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Review a workspace handover item

Review the details of a workspace handover item, including its header, completion status bar, and key information tabs.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the workspace handover item​

Navigate to the workspace area and select the specific handover item you want to review; the Workspace Item Detail view opens for that item.

Open the workspace handover item

Step 2: Check the handover header information​

At the top of the Workspace Item Detail view, review the Handover detail header, which shows the item title and key summary information so you can confirm you are viewing the correct handover.

Check the handover header information

Step 3: Review the completion status bar​

Below the header, review the completion bar to understand overall progress for the handover, including how much work has been completed and what remains.

Review the completion status bar

Step 4: View the Overview tab​

Select the "Overview" tab in the tab strip to see the general information and context for the handover item, helping you understand its purpose and current state.

View the Overview tab

Step 5: Review required items​

Switch to the "Required Items" tab to see the list of mandatory tasks, documents, or checks that must be completed for this handover, and verify which have been finished.

Review required items

Step 6: Check inbound submissions​

Open the "Inbound Submissions" tab to review any submissions or inputs associated with the handover, such as uploaded documents or responses from other teams.

Check inbound submissions

Last updated: 2026-08-21