Manage workspace items in different views
View, filter and organise workspace items in list, board and timeline layouts for a single project.
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 related tasks, meetings and milestones in one place.
Step 2: Switch between list, board and timeline views
Use the view toggle buttons to switch between the list view, Kanban-style board view and Gantt-style timeline view depending on how you want to review your items.
Step 3: Filter workspace items
Use the filter bar to narrow down items by stage, type, status or other available filters so you can focus on the work that matters.
Step 4: Search within workspace items
Enter a search term in the search box to quickly find items by title or other searchable fields in the current project.
Step 5: Sort items by key fields
Click a column header such as Item, Type, Assignee, Due Date, Priority or Status to sort the list view and reveal items in ascending or descending order.
Step 6: Open item details
Select an item in any view to open the detailed panel, where you can see full information, status badges and related metadata.
Step 7: Change item lifecycle stage
Use the stage chips or board columns to transition items between lifecycle stages, updating their status to reflect current progress.
Step 8: Add a new workspace item
Select the add item button to open the add item dialog, then choose whether to create a task, meeting or milestone and provide the required details.
Step 9: Export workspace items
Open the export workspace dialog from the toolbar to download the current set of workspace items for reporting or sharing.
Step 10: Refresh workspace data
Use the refresh control in the toolbar to reload workspace items and ensure you are viewing the most up-to-date information.
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Last updated: 2026-07-16