Generate a workspace register from your current view
Use the Generate register button in the workspace to build a filtered register and preview the output.
This guide is designed for project manager.
Steps
Step 1: Open the workspace list
Navigate to the relevant project workspace and open the list view for the item type you want a register for, using filters such as type, stage, assignee, or dates as needed.
Step 2: Click "Generate register"
In the workspace toolbar or type-scoped section header, select the Generate register button to open the register builder with your current item type and filters pre-populated.
Step 3: Review the pre-scoped register settings
In the Register builder dialog, confirm that the item type and filter chips match what you are currently viewing in the workspace, adjusting any filters if necessary.
Step 4: Generate the register document
From the Register builder dialog, start the generation process; the system will create a register document based on the selected scope.
Step 5: Preview the generated register
Once generation completes, review the output in the Register preview dialog, checking that the content, filters, and formatting meet your reporting needs.
Step 6: Close or share the register
After reviewing, close the preview or use your browser or application options to export, print, or share the generated register as required.
Last updated: 2026-08-31