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Add a new item to your workspace

Log a new temporary works item or RFI (request for information) in your project workspace, with all the details, risk information and links your team needs to act on it.

Audience

This guide is designed for project manager.

Steps​

Step 1: Start adding a new item​

From your workspace, choose to add a new item. A window opens over your current view where you'll fill in the details.

Start adding a new item

Step 2: Give it a title and description​

Write a clear title and a short description, so your team can tell straight away what the item's about.

Give it a title and description

Step 3: Set the type and risk level​

If it's a temporary works item, choose the type, the risk level, and the design check category that best fits.

Set the type and risk level

Step 4: Set discipline and impact for RFIs​

If it's an RFI, choose which discipline it affects and how big the impact is, so it gets to the right person and is prioritised properly.

Set discipline and impact for RFIs

Step 5: Assign it to someone​

Choose the person or team responsible for the item, so it's clear who owns it.

Assign it to someone

Step 6: Add tags to make it easy to find​

Type in a keyword and press Enter to add it as a tag. Tags make the item easier to filter and search for later.

Add tags to make it easy to find

Search for and attach anything connected to this item, such as dependencies, other RFIs, or related designs.

Link it to related items

Step 8: Fill in the remaining project details​

Complete any other required fields for your project, so reporting and workflows stay accurate.

Fill in the remaining project details

Step 9: Save the new item​

Check everything's correct, then save. The window closes and your new item appears in the workspace list straight away.

Save the new item

Last updated: 2026-07-04