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Manage workspace items in a project

Use the workspace to view, filter, add, update and export project items in different layouts.

Audience

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 related items. The main view shows a toolbar at the top and your items listed below in the default layout.

Open the workspace for your project

Step 2: Search and filter workspace items​

Use the search box and filter bar at the top to narrow down items by keyword, status, type, assignee or other available filters. The list updates instantly to match your chosen criteria.

Search and filter workspace items

Step 3: Switch between list, board and timeline views​

Use the view toggle buttons (list, board and timeline icons) to change how items are displayed. Choose the layout that best suits reviewing, planning or tracking your project work.

Switch between list, board and timeline views

Step 4: Sort workspace items by key fields​

In list view, click any column header such as Item, Type, Assignee, Due Date, Priority or Status to sort the table. Click again to reverse the sort direction.

Sort workspace items by key fields

Step 5: Add a new workspace item​

Select the Add button to open the new item dialog. Choose whether to create a task, meeting, milestone or temporary works item, then complete the required details and confirm to add it to the workspace.

Add a new workspace item

Step 6: Open and review item details​

Click any workspace item in the list, board or timeline to open the details panel. Review its description, status, dates, assignee and other key fields in one place.

Open and review item details

Step 7: Update item status and stage​

From the item details panel or board view, change the status or move the item between lifecycle stages. The workspace immediately reflects the new state, helping the team track progress.

Update item status and stage

Step 8: Adjust assignment, priority and scheduling​

Edit the assignee, priority and due dates for items, either within the details panel or using controls provided in each view. Use priorities and dates to keep work sequenced and visible to your team.

Adjust assignment, priority and scheduling

Step 9: Refresh the workspace view​

Use the refresh button in the toolbar to reload items from the server. This ensures you are viewing the latest updates made by other team members.

Refresh the workspace view

Step 10: Export workspace items​

Select the export button to open the Export workspace dialog. Choose the export format and scope, then generate a downloadable file containing the current workspace items for reporting or sharing.

Export workspace items

Last updated: 2026-03-08