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Edit a workspace item

Update the details of an existing workspace item (task, milestone, or query) including status, assignee, dates and effort.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the workspace item editor​

From your project workspace, select the item you want to edit; the Workspace Item Edit view opens and loads the current details of the selected task, milestone, or query.

Open the workspace item editor

Step 2: Review current item details​

Check the existing name, description, status, priority, assignee, due date, completion percentage, and hours to understand what needs updating.

Review current item details

Step 3: Update basic information​

Edit the item name and description fields to reflect the latest requirements or scope for the work.

Update basic information

Step 4: Adjust status and priority​

Use the status options and priority selector (high, medium, or low) to show the current progress and urgency of the item.

Adjust status and priority

Step 5: Change assignee and due date​

Select a project member to assign the item to and update the due date so the responsible person and schedule are clear.

Change assignee and due date

Step 6: Update progress and effort​

Enter or adjust the completion percentage, estimated hours, and actual hours to keep tracking accurate.

Update progress and effort

Step 7: Save your changes​

Select the Save button to submit the form; the system validates and updates the workspace item, then returns you to the workspace or previous view.

Save your changes

Step 8: Cancel without saving​

If you do not want to keep your changes, select the Back or Cancel action to leave the editor and return to the previous screen without updating the item.

Cancel without saving

Last updated: 2025-12-29