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Generate a workspace register

Use the Generate register button to build a scoped register from your current workspace view and preview the resulting document.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the workspace view you want to report on​

Navigate to the relevant workspace section (for example Packages, Tasks or Risks) and apply any filters such as type, stage, assignee or dates so the list matches what you want in the register.

Open the workspace view you want to report on

Step 2: Click the Generate register button​

In the workspace toolbar, select the Generate register button with the table icon to open the register builder pre-scoped to your current item type and filters.

Click the Generate register button

Step 3: Review the pre-populated register scope​

In the Register builder dialog, check the pre-populated filter chips and item type derived from your current workspace view, adjusting the scope if needed before generating.

Review the pre-populated register scope

Step 4: Generate the register document​

Confirm your settings in the builder and click the option to generate the register so the system creates a new versioned register document in the background.

Generate the register document

Step 5: Preview the generated register​

When generation completes, the Register preview dialog opens automatically, and a success toast confirms the version number so you can review the contents of the new register.

Preview the generated register

Last updated: 2026-07-23