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Help Center

Item Workflow

Item Workflow

Create New Items

Create an Item

Create a new Item via Email

Teams

What is a Team?

Advanced Team

Author-Only Team

Simple Team

Standard Team

Follow an Item

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Actions

Edit an Item

Edit an Item’s Parent

Edit an Item's Team

Check for similar Items

Share an Item

Save an Item as an XLSX file

Print/Save an Item as a PDF

Escalate an Item

Review an Item

Get reminded about an Item

Snooze Item Notifications

Configure an Item to recur

Transfer an Item

Convert an Item

Copy an Item

Add a time tracking estimate or log work

Archive or unarchive an Item

Delete an Item

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Statuses

Activate or Assign an Item

Decline or accept an Item

Defer an Item

Plan an Item

Reopen an Item

Complete an Item

Revert an Item to the New status

Review an Item's Resolution

Save and Submit an Item as a Draft

Submit a Resolution for Approval

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Item Management

Manage an Item's links

Manage an Item's files

Add images and Chart thumbnails to text areas

Add Standard Work to an Item

Bulk change nested Items

Change the View of a Nested Items List

Change the filters on a Nested Items List

Deescalate an Item

Fields, Attributes, and date history

Fishbone Diagrams

Honor Roll

Add a nested Item

Manage an Item's Weighted Scores

Single Field Editing on Items

Update an Item's Resolution

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Other Information

Item Dates

Understand an Item's Reports

The Item Timeline

Like, Acknowledge, or Bookmark an Item

Like or acknowledge a comment

Respond to Comments via Email

Voting

Working with Item comments

No Status and Non-Reportable Templates

Disable Default Team Role-based Email Notifications

Record Impact for a Time Savings Person

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FAQ

What are Impact Types?

What are Notifications?

What is a Private Item?