Here, we’ll show you how to add a new work item in a few simple steps.

Step 1: In the top left hand corner of the home page, click on the plus icon. A pop-up menu will appear. Click on “New Work.”

Step 2: A form with text fields will appear. Fill out the fields with as much information as you have. Fields with an asterisk (*) are required in order to create the work item. All other fields are optional.

Step 3: Click Save. That’s it! A new screen will pop up with the work item contact and subtasks populated.

Have questions? Please don’t hesitate to contact us for more support!