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Manage workspace items in a project

View, filter, and organise all workspace items for a selected project in list, board, or timeline views, and open item details or add new items.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the project workspace​

Navigate to the workspace section for the chosen project; the workspace items for that project are automatically loaded and displayed.

Step 2: Switch between list, board, and timeline views​

Use the view controls (list, board, timeline icons) to change how items are displayed, so you can review them in a simple list, grouped board, or time-based timeline.

Step 3: Search and filter workspace items​

Enter text in the search bar to quickly locate specific items, and open the filter dialog to refine items by category, assignee, status, or priority.

Step 4: Add a new workspace item​

Select the add button to open the add-item dialog, then provide the necessary information to create a new task, meeting, or milestone in the workspace.

Step 5: Open an item to view details​

Click any workspace item in the current view to open its detail pane, where you can see more information about the item.

Step 6: Close dialogs and detail views​

Press Escape or use the on-screen close controls to dismiss the add-item dialog, filter dialog, or item detail view without making changes.

Last updated: 2025-12-08