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Add a new workspace item

Create a new workspace item, set its lifecycle type, add metadata, tags, assignees and links to related items.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the add item dialog​

From your workspace, select the option to add a new item to open the Add item dialog as a pop-up over the current page.

Open the add item dialog

Step 2: Choose the lifecycle type​

At the top of the dialog, pick the appropriate lifecycle type (such as RFI, Handover, Procurement or Package) so the correct fields and options are shown for this item.

Choose the lifecycle type

Step 3: Enter core item details​

Fill in the main fields such as title, description, location and duration, completing any required fields highlighted by the form.

Enter core item details

Step 4: Set lifecycle-specific options​

For handover, procurement or package items, pick the relevant type from the dropdowns (for example procurement type, handover type or package type) so the item is categorised correctly.

Set lifecycle-specific options

Step 5: Complete metadata fields​

Use the metadata section to add structured information defined by your lifecycle configuration, such as dates, disciplines or impacts, using the provided field controls.

Complete metadata fields

Step 6: Assign users and teams​

Use the assignee controls to search for and select individual users or teams who will be responsible for the item.

Assign users and teams

Step 7: Add organisations​

Use the organisation picker to link relevant companies or stakeholders to the item so responsibilities and relationships are clear.

Add organisations

Step 8: Add and manage tags​

Type tags into the tags field, pressing Enter to add each one, and remove any tag badges you no longer need to keep your workspace item easy to filter.

Add and manage tags

Open the item link selector, search for existing workspace items and choose ones to link so related RFIs, handovers, packages or tasks are connected.

Link related items

Step 10: Apply a handover template​

For handover items, open the template modal, choose a template and apply it to pre-fill recommended fields and structure.

Apply a handover template

Step 11: Review and submit the item​

Check all details, then select the submit button to create the workspace item, or close the dialog if you do not want to save your changes.

Review and submit the item

Last updated: 2026-08-11