There are several toolbars and menus alongside an item's viewing and editing area in, allowing you to perform various actions, such as: applying values, assigning, sharing and more. The following article details the different toolbars and their functionalities.

Some functions are applicable in viewing mode and other in editing mode as follow:

Viewing Mode

When clicking on an item's name from anywhere within the workspace, a viewing panel will be opened (together with the item's properties panel). When in viewing mode, the upper and lower bars are visible, as well as the sub features list.

The upper bar displays the item location in the hierarchy of Product > Epic in a breadcrumb format. Clicking on the Epic will display all items assigned to that Epic. While clicking on the Product will display all Epics assigned to that Product.

The Lower Toolbar, allows you to:

  • Copy the item link url to clipboard

  • Set item importance

  • Update the item's status

  • Assign the item to a Roadmap Release

  • Assign the item to a Sprint

  • Comment on an item

  • Assign the item to a team or a user

In addition, the Attachments and Related Items icons appear if were already applied, showing the following:

  • Number of files attached to the item

  • Number of items related to the item

Below it you can find the Sub-Features list, which allows you to view and add new sub features. Read more on Sub-Features here.


Editing Mode

Double click on the item's description and it will open it for editing:

Clicking on the Parent Epic in this mode (above the Editor) will allow you to assign the Feature to a different Epic.

At the top of the description area, a formatting toolbar appears, which allows you to:

  • Change text format to Bold, Italic, Underline or Strikethrough