Create and edit items

Use an item for a task, bug, idea, or follow-up. Put the action in its title and supporting information in its description.

You need Owner, Admin, or Contributor access to edit a shared project. Viewers can read it. Some fields require Pro and must be enabled in the project.

Projects

Choose the project where the work belongs before creating an item. Projects have their own workflow, fields, and members. For project creation and settings, see your first project and project settings.

Items

1. Select a project, clear any active search, and type a title in New item (or Add your first item in an empty project).
2. Press Enter to create it.
3. Open the item from its row to edit the title, description, or fields.

If Open after creation is enabled in project settings, item details open automatically. On desktop, Ctrl/Cmd + . focuses New item for rapid entry.

Item details

Use Description for formatted notes and links. The editor supports rich text and pasted images. Pro also supports checklists. Uploading new images requires a connection and available storage; plan limits apply.

Nested checklists summarize their children: a parent shows a check when every child is complete and a dash when only some are complete. Checking a parent checks all its descendants; unchecking it clears them. Use the arrow beside a parent to collapse or expand its children. Hidden children still count toward completion. Collapse choices are remembered for your account on this device, independently of other devices and collaborators.

Use Comments for discussion and Activity to review changes. Comments can be queued offline and sent when connectivity returns. Access to images or details that have not been loaded may require a connection.

Change available fields in item details or directly in supported grid cells:

• Status determines the item’s workflow position.
• Priority is Low, Medium, High, or Urgent.
• Labels classify work within the project.
• Assignees identify responsible project members; these controls appear for projects with multiple members.
• Due date and Repeat control scheduling.
• Custom fields hold project-specific text or choices.

Understand autosave

There is no separate Save button for ordinary item edits. The save indicator tells you their state:

Indicator	Meaning	What to do
Saving…	Changes are being saved.	Let the operation finish.
Saved	The API has confirmed the changes.	Continue working.
Saved offline	Changes are stored locally and waiting to sync.	Reconnect and allow synchronization to finish.
A save or validation error	The change has not been accepted.	Read the message, correct the input or restore access, and retry as directed.

Closing an item or pressing Escape is dismissal, not cancellation of its edits. Escape first closes the innermost editor/menu, then the item. See offline recovery before signing out or clearing local data.

Share an item

The item’s menu can copy its link or its name, which includes the stable item key and title. A link helps someone navigate to an item; it does not grant project access. Invite the person if they are not a member.

Custom fields and columns

Missing a field or grid column? Fields and column visibility are separate settings. See fields and visible columns.

Finding the right items

Use search and filters to find work, including completed or trashed items. For check-button behavior and restoration, see complete, restore, or delete.