Skip to main content

Review a handover workspace item

Review the full handover workspace item view, including header, progress bar and overview/requirements/submissions tabs.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the workspace item from your project​

From your project workspace, select the relevant handover item to open its detailed view in the workspace item detail screen.

Open the workspace item from your project

Step 2: Check the handover header details​

At the top of the page, review the handover header information such as the handover title, key identifiers and current lifecycle state to confirm you are viewing the correct item.

Check the handover header details

Step 3: Review overall completion progress​

Use the completion bar shown beneath the header to understand how far through the handover lifecycle the team currently is and identify whether any major stages remain.

Review overall completion progress

Step 4: Use the Overview tab for a high-level summary​

Select the Overview tab to see a high-level summary of the handover, including core context, status and any important notes relevant to the project handover.

Use the Overview tab for a high-level summary

Step 5: Review Required Items for outstanding actions​

Switch to the Required Items tab to see the list of all items that must be completed for this handover, focusing on anything flagged as incomplete or at risk.

Review Required Items for outstanding actions

Step 6: Check Inbound Submissions for received information​

Open the Inbound Submissions tab to review any documents or data already submitted into this handover, confirming that all expected inputs have been received.

Check Inbound Submissions for received information

Last updated: 2026-09-01