Manage workspace items in your project
Use the workspace to view, filter, sort and manage project items in board or timeline views.
This guide is designed for project manager.
Steps
Step 1: Open the workspace for your project
From your project, open the Workspace section to see all workspace items for that project in a central view.
Step 2: Switch between board, list and timeline views
Use the view toggle buttons (board, list and timeline icons) to choose how items are displayed so you can focus on visual flow or schedules.
Step 3: Filter items by type, stage and other criteria
Use the filter bar to narrow items by type, lifecycle stage, assignee, status or other filters so only relevant work is shown.
Step 4: Search items by keyword
Enter text into the search box to quickly find workspace items by title or other matching fields.
Step 5: Sort items by priority, status or other fields
Click a column header (such as Item, Type, Assignee, Due Date, Priority or Status) to sort items ascending or descending for easier review.
Step 6: Add new workspace items
Use the Add button to open the item dialog and create new tasks, meetings or milestones that automatically appear in your workspace.
Step 7: Open and review item details
Click any workspace item to open the detail panel, review its information, and see metadata such as assignee, due date, tags and status.
Step 8: Update item status and lifecycle stage
From the detail panel or board view, change an item's status or move it between lifecycle stages to reflect current progress.
Step 9: Refresh workspace data
Use the refresh button to reload workspace items from the server and ensure you are viewing the most up-to-date information.
Step 10: Export workspace items
Open the export dialog to download workspace data, allowing you to share status or analyse items outside the application.
Last updated: 2026-08-23