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Edit workspace item details

Update the key details of a workspace item (such as a task, milestone or query) including its name, description, status, priority, assignment and time tracking fields.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the workspace item for editing​

Navigate to the relevant project workspace and select the item you want to edit; the edit view loads the current item details along with any associated task information.

Step 2: Review existing item information​

Confirm that the correct item is displayed by checking its current name, description, status, priority and any visible assignment or time tracking values.

Step 3: Update basic item details​

Change the item name and description to better reflect the current work requirements or clarify the purpose of the item.

Step 4: Adjust status and priority​

Set the item’s status (for example open, in_progress, completed or overdue) and choose an appropriate priority (high, medium or low) to indicate urgency and current progress.

Step 5: Reassign the item​

Select a project member in the Assigned to field to transfer or confirm responsibility for the item.

Step 6: Update scheduling and time estimates​

Enter or amend the due date, estimated hours and actual hours to keep timelines and effort tracking accurate.

Step 7: Refine completion tracking​

Adjust the completion percentage to reflect how much of the work has been done so far.

Step 8: Save changes​

Select Save to submit your updates; the application validates your input, saves the item and returns you to the workspace view if used within the project workspace.

Step 9: Cancel without saving​

Select the Back or Cancel action to discard any unsaved changes and return to the previous view.

Last updated: 2025-12-08