Manage your workspace list

Use the workspace list to review, sort and group project items so you can focus on the most important work.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the workspace list

Navigate to the workspace list view to see all unified items, including tasks, meetings, milestones and other project records in a single table or mobile card layout.

Step 2: Choose and adjust visible columns

Use the column picker to show or hide fields such as category, status and priority so the list displays only the information most relevant to your workflow.

Step 3: Sort workspace items

Click a column header to sort items, for example by due date, status or priority, helping you bring urgent or high-impact work to the top of the list.

Step 4: Group items for easier review

Apply grouping options, such as by category, so items are organised under headers like Task, Meeting, Milestone or Automated, with less actionable groups collapsed by default.

Step 5: Select multiple items

Tick the checkboxes next to individual items, or use the header checkbox, to select several items at once and prepare them for bulk actions.

Step 6: Update status in bulk

Use the bulk actions toolbar to change the status of all selected items in one go, keeping your workspace aligned with current progress across the project.

Step 7: Adjust priority in bulk

Apply a bulk priority change to mark several items as Urgent, High, Medium or Low, ensuring that critical work is clearly visible and ordered correctly.

Step 8: Change status on a single item

Open an individual row or card and update its status directly so that a single task, meeting or other item reflects its latest state without affecting others.

Step 9: Bulk delete completed or unwanted items

Use the bulk delete action to remove selected items you no longer need, helping to keep the workspace list tidy and focused on active work.

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Last updated: 2026-08-12