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Edit a lifecycle item using the wizard

Use the lifecycle item edit wizard to update an existing workspace item with guided, pre-populated fields.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the lifecycle item for editing​

Navigate to the relevant project workspace and select the lifecycle item you want to update to open it in edit mode.

Open the lifecycle item for editing

Step 2: Review pre-populated details​

Check the wizard fields that are automatically pre-filled from the existing item to ensure the current information is correct before making changes.

Review pre-populated details

Step 3: Update lifecycle fields​

Adjust any lifecycle-specific fields shown in the wizard, such as pickers, text fields, or other attributes defined for this lifecycle.

Update lifecycle fields

Step 4: Use the legacy edit form if shown​

If the guided wizard is unavailable, use the displayed legacy edit form to update the item while noting any banner that explains why the wizard is not in use.

Use the legacy edit form if shown

Step 5: Save your changes​

Confirm your edits and submit the wizard to save the updated item so the changes are applied to the workspace.

Save your changes

Step 6: Cancel without saving (optional)​

If you no longer wish to make changes, use the cancel option to close the wizard and return to the previous screen without updating the item.

Cancel without saving (optional)

Last updated: 2026-07-21