Manage items on the workspace board
Use the workspace board to review, group and update items by status, lifecycle stage, category or priority.
This guide is designed for project manager.
Steps
Step 1: Open the workspace board view
Navigate to the workspace board to see all items for your selected project displayed in columns by their current status or grouping.
Step 2: Review items by status and grouping
Use the column headers, status labels and colour-coded lifecycle stages to quickly understand the progress and context of each item on the board.
Step 3: Group items to change how the board is organised
Select a grouping option, such as none, lifecycle stage, category or priority, to reorganise the board and focus on the most relevant view for your work.
Step 4: Drag items to update their status or stage
Drag and drop items between columns to change their status or lifecycle stage, and allow the system to automatically save these updates to the workspace.
Step 5: Expand or collapse board columns
Collapse less important columns and expand key ones to simplify your view while the system remembers your preferences for future visits.
Step 6: Configure and save column preferences
Adjust column settings such as visibility and ordering, then save your column configuration so that your preferred board layout is used every time.
Step 7: Open an item to see more detail
Click an item on the board to open its detailed view in the workspace, where you can review full information and make further changes if needed.
Step 8: Quickly add new items to a status
Use the quick-add option on a column to create a new item directly in that status, so it appears immediately in the correct place on the board.
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Last updated: 2026-08-12