Creating and managing items
Adding a new item
To add a new item to your board, click the + New button located at the top right section of the board. In your form that opens up, specify values for these fields:
- Assignee - select a member to whom you want to assign the item.
- Priority - set a priority. Priority can be set to Low, Medium, High, or Critical.
- Due by - select a date and time by when the item should be closed.
- Requester - select the user who has requested for the item.
- Depending on how you’ve set up the form, you will want to specify any other information that you want to capture for your item.
- Click Submit.
All new items are listed in the table on your board. You can switch between different layouts to see details of specific groups of items. Click All to view all the items created in the board.
Updating an item
To make changes to an existing item, open one from any layout, and make the required changes to the fields and attributes such as status, assignee, and priority. Once the changes are made, close the form. All changes are auto-saved.
- Change status - select the new status from the Status dropdown to which the item has progressed towards.
- Change assignee - select another member to whom you want to reassign the item.
- Change priority - select a new priority from Critical, High, Medium, or Low in the Priority field.
You can also make updates to multiple items at the same time using certain bulk actions. These bulk actions are only available in the list layout.
To perform a bulk action, select the items you want to update from the table, and then click on one of the following:
- Change assignee - search for a member to whom you want to reassign the item. Click Update.
- Change status - select a new status from New, In Progress, Resolved, or Closed. Click Update.
- Change priority - select a new priority from Critical, High, Medium, or Low. Click Update.
Deleting an item
To delete an item that you no longer need, you can select an item in the board, and then click the Delete button.
You can also delete multiple items in the same manner. For bulk deletion of items, select multiple items that you want to delete, and then click Delete.
Alternatively, you can open a item from the table, click the More options button() > Delete.
Cloning an item
If you want to create a duplicate of an item quickly, you can use the clone function. A cloned item will contain all the information captured in the original. However, it is an independent item and can be tracked and progressed differently.
- On your board, open an item.
- In the item form, click the More options button() > Clone.