Edit a workspace item
Use the workspace item editor to update item details in a guided wizard instead of a generic form.
This guide is designed for project manager.
Steps
Step 1: Open the workspace item editor
Navigate to the workspace area and select the item you want to edit, then choose the edit option to open the workspace item editor.
Step 2: Review the item edit wizard
The item opens in a guided edit wizard, showing structured steps instead of a single generic form so you can work through changes in an organised way.
Step 3: Update item details
Work through the wizard steps, updating the relevant fields for each section of the item and moving to the next step when you are ready.
Step 4: Address any configuration warnings
If the system cannot load the dedicated wizard configuration, you will see a clear warning banner and logging so you understand that a fallback edit form is being used.
Step 5: Save your changes
After completing the wizard steps, review your updates and confirm to save the edited workspace item back to the project workspace.
Last updated: 2026-07-21