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Copy file name to clipboardExpand all lines: docs/boards/work-items/auto-complete-work-items-pull-requests.md
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title: Automate work item completion with pull requests in Azure Boards
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title: Automate Work Item Completion With Pull Requests
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titleSuffix: Azure Boards
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description: Learn how to automate work item creation and state transition of work items.
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description: Learn how to automatically complete work items and transition their workflow states when you merge pull requests in Azure Boards and Azure DevOps.
When you link a work item to a pull request (PR), you can automatically complete those work items when you complete the PR. Or, you can specify the workflow state to transition the work item to upon merging the PR.
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::: moniker-end
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For more information, see [Create, view, and manage pull requests](../../repos/git/pull-requests.md).
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## Autocomplete work items
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As shown in the following image, check the box to **Complete linked work items after merging**. The system defaults to your selection for future PRs.
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As shown in the following image, select the checkbox to **Complete linked work items after merging**. The system uses your selection as the default for future PRs.
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::: moniker range=">= azure-devops-2020"
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:::image type="content" source="media/automate-state-transition/complete-pull-request-dialog.png" alt-text="Complete pull request dialog, Complete linked work items after merging":::
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::: moniker-end
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In the following circumstances, the system doesn't automatically update the work item state to **Done**, **Closed**, or **Completed** categories for the work item type (WIT):
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- The work item, whose WIT is managed with the Inheritance process model, is already in the **Resolved** state. In this instance, the system doesn't update the State. For example, if a bug derived from the Agile process is in a **Resolved** state, the system doesn't transition it to **Closed**.
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- The work item, whose WIT uses the Inheritance process model, is already in the **Resolved** state. In this instance, the system doesn't update the State. For example, if a bug derived from the Agile process is in a **Resolved** state, the system doesn't transition it to **Closed**.
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- The work item is already in the **Completed** state. No further transition is required.
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- The WIT includes workflow field rules that prevent the work item from advancing to the next state. For instance, a rule might require that another field gets defined when closing the work item.
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- For on-premises deployments and Azure Boards Hosted process model, you must modify the workflow to specify actions (**ACTION** element) to take place when transitioning the workflow. For more information, see [Change the workflow for a WIT, Specify Actions](../../reference/xml/change-workflow-wit.md#Actions).
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::: moniker range=">= azure-devops-2020"
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The following example shows user stories that transitioned - one to the **Resolved** state and the other to the **Review** state. Also, two tasks are marked as **Done**.
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The following example shows user stories that transition - one to the **Resolved** state and the other to the **Review** state. Also, the system marks two tasks as **Done**.
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:::image type="content" source="media/automate-state-transition/pull-request-set-workflow-state-to-transition-to.png" alt-text="Screenshot of pull request, set workflow state to transition #ID work items.":::
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1. Go to **Project settings** > **Repositories** > select the repository.
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2. In the **Settings** tab, move the toggle to **Off** for **Commit mention work item resolution**.
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Mentions in commit comments to close work items (for example, "Fixes #123") isn't allowed.
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The system doesn't allow mentions in commit comments to close work items (for example, "Fixes #123").
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## Related content
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-[Create, view, and manage pull requests](../../repos/git/pull-requests.md)
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-[Customize the workflow (Inheritance process)](../../organizations/settings/work/customize-process-workflow.md)
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-[Customize your work tracking experience](../../reference/customize-work.md)
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-[How workflow states and state categories are used in Backlogs and Boards](workflow-and-state-categories.md)
Copy file name to clipboardExpand all lines: docs/boards/work-items/email-work-items.md
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ms.custom: work-items, engagement-fy23
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ms.service: azure-devops-boards
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ms.assetid: B2E9B082-15BE-448C-96D8-3EF048A15560
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ai-usage: ai-assisted
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ms.topic: how-to
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ms.author: chcomley
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author: chcomley
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monikerRange: '<= azure-devops'
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ms.date: 09/19/2023
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ms.date: 10/27/2025
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---
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# Send an email with work items
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## Supported tasks
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Emailing lists of work items is a common way to share work tracking information. The following table indicates which tasks or features are supported from the web portal and Visual Studio.
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Emailing lists of work items is a common way to share work tracking information. The following table indicates which tasks or features have support from the web portal and Visual Studio.
