Quickly add workspace items from the list view
Use the quick-add box on the workspace list to create new tasks, RFIs and other workspace items directly from a single text field.
This guide is designed for project manager.
Steps
Step 1: Open the workspace list and locate the quick-add box
Navigate to your project workspace list and scroll to the top of the items table, where you will see the quick-add text box with a plus icon.
Step 2: Type a plain title to create a standard item
Click into the quick-add box and type a short title without any special prefix to create a standard workspace item or task, such as "Confirm delivery date".
Step 3: Use a typed prefix to route the item type
Start your text with a recognised prefix such as "Meeting:" or "Procurement:" followed by your title to route it straight to the correct item type when it is created.
Step 4: Press Enter to create the item in one step
Press Enter to submit the text; the system immediately creates the new item in the background and shows a brief loading indicator before confirming creation.
Step 5: Open the new item to add further details
After creation, use the "Open & add details" option to jump straight into the full edit view for the new item and complete any additional fields.
Step 6: Start an RFI using the quick-add box
Type "RFI:" followed by your question title and press Enter to launch the dedicated four-step RFI wizard with your typed text pre-filled as the RFI title.
Step 7: Complete the RFI wizard to finish creating the RFI
Work through the RFI wizard steps to add the question, discipline, deadline and other required details, then submit the wizard to create the RFI.
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Last updated: 2026-08-18