Manage workspace items in your project
Use the Workspace section to review, filter, sort and manage all workspace items (tasks, meetings, milestones and temporary works) across different views, and export them for reporting.
This guide is designed for project manager.
Steps
Step 1: Open the Workspace section for your project
From your project, navigate to the Workspace section to see all existing workspace items displayed in the default board or list layout for the selected project.
Step 2: Search and filter workspace items
Use the search box and filter bar at the top of the Workspace to narrow down items by title, type, assignee, status, date range or other available filters so you can focus on the most relevant work.
Step 3: Switch between board, timeline and grid views
Use the view toggles (board, timeline/Gantt and grid icons) to change how workspace items are displayed, choosing the layout that best suits your planning or tracking needs.
Step 4: Sort items in the grid view
In the grid view, click a column header such as Item, Type, Assignee, Due Date, Priority or Status to sort items in ascending or descending order and quickly surface the most important work.
Step 5: Add a new workspace item
Select the Add button to open the add-item dialog, choose the type of item (task, meeting, milestone or temporary works), complete the required details, and confirm to create it in the Workspace.
Step 6: View and update item details
Click any workspace item to open its detail panel, review key information such as description, assignee, dates and tags, and use the available controls to adjust its status, priority or other editable fields.
Step 7: Move items through stages on the board
In the board view, drag and drop items between columns to transition them through lifecycle stages; the item’s status is updated automatically to match the new column.
Step 8: Manage assignments and scheduling in the timeline
In the timeline view, review when items are scheduled, adjust their timing or stages where supported, and use the horizontal navigation controls to move through the project timeline.
Step 9: Export workspace items
Use the Export button to open the export dialog, choose your preferred export options, and download a file containing the current set of workspace items for reporting or sharing.
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Last updated: 2026-02-12