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> [!NOTE]
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> The tasks/features listed in the following table aren't available when you're connected to a GitHub or third-party Git repository. Also, they aren't available from Visual Studio under the following conditions:
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> The tasks/features listed in the following table aren't available when you connect to a GitHub or non-Microsoft Git repository. Also, they aren't available from Visual Studio under the following conditions:
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>
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> * If you're set to use the new Git Tool as described in [Git experience in Visual Studio](/visualstudio/ide/git-with-visual-studio).
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> [!IMPORTANT]
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> We strongly recommend that everyone use the [default view](view-add-work-items.md?view=azure-devops&preserve-view=true&tabs=visual-studio#view-work-items) instead of the legacy view. It is designed for you to quickly access a list of work items based on your assignment, following, mentioned, or recent updates. The legacy view is no longer being enhanced and we expect to remove it in a future release of Visual Studio.
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> We strongly recommend that everyone uses the [default view](view-add-work-items.md?view=azure-devops&preserve-view=true&tabs=visual-studio#view-work-items) instead of the legacy view. This view helps you quickly access a list of work items based on your assignment, following, mentioned, or recent updates. We no longer enhance the legacy view and expect to remove it in a future release of Visual Studio.
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---
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:::row:::
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---
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:::row:::
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:::column span="2":::
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[Email summary list with links to work item(s)](#email-summary-lists)
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[Email summary list with links to work items](#email-summary-lists)
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:::column-end:::
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:::column span="":::
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✔️
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:::row-end:::
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:::row:::
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:::column span="2":::
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[Print work item(s)](#print-items)
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[Print work items](#print-items)
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:::column-end:::
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:::column span="":::
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::: moniker-end
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---
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::: moniker range="< azure-devops"
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> [!NOTE]
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> For the email feature to work, your administrator for Azure DevOps Server must [configure a Simple Mail Transfer Protocol (SMTP) server](/azure/devops/server/admin/setup-customize-alerts).
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You can quickly email a summary of one or more work items. Summaries include the values assigned to these fields: work item ID, title, work item type, assigned to, state, and tags.
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> [!IMPORTANT]
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> If you use the built-in email feature, you can only send the email to individual address for a project member that is recognized by the system. Adding a team group or security group to the to line isn't supported. If you add an email account that the system doesn't recognize, you receive a message that one or more recipients of your email don't have permissions to read the mailed work items.
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> If you use the built-in email feature, you can only send the email to individual addresses for a project member that the system recognizes. Adding a team group or security group to the *to* line isn't supported. If you add an email account that the system doesn't recognize, you receive a message that one or more recipients of your email don't have permissions to read the mailed work items.
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<aid="team-services-email"></a>
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#### [Web portal](#tab/browser/)
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**From the web portal**, open the work item, choose the :::image type="icon" source="../media/icons/actions-icon.png" border="false"::: actions icon, and select the **Email work item** option. The first 200 items in the list appear in a formatted table.
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**From the web portal**, open the work item, select the :::image type="icon" source="../media/icons/actions-icon.png" border="false"::: actions icon, and select the **Email work item** option. The first 200 items in the list appear in a formatted table.
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> [!div class="mx-imgBorder"]
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> 
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<aid="team-explorer-email"></a>
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> [!IMPORTANT]
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> We strongly recommend that everyone use the [default view](view-add-work-items.md?view=azure-devops&preserve-view=true&tabs=visual-studio#view-work-items) instead of this legacy view. It is designed for you to quickly access a list of work items based on your assignment, following, mentioned, or recent updates. The legacy view is no longer being enhanced and we expect to remove it in a future release of Visual Studio.
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> We strongly recommend that everyone uses the [default view](view-add-work-items.md?view=azure-devops&preserve-view=true&tabs=visual-studio#view-work-items) instead of this legacy view. This view helps you quickly access a list of work items based on your assignment, following, mentioned, or recent updates. We no longer enhance the legacy view and expect to remove it in a future release of Visual Studio.
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From Visual Studio or Team Explorer, choose. This option requires that you configure Office Outlook on your client computer.
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From Visual Studio or Team Explorer, select. This option requires that you configure Office Outlook on your client computer.
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> [!div class="mx-imgBorder"]
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> 
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If you want to mail a list of all items in the backlog or query, choose the :::image type="icon" source="../media/icons/actions-icon.png" border="false"::: actions icon, and select the **Email** option.
