Manage workspace items in a project
Use the workspace to review, filter and organise project items such as tasks, meetings and milestones in list, board or timeline views.
This guide is designed for project manager.
Steps
Step 1: Open the workspace section for your project
Navigate to your project and open the Workspace section to see all existing workspace items loaded for that project.
Step 2: Switch between list, board and timeline views
Use the view toggle controls (list, board and timeline icons) at the top of the workspace to change how items are displayed so you can review them in the format that best suits your planning.
Step 3: Search workspace items
Enter a keyword into the search box to quickly narrow down the list of items; the workspace updates automatically to show only items whose titles or details match your search.
Step 4: Filter items by category, assignee, status or priority
Select the filter button to open the filter panel, choose one or more values for category, assignee, status and priority, and apply the filters to focus on the most relevant items.
Step 5: Add a new task, meeting or milestone
Click the add item button (plus icon) to open the add item dialog, choose whether to create a task, meeting or milestone, fill in the required details, and confirm to add the new item to the workspace.
Step 6: View item details and status
Select any item in the list, board or timeline view to open its detail panel, where you can review its full information, including description, tags, status badge and other key metadata.
Step 7: Navigate between items and close details
Click different items to switch the detail view, or press Escape or use the close control in the detail panel to return to the main workspace view.
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Last updated: 2025-12-29