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Manage items on the workspace board

Use the workspace board to review items by status or lifecycle stage, collapse columns, and drag items to update their status.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the workspace board​

Navigate to the workspace board view for your chosen project to see all items arranged in columns by their current status or lifecycle configuration.

Open the workspace board

Step 2: Review items by category and priority​

Scan each column to see items grouped with clear labels for their category (such as Task or Meeting) and priority (such as Urgent or Low), helping you understand what needs attention first.

Review items by category and priority

Step 3: Collapse or expand board columns​

Use the collapse control in a column header to hide or show that column, so you can focus on only the most relevant stages or statuses.

Collapse or expand board columns

Step 4: Configure column settings​

Open the column configuration options to adjust how each column behaves or appears and save your preferences so the board layout matches your way of working.

Configure column settings

Step 5: Drag items to update status or stage​

Drag and drop items between columns to update their status or lifecycle stage, automatically reflecting progress and keeping the project board up to date.

Drag items to update status or stage

Step 6: Open an item for more detail​

Select an item on the board to open its detailed view, where you can review or update its information as needed.

Open an item for more detail

Step 7: Quickly add new items to a column​

Use the quick-add option within a column to create a new item directly in that status, speeding up capture of new tasks, meetings, or milestones.

Quickly add new items to a column

Last updated: 2026-07-16