Configure a lifecycle item in the workspace
Use the lifecycle item wizard to enter details step by step and create a new structured item for your project.
This guide is designed for project manager.
Steps
Step 1: Open the lifecycle item wizard
Navigate to the relevant workspace and open the lifecycle item wizard to start creating a new lifecycle item, choosing the appropriate item type if prompted.
Step 2: Complete the core item details
Fill in the core fields such as title, description and any mandatory project-specific information shown on the first screen of the wizard, then continue to the next step.
Step 3: Provide additional lifecycle information
Work through each subsequent step of the wizard, completing any conditional or picker fields that appear based on your earlier choices, and use Back if you need to revise previous answers.
Step 4: Review and edit your responses
On the final Review step, check the summary of all your entries and use the inline edit controls to jump back and correct any field directly from the review screen.
Step 5: Create the lifecycle item
When you are satisfied with the review, confirm the creation to submit the item, allowing the system to save your responses and clear any stored draft from the current session.
Step 6: Start over if needed
If you want to discard your current progress, use the Start over option to reset the wizard and remove the saved draft values from this session.
Step 7: Create or save changes
When you are satisfied with the review, submit the wizard to create a new lifecycle item or save changes to an existing one, depending on whether you are in edit mode.
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Last updated: 2026-08-18