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Create a standard item in your workspace

Use the standard item form to create tasks, meetings, milestones or deadlines within a project, set key details, and assign ownership.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the standard item form​

From your project workspace, select the option to add a new item; the standard item form opens with a default type and any pre-filled details if provided.

Open the standard item form

Step 2: Choose the item type​

Use the item type selector to choose whether you are creating a task, meeting, milestone, or deadline; the form updates to reflect your choice.

Choose the item type

Step 3: Enter the item title and description​

Type a clear title and an optional description to explain what needs to be done or discussed so team members understand the purpose of the item.

Enter the item title and description

Step 4: Set priority and due date​

Choose a priority level and, if relevant, add a due date so the item appears with the correct urgency and schedule in your workspace views.

Set priority and due date

Step 5: Assign the item to a team member​

Select an assignee so responsibility is clearly owned; the chosen user will be associated with the item for tracking and follow-up.

Assign the item to a team member

Step 6: Save or cancel the new item​

Select the option to create or save the item; if you change your mind, use cancel to close the form without saving and return to the project.

Save or cancel the new item

Last updated: 2026-08-18