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Manage the next lifecycle step for a workspace item

Use the lifecycle action area to review and trigger the next stage in a workspace item's lifecycle, or see why a move is not available.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the workspace item details

Navigate to the relevant workspace item and open its detail view to see its current stage and available actions.

Open the workspace item details

Step 2: Review the current lifecycle stage and next step

In the lifecycle action area, review the current stage, the suggested next step (for example "Start review"), and any contextual information about what will happen next.

Review the current lifecycle stage and next step

Step 3: Trigger the primary lifecycle action

Select the primary action button (such as "Start review") to move the item forward; the action is handed to the stage action bar to process the transition.

Trigger the primary lifecycle action

Step 4: Respond to blockers or unavailable moves

If the next step is blocked or not available, review the message shown in the lifecycle action area so you understand what is preventing the move and where to resolve it.

Respond to blockers or unavailable moves


Last updated: 2026-09-01