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Create a new workspace item from the New item menu

Use the New item dropdown to create standard items, lifecycle-based records, handovers and items from templates in your workspace.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the New item menu​

Select the New item button in the workspace header to open the dropdown menu of item types you can create.

Open the New item menu

Step 2: Choose how you want to create the item​

In the dropdown, pick whether you want a standard item, a lifecycle-based item (such as an RFI or issue), a handover item, or a template-based workspace item.

Choose how you want to create the item

Step 3: Start a standard item form​

If you select a standard item option, the Standard item form dialog opens so you can enter the item name, details, and any required fields.

Start a standard item form

Step 4: Use a lifecycle wizard for structured items​

If you select a lifecycle-based option, the lifecycle wizard opens and guides you through the configured fields and stages for that item type.

Use a lifecycle wizard for structured items

Step 5: Create a handover item with the handover wizard​

If you choose a handover-related option, the handover wizard launches so you can capture handover details and create the item in one flow.

Create a handover item with the handover wizard

Step 6: Create a temporary works item with review and sign-off​

For temporary works categories, complete the lifecycle wizard fields and review the RAMS risk capture; when you submit, the system creates the item and triggers the minor temporary works review and sign-off flow.

Create a temporary works item with review and sign-off

Step 7: Create an item from a workspace template​

If you pick a template-based option, browse the available system templates, review the template card, and confirm to create a new item pre-populated with the chosen template configuration.

Create an item from a workspace template

Step 8: Submit the form or wizard to create the item​

When you finish entering details, submit the form or wizard; the item is created, any linked tasks or milestones are set up, and you are returned to the workspace with the new item visible.

Submit the form or wizard to create the item

Last updated: 2026-07-21