Inserting a module or report

You can insert any module (system or custom) into the editor text to show data on the page as a table. This table is updated dynamically and can be exported to an external format. Examples of an embedded table:

  • Release notes
  • A list of work items or tasks marked with a tag
  • Risk mitigation plan
  • List of related requirements
  • Requirements traceability, and so on

To insert a module, click the corresponding button on the toolbar and choose the module from the drop-down list.

To configure the table view (remove extra columns or add missing ones), open the module, make the settings, and save the changes. It is better to create your own module from it for use on the page. Its settings then will not be changed accidentally when it is used for other tasks.

Terms and abbreviations

To control how an inserted module's data is displayed, that is, to use special table formatting or render the output as a list, use the "Formatting template" parameter. In the project settings you can prepare the export template variants you need and apply them to the corresponding modules.

Below is the "Terms line by line" export template:

When the "Terms" module is inserted with this template, the terms are formatted as follows:

Table of contents

The special "Requirements document contents" module inserts the document contents (or table of contents) into the page: