Step-by-step guidance
Who can do this: Adding or changing work requires the relevant project permission.
Before you begin
- An existing project
- A clear title, work type, and expected outcome
- An estimate or owner when known
Steps
- Open the project board or work view and choose Add item.
- Select the type and enter a concise title and useful description.
- Set status, priority, estimate, milestone, owner, and required skills where applicable.
- Add dependencies, blockers, attachments, or source links needed for delivery.
Expected result
The item appears in the workflow with enough context to plan, assign, and track it.
Next action
Confirm its owner and capacity, then update status and estimates as evidence changes.
Common problems
- A title without an outcome is difficult to review.
- Work ownership does not reserve future capacity.
- Imported fields may require mapping before use.