Review a handover workspace item
View the full handover workspace item detail, including header, progress bar, and overview/requirements/submissions tabs.
This guide is designed for project manager.
Steps
Step 1: Open the handover workspace item
Navigate to the workspace item detail page for the handover from your project workspace to load the item view.

Step 2: Review the handover header and status
At the top of the page, check the dedicated handover header to confirm the item name, status, and key identifiers.

Step 3: Check handover completion progress
Use the completion bar to quickly see how much of the handover has been completed and what remains outstanding.

Step 4: View the Overview tab
Select the Overview tab to see high-level information about the handover, including context and key details.

Step 5: Review Required Items
Open the Required Items tab to see which documents or tasks must be completed before the handover can be finalised.

Step 6: Check Inbound Submissions
Switch to the Inbound Submissions tab to review any files or information submitted into the handover from other parties.

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Last updated: 2026-07-31