so all Settings
references follow consistent title case.

---

Nitpick comments:
In `@docs/core-concepts/workspaces/work-item-types.md`:
- Around line 14-22: The paragraph under "## How work item types work" repeats
the sentence "This ensures consistency — a 'Bug' in one project has the same
properties and structure as a 'Bug' in another."; remove the duplicate instance
(or rephrase it) so the concept appears only once—keep the initial occurrence
and either delete the second occurrence in the middle paragraph or replace it
with a short transitional phrase about reuse across projects to avoid redundancy
while preserving meaning.
🪄 Autofix (Beta)

Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

ℹ️ Review info
⚙️ Run configuration

Configuration used: defaults

Review profile: CHILL

Plan: Pro

Run ID: 00f33b69-d433-4430-b518-ad8df6655fd3

📥 Commits

Reviewing files that changed from the base of the PR and between efd9c9f and 980ae21.

📒 Files selected for processing (3)
  • docs/.vitepress/config.ts
  • docs/core-concepts/issues/issue-types.md
  • docs/core-concepts/workspaces/work-item-types.md
🚧 Files skipped from review as they are similar to previous changes (2)
  • docs/core-concepts/issues/issue-types.md
  • docs/.vitepress/config.ts


> **Role**: Workspace Admin

1. Go to **Workspace Settings > Work item Types**.
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⚠️ Potential issue | 🟡 Minor

🧩 Analysis chain

🏁 Script executed:

#!/bin/bash
# Search for other instances of work item type capitalization patterns to check consistency
rg -n -i "work item type" docs/ -g '*.md' | head -20

Repository: makeplane/docs

Length of output: 2959


🏁 Script executed:

#!/bin/bash
# Read the full file to see all instances and context
cat -n docs/core-concepts/workspaces/work-item-types.md | head -120

Repository: makeplane/docs

Length of output: 8333


🏁 Script executed:

#!/bin/bash
# Check if there are any style guides or documentation conventions
find docs -name "*style*" -o -name "*guide*" -o -name "*convention*" | head -10

Repository: makeplane/docs

Length of output: 89


🏁 Script executed:

#!/bin/bash
# Check how other Settings menu items are capitalized in the docs
rg -n "Settings >" docs/ -g '*.md' | grep -E "(Settings >|> [A-Z])" | head -15

Repository: makeplane/docs

Length of output: 1942


Fix capitalization of "Work Item Types" in Settings references.

The file uses "Work item Types" (mixed case with capital W, lowercase i, capital T) when referencing Settings menu items and tabs. This should be "Work Item Types" (title case) to match:

  • Standard UI element naming conventions
  • Other Settings references in the docs (e.g., "Workspace Settings > Members", "Project Settings > Members & Teamspaces")
  • Capitalization patterns for proper nouns in menu paths

Update lines 36, 39, 47, 77, and 105 from "Work item Types" to "Work Item Types".

🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed.

In `@docs/core-concepts/workspaces/work-item-types.md` at line 36, Replace every
instance of the incorrect label "Work item Types" with the title-cased "Work
Item Types" throughout the document; locate occurrences in the menu/tab
references (the string "Workspace Settings > Work item Types" and standalone
"Work item Types" headings/mentions) and update them to "Workspace Settings >
Work Item Types" and "Work Item Types" respectively so all Settings references
follow consistent title case.

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