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Review lifecycle item details

Use the lifecycle detail surface to review key metadata, status and linked items for any workspace item.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the lifecycle item detail view

Navigate to the workspace area and select a lifecycle item to open its detail surface, showing its summary, priority and key fields at the top.

Open the lifecycle item detail view

Step 2: Check current stage and SLA status

Review the stage chip and any SLA indicators to understand where the item is in its lifecycle and whether any deadlines are at risk.

Check current stage and SLA status

Step 3: Review core metadata fields

Scan the main metadata section to see structured information such as tags, responsible users, dates and programme task identifiers, formatted consistently from the lifecycle configuration.

Review core metadata fields

Step 4: Inspect assessment breakdown

Open the assessment breakdown panel to see scores for individual assessment fields, including maximum scores and how the overall assessment has been derived.

Inspect assessment breakdown

Step 5: View ITP status and open ITP lens

Use the ITP status card to see inspection and test plan information for the item and follow the link to open the full ITP lens view in a dedicated page when needed.

View ITP status and open ITP lens

Use the linked items panel to browse related workspace items, documents and programme tasks, navigating into any that require further review or action.

Explore linked items and related records

Step 7: Review scheduled dates and SLA state

Check key dates, such as due dates and timestamps, along with any SLA state indicators to understand deadlines and performance against targets.

Review scheduled dates and SLA state

Use any available link icons or external link actions to open connected resources, such as documents, messages or external systems, in a new view.

Open external links and related resources


Last updated: 2026-07-31