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Manage items on the workspace board

Use board cards to review key details about workspace items, including category, priority, and due dates, and open them for further action.

Audience

This guide is designed for project manager.

Steps​

Step 1: Identify key information on a board card​

Hover over or look at a card on the workspace board to see its title, category icon, priority colour, and any linked documents, tasks or forms indicated by small icons.

Identify key information on a board card

Step 2: Check item priority and status at a glance​

Use the coloured priority indicator on each card to quickly understand which items are low, medium, high or urgent, and pay special attention to cards with overdue due dates.

Check item priority and status at a glance

Step 3: Review linked documents, tasks and forms​

Look for the document, task and form icons on the card to understand how many related items are attached, helping you gauge the scope of work before opening the item.

Review linked documents, tasks and forms

Step 4: Open a workspace item from the board​

Click a card once to open the full workspace item and view or update its details, such as documents, tasks, forms and scheduling information.

Open a workspace item from the board

Step 5: Rearrange items on the board​

Click and hold a card to start dragging, then drop it in a new position or column on the board to reflect changes in status or priority.

Rearrange items on the board

Last updated: 2026-08-08