Manage items on the board view
Use the board view to review workspace items by stage, inspect their details, and move them through lifecycle stages with required notes or responses.
This guide is designed for project manager.
Steps
Step 1: Open the board view
Navigate to the workspace board view to see all items grouped into columns by their current lifecycle stage or status.
Step 2: Review items and key indicators
Scan each column to review items, checking badges, priority indicators, icons, and dates to understand status, ownership, and urgency at a glance.
Step 3: Select an item to see more detail
Click an item card on the board to focus it, highlight it as selected, and prepare it for actions such as viewing full details in another panel.
Step 4: Open stage transition options
Use the stage chip or action controls on the item card to open the transition options and choose the next lifecycle stage for that item.
Step 5: Confirm move to a new stage
In the stage transition dialog, confirm the target stage and review any warnings or notes about the change before proceeding.
Step 6: Provide required metadata for the transition
When moving certain items, such as RFIs into Responded, complete any required fields (for example a response text) so the transition can be saved.
Step 7: Finalise the transition
Confirm the transition to apply your changes; the item is moved to the new column and its status, dates, and other indicators update accordingly.
Step 8: Cancel or close the transition dialog
If you change your mind, close the dialog or click outside it to cancel; the item remains in its current stage without any updates.
Last updated: 2026-08-31