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Add a workspace item to a project

Create a new task, deadline, milestone or meeting in a project, set its details, assign it to team members and organise it with tags.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Add item dialog​

From your project workspace, select the option to add a new item (for example “Add item” or a + button) to open the Add item dialog.

Step 2: Enter basic details​

In the dialog, type a clear title and a short description so your team understands what the item is about.

Step 3: Choose item type and priority​

Select whether this is a task, deadline, milestone or meeting, then choose its priority (high, medium or low) so it appears with the right importance.

Step 4: Assign team members​

Open the assignee search, browse or search the list of project members, and select one or more people to assign responsibility for the item.

Step 5: Set timing and location​

Add a due date, and if relevant enter a location and duration so everyone knows when and where the work or meeting will take place and how long it should last.

Step 6: Add tags for organisation​

In the tags field, type keywords to categorise the item (for example “design”, “client”, “urgent”); press Enter or use the tags controls to add each tag, and remove any tags you no longer need.

Step 7: Save the new item​

Review the information you have entered and select the option to add or save the item; the new workspace item will be created in the project and visible to your team.

Last updated: 2025-12-08