View a shared workspace item
Review a publicly shared workspace item, including its details, status, notes and attachments, from a shared link.
This guide is designed for project manager.
Steps
Step 1: Open the shared workspace item link
Follow the shared link you have been given to open the public workspace item page in your browser.
Step 2: Complete any verification required
If a verification screen appears, enter the requested details (such as a code or email) and submit the form to unlock the shared item.
Step 3: Review the item overview and status
At the top of the page, check the item title, current status badge, key dates and high-level information to understand what is being shared.
Step 4: Check item metadata and location
Review the metadata section for category-specific fields such as location, tags, responsible person and other structured details that describe the item.
Step 5: Read the description and notes
Scroll to the description or notes section to read any narrative detail; formatted text, lists or rich content may be shown if provided by the workspace owner.
Step 6: Open and download attachments
In the attachments area, open or download any linked files (such as plans, documents or images) to review supporting information for the item.
Step 7: Follow links to related systems
If a link to another system (for example a PlanOps item) is shown, select it to open the related record in a new tab for deeper investigation.
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Last updated: 2026-07-31