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If you want to mail a list of all items in the backlog or query, select the :::image type="icon" source="../media/icons/actions-icon.png" border="false"::: actions icon, and select the **Email** option.
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> [!div class="mx-imgBorder"]
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> 
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<aid="team-explorer-email-list"></a>
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> [!IMPORTANT]
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> We strongly recommend that everyone use the [default view](view-add-work-items.md?view=azure-devops&preserve-view=true&tabs=visual-studio#view-work-items) instead of this legacy view. It is designed for you to quickly access a list of work items based on your assignment, following, mentioned, or recent updates. The legacy view is no longer being enhanced and we expect to remove it in a future release of Visual Studio.
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> We strongly recommend that everyone uses the [default view](view-add-work-items.md?view=azure-devops&preserve-view=true&tabs=visual-studio#view-work-items) instead of this legacy view. This view helps you quickly access a list of work items based on your assignment, following, mentioned, or recent updates. We no longer enhance the legacy view and expect to remove it in a future release of Visual Studio.
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**To email items from Visual Studio**: Open a query, highlight the items from the list, choose the context menu, and select **Send selection to Microsoft Outlook** from the menu. This option requires that you configure Office Outlook on your client computer.
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**To email items from Visual Studio**: Open a query, highlight the items from the list, select the context menu, and select **Send selection to Microsoft Outlook** from the menu. This option requires that you configure Office Outlook on your client computer.
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The formatted table contains a link to each work item included in your selected results list.
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3. Paste the contents of the clipboard into your email client or other application. To open a linked work item, requires users to have read access to the project or area node for those work items.
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3. Paste the contents of the clipboard into your email client or other application. To open a linked work item, users need read access to the project or area node for those work items.
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<aid="print-items"></a>
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Open a query in Visual Studio that contains a work item that you want to print, select or highlight those items, and then select the **Print** option from the context menu.
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> [!IMPORTANT]
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> We strongly recommend that everyone use the [default view](view-add-work-items.md?view=azure-devops&preserve-view=true&tabs=visual-studio#view-work-items) instead of this legacy view. It is designed for you to quickly access a list of work items based on your assignment, following, mentioned, or recent updates. The legacy view is no longer being enhanced and we expect to remove it in a future release of Visual Studio.
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> We strongly recommend that everyone uses the [default view](view-add-work-items.md?view=azure-devops&preserve-view=true&tabs=visual-studio#view-work-items) instead of this legacy view. This view helps you quickly access a list of work items based on your assignment, following, mentioned, or recent updates. We no longer enhance the legacy view and expect to remove it in a future release of Visual Studio.
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## Copy the URL to a single work item
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> [!NOTE]
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> All URLs you copy, regardless of the client you use to copy them, opens the work item in the web portal.
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> All URLs you copy, regardless of the client you use to copy them, open the work item in the web portal.
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#### [Web portal](#tab/browser/)
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#### [Visual Studio](#tab/visual-studio/)
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> [!IMPORTANT]
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> We strongly recommend that everyone use the [default view](view-add-work-items.md?view=azure-devops&preserve-view=true&tabs=visual-studio#view-work-items) instead of this legacy view. It is designed for you to quickly access a list of work items based on your assignment, following, mentioned, or recent updates. The legacy view is no longer being enhanced and we expect to remove it in a future release of Visual Studio.
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> We strongly recommend that everyone uses the [default view](view-add-work-items.md?view=azure-devops&preserve-view=true&tabs=visual-studio#view-work-items) instead of this legacy view. This view helps you quickly access a list of work items based on your assignment, following, mentioned, or recent updates. We no longer enhance the legacy view and expect to remove it in a future release of Visual Studio.
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**From Visual Studio**, right-click the work item tab to copy the URL. The URL opens the work item in the web portal.
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## Export list as CSV
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From any query, you can export a list of work items as a comma-delimited list. Open the query, choose the :::image type="icon" source="../../media/icons/actions-icon.png" border="false"::: actions icon, and choose <strong>Export to CSV</strong>. For more information, see [Bulk import or update work items using CSV files](../queries/import-work-items-from-csv.md).
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From any query, you can export a list of work items as a comma-delimited list. Open the query, select the :::image type="icon" source="../../media/icons/actions-icon.png" border="false"::: actions icon, and select <strong>Export to CSV</strong>. For more information, see [Bulk import or update work items using CSV files](../queries/import-work-items-from-csv.md).
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