Create a Workspace Item

Create new workspace items (tasks, meetings, or milestones) to organize and track your project work. Workspace items can be assigned, prioritized, and tracked through completion.

Audience

This guide is designed for general-user.

Steps

Step 1: Navigate to Workspace

From the sidebar, click Workspace to access the workspace management area. This is where you manage all workspace items across different views.

Step 2: Click Add Item button

Click the Add Item button in the top toolbar. A dialog will appear asking you to select the type of item to create: Task, Meeting, or Milestone.

Step 3: Select item type

Choose the appropriate item type for your work. Tasks are work items with due dates, Meetings are scheduled events, and Milestones mark important project gates. Select the one that matches your needs.

tip

You can change the item type later if needed.

Step 4: Fill in item details

In the creation form, enter the item title, description, due date, and assign it to team members. You can also set priority and add tags for better organization.

tip

Only the title and due date are required; other fields can be added later.

Step 5: Save the item

Click Create Item to save. The item now appears in your workspace and is visible to all team members with project access. You can view, edit, or delete it anytime.

Video Tutorial

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Last updated: 2025-12-08