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Add a workspace item

Create a new temporary works or RFI item in the project workspace, including metadata, risk information and linked 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. The Add Item dialog opens as a pop-up over your current view.

Open the Add Item dialog

Step 2: Enter basic item details​

Type a clear title and short description for the item so your team can quickly understand what it covers.

Enter basic item details

Step 3: Select temporary works type and risk details​

Use the dropdowns to choose the temporary works type, risk level and design check category that best describe the item.

Select temporary works type and risk details

Step 4: Set RFI discipline and impact (if applicable)​

For RFI-type items, choose the relevant discipline and the impact area so the issue can be routed and prioritised correctly.

Set RFI discipline and impact (if applicable)

Step 5: Assign team members​

Use the assignee controls to select the responsible person or team so ownership of the item is clearly defined.

Assign team members

Enter keywords as tags, pressing Enter after each one. These tags will help you filter and find the item later.

Add tags for filtering and search

Use the link selector to search for and attach related items, such as dependencies, RFIs or associated designs.

Link related workspace items

Step 8: Complete lifecycle and metadata fields​

Fill in any required lifecycle fields and project-specific metadata so reporting and workflows remain accurate.

Complete lifecycle and metadata fields

Step 9: Save the new workspace item​

Review the details, then select the option to create or save. The dialog closes and the new item appears in your workspace list.

Save the new workspace item

Last updated: 2026-03-08