Understanding Items

About Items

Items are individual versions of Modules, they’re single pieces of work that help you and your team set up work-streams with increased visibility.

For example, if your organization has a ‘Client’ Module, you can create an Item called “Client 1” where you would store key information, have discussions about Client 1, or publish updates about current Client status.

You can add members to a specific Item so they can collaborate in one place, or simply have viewing access, so they can be kept up to date on new developments related to that Item.

Create an Item

Once your organization’s admin creates a Module, any member can create a new Item in it. You can do that in two different ways:

• Going to the Module and clicking on the blue + button in the bottom right corner
• From your Dashboard, click on the blue + button and choose what type of Item you wish to create

You will need to add a name and brief description of your Item and choose whether you want it to be public or private.