Create a lifecycle item using the wizard
Use the lifecycle item wizard to capture key details and create a new workspace item in a guided, multi-step flow.
This guide is designed for project manager.
Steps
Step 1: Open the lifecycle item wizard
From your workspace, select the option to add a new lifecycle item; the wizard opens and displays the first step based on your project’s configuration.
Step 2: Choose the lifecycle item type
If prompted, pick the appropriate lifecycle category or type for your new item so that the wizard can tailor the remaining steps and fields.
Step 3: Enter core item details
Complete the required core fields, such as the title, priority and description, ensuring they accurately describe the work or asset you are creating.
Step 4: Provide additional metadata
Fill in any extra fields shown for this item type, including pickers and linked items; fields may appear or hide automatically based on your previous choices.
Step 5: Move between steps of the wizard
Use the Continue and Back buttons to move through the wizard, reviewing and updating your entries as needed before reaching the review step.
Step 6: Review your answers before creating
On the final review step, check the summary of all your choices; click any inline edit icon to jump back and adjust specific fields directly.
Step 7: Submit the lifecycle item
When you are satisfied with the review, select the option to create the item; the system saves your inputs and confirms that the new lifecycle item has been created.
Step 8: Start over if you need to reset
If you want to discard your current inputs and begin again, use the Start over option to clear the wizard and re-enter the lifecycle item details from scratch.
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Last updated: 2026-08-31