[UX] Allow users to create any type of work item from Boards

Problem to solve

As we move to add tasks to boards, and eventually toward consolidated boards and additional object types, users need to be able to create any item relevant to that board. This is especially necessary once users can scope a board by type, since without defaulting items by type a new item won't appear in the board.

Additionally, this will solve long-standing issues related to only being able to input a title, requiring a second step to fully complete the details and in some cases triggering noisy notifications/webhook events.

Proposal

Caution

This is only to be addressed for the new boards experience (using work items API) and not the legacy version.

UX

  1. When a user clicks the "+" button, the new create flow is shown in place of the inline card.
    1. See designs & resources below
  2. Any filters applied, plus list scope, are attempted to be added as default values
    1. List scope takes first priority, followed by filters
    2. Attempt to apply filters in the order they're applied in (this is somewhat arbitrary, we just need some order to use and can change)
    3. Any "not" or "is one of" filters are ignored, any filters incompatible with default type are ignored
  3. Type is defaulted based on list scope > last used > other filters > first type option
    1. For first iteration, since tasks and issues have the same scope fields, this can just be last used > first type option
    2. Later we will need to determine applicable types based on the scope, e.g. if scope is "fieldA" and only tasks use "fieldA", default to task
    3. "Last used" is a board specific locally stored value, i.e. on this board you last created a task.
  4. Options in the create flow are never restricted, only defaulted. Users can change these and create an item that will not appear in the list/board, but if they don't change defaults, the item should always appear in the list it was created from.
  5. On save, card appears in applicable list(s), and toast is shown.

Resources

Edited by Nick Leonard