Skip to main content

Configure a lifecycle item using the wizard

Use the lifecycle item wizard to enter details, review your choices, and create or update a workspace item.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the lifecycle item wizard​

From your workspace, start creating or editing a lifecycle item to open the wizard, which displays the first step of the guided form.

Open the lifecycle item wizard

Step 2: Complete the fields on the current step​

Fill in all required fields on the step, such as type, category, or other lifecycle-specific details, following any on-screen guidance.

Complete the fields on the current step

Step 3: Move to the next step or skip optional steps​

Select Continue to proceed to the next step, or use the Skip option where available to bypass optional sections while the wizard tracks your progress.

Move to the next step or skip optional steps

Step 4: Review and adjust your previous answers​

Use the Review step to see a summary of all your entries, and select any inline edit icons to jump back and update specific answers directly.

Review and adjust your previous answers

Step 5: Create or save changes to the lifecycle item​

When you are satisfied with the summary, choose the create or save changes action to submit your lifecycle item and clear the temporary wizard data.

Create or save changes to the lifecycle item

Step 6: Start over or cancel if needed​

If the information is no longer relevant, use the start over or cancel options to discard the current wizard progress and return to your workspace.

Start over or cancel if needed

Last updated: 2026-07-13