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Create a new workspace item

Use the New Item menu to create standard items or start guided lifecycle wizards for events, temporary works, handovers and more.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the New Item menu​

Select the New Item button (with the plus icon) in your workspace header to open the dropdown menu of available item types.

Open the New Item menu

Step 2: Choose the type of item to create​

In the dropdown, review the categories such as events, temporary works, tasks, risks or handovers and click the item type that best matches what you want to create.

Choose the type of item to create

Step 3: Decide between a template or a blank item​

If templates are available for the chosen type, pick a system template card to pre-populate details or choose the option to start from a blank standard form.

Decide between a template or a blank item

Step 4: Complete the standard form or wizard​

Fill in the required fields in the standard item form or follow the lifecycle wizard steps, including any specialist sections such as risk capture or temporary works review and sign-off.

Complete the standard form or wizard

Step 5: Review and create the item​

Check the summary of your inputs, confirm any sign-offs, then submit the form or finish the wizard to create the new workspace item and open its detail page.

Review and create the item

Last updated: 2026-09-01