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Manage items on the workspace board

Use workspace board cards to review item details at a glance, check priorities and due dates, and open items for more information.

Audience

This guide is designed for project manager.

Steps​

Step 1: Locate the workspace board card​

Navigate to your workspace board and find the card representing the item you want to review, using the category icon and title to identify it.

Locate the workspace board card

Step 2: Review priority and status details​

Look at the coloured priority indicator, category badge, and any status cues on the card to understand how urgent the item is and what type of work it relates to.

Review priority and status details

Step 3: Check linked documents, tasks, and forms​

Refer to the small icons on the card (document, task, or alert icons) and their counts to see how many linked documents, tasks, or forms are associated with the item.

Check linked documents, tasks, and forms

Step 4: Confirm key dates and overdue items​

View the displayed date on the card to see when the item is due, and note any visual indication that the due date has passed so you can prioritise overdue work.

Confirm key dates and overdue items

Step 5: Open the item for full details​

Select the card to open the underlying workspace item, allowing you to see complete information and take further action as needed.

Open the item for full details

Step 6: Reorder items by dragging cards​

Click and hold a card, then drag and drop it to a new position on the board to reorder items or move them between columns according to your workflow.

Reorder items by dragging cards

Last updated: 2026-08-12