Creating an Item

Modified on Fri, 13 Oct 2023 at 09:49 PM

To create an Item navigate to the Items option in the main menu for a Project. 

Click on the plus icon on the left of the header bar of the list to bring up the Create Item dialogue box. 

Complete the Title field and select the Type of Item you wish to create from the drop down list.  You may complete any of the other fields that are relevant, it is recommended that you at least complete the Description in case your Title is not explanatory enough of the reason for creating the Item.  If you select Internal Only as Yes the Item will not be visible to External users.

Once the Item Type has been selected that will determine the optional fields to be displayed in the Details tab. 

A number of these may be Mandatory and if they are and you try and Save the Item an error message will be displayed and you will have to complete these fields before you will be able to Save the newly created Item. 

Once you have completed any Mandatory fields and any others you wish you can save the Item and it will appear in the Items list having been assigned an Item Number automatically. 

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