Review and manage a workspace item from the list
Use the workspace list row actions to review details, copy references, update status or priority, and delete items when needed.
This guide is designed for project manager.
Steps
Step 1: Open the workspace list and locate your item
Navigate to the workspace list view and scroll or search until you find the specific workspace item you want to review or update in the table.
Step 2: Review key details and badges in the row
Check the item’s name, category icon, status badge, priority badge, due date, and any section tags or assigned values directly in the row to understand its current context.
Step 3: Open the row actions menu
Select the More options icon at the end of the row to reveal item-level actions such as viewing details, copying references, quick close, and delete.
Step 4: Copy the workspace reference
Choose the copy reference option in the actions menu to copy the item’s reference to your clipboard, ready to paste into emails, chat, or documentation.
Step 5: Navigate to the owning package from the section tag
Click the section tag chip in the row to move directly to the owning package or section, allowing you to see related work and broader context.
Step 6: Update the item’s status using Quick Close
Use the Quick Close button in the row to mark the item as closed, applying an immediate status change while the system updates it in the background.
Step 7: Change the item’s priority
Adjust the priority badge from the row (if enabled) to reflect the current urgency, ensuring the item is ranked correctly against other work.
Step 8: Delete a workspace item from the list
Select the delete option from the actions menu to remove an item that is no longer needed, following any confirmation prompts or respecting any delete restrictions shown.
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Last updated: 2026-08-12