Creating Items
- Select the initiative in which you want to add Items and Tasks
- Use the "Search or Create Item" field to enter the name of your new item, then click the "Add" button or press Enter on your keyboard
- Click "Add"
Optional: Before adding the item, you may select:
- Which project the item goes in
- The item's type
- The item's importance
Please note: Defaults can be set for these parameters by click on the "Set as default" link in the parameter's drop down menu.
Item Attributes
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Clicking on an item (in the list located on the left side of the screen) opens a pane on the right where you can view tasks and edit different item attributes such as:
- Project (which project the item is part of)
- Deadline
- Points
- Type
- Importance
- Business Value
- Labels