Manage your unified workspace list
View, sort and organise workspace items, adjust priorities, and perform bulk actions on tasks and related records.
This guide is designed for project manager.
Steps
Step 1: Open the workspace list
Navigate to the unified workspace area to see a table or card list of all items, including tasks, meetings, milestones and other categories.
Step 2: Sort workspace items
Use the column headers or sort controls to change the order of items, for example by status, due date or priority, so that the most relevant work appears first.
Step 3: Choose which columns are visible
Open the column picker to hide or show specific columns, tailoring the list view to the information you need most often.
Step 4: Group and collapse workspace items
Group items by category or other available options and expand or collapse groups, using the group headers to focus on particular types of work such as tasks or RFIs.
Step 5: Select items individually or in bulk
Tick the checkboxes next to one or more items, or use the select-all option, to prepare for bulk actions such as deleting or updating multiple records.
Step 6: Change item priority
Update the priority of individual items, switching them between Urgent, High, Medium and Low so that critical work is clearly highlighted.
Step 7: Delete single items
Use the delete option on a specific row or card to remove an item from the workspace when it is no longer needed.
Step 8: Perform bulk delete
After selecting multiple items, choose the bulk delete action to remove them all at once, confirming the action when prompted.
Step 9: Use the workspace on mobile
On mobile devices, review and manage items in a card-based layout, with quick access to key details and actions for each item.
Last updated: 2026-07-14