Manage items on the board view
Use the board view to review workspace items, see their status and priority, and move them through lifecycle stages.
This guide is designed for project manager.
Steps
Step 1: Open the board view
Navigate to the workspace board view to see items grouped into columns based on their lifecycle stages or statuses.
Step 2: Review item details at a glance
Scan each card to see key information such as status badges, due dates, assignees, priority, and lifecycle indicators.
Step 3: Select an item to focus on it
Click an item card to highlight it and open its detailed view or inspector, where you can review full information about the item.
Step 4: Open the stage transition dialog
Use the stage chip or actions menu on an item card to start moving the item to a different lifecycle stage.
Step 5: Provide transition comments and metadata
In the transition dialog, fill in any required comments and lifecycle-specific metadata fields, such as the response text when moving an RFI to Responded.
Step 6: Confirm the stage transition
Confirm the change to move the item to the selected stage; the card will move to the corresponding column and update its status indicators.
Step 7: Adjust item status if available
Where supported, update an item's status directly from the card using the available status controls to reflect its latest progress.
Step 8: Close the transition dialog if you change your mind
If you do not want to proceed, close the dialog or click outside it to cancel without changing the item's stage.
Last updated: 2026-09-03