Manage items on the board view
Use the board view to review workspace items by stage, inspect key details, and move items through lifecycle stages with any required metadata.
This guide is designed for project manager.
Steps
Step 1: Open the board view
Navigate to the board view to see your workspace items organised into columns by lifecycle stage, ready for review and updates.
Step 2: Review item details and status indicators
In each stage column, scan item cards to see titles, priority badges, type icons and status chips so you can quickly assess what needs attention.
Step 3: Open an item for more information
Select an item card to open its detailed view, where you can inspect all associated information before deciding on next actions.
Step 4: Move an item to a new stage
Use the move or stage control on an item card to choose a new lifecycle stage, initiating the stage transition process.
Step 5: Confirm the stage transition
In the stage transition dialog, review the current and target stages and confirm the move to update the item's position on the board.
Step 6: Provide required response for RFI items
When moving an RFI item into the Responded stage, enter the required response text in the dialog so the item can complete its transition.
Step 7: Update item status if available
Where status controls are shown, adjust an item's status to reflect its current progress or risk, ensuring the board stays up to date.
Step 8: Close the transition dialog
After confirming or cancelling a change, close the transition dialog to return to the main board and continue managing other items.
Last updated: 2026-07-16