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Review lifecycle item details

Review the full details and status of a workspace lifecycle item in a single configurable view.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the lifecycle item detail surface

Navigate to the relevant workspace item and open its detail view to see the lifecycle item detail surface.

Open the lifecycle item detail surface

Step 2: Check the lifecycle status and priority

Review the status band at the top of the page, including the current stage, SLA indicators, and the coloured priority badge for the item.

Check the lifecycle status and priority

Step 3: Review key metadata fields

Scan the main details panel to see key metadata fields such as title, tags, owners, due dates, and any lifecycle-specific information defined in the configuration.

Review key metadata fields

Step 4: Inspect linked items

Use the linked items panel to browse related records grouped by type, and navigate to any linked item for more context.

Inspect linked items

Step 5: View history and activity context

Review history and activity summaries presented in the surface to understand recent changes and progress for the lifecycle item.

View history and activity context


Last updated: 2026-06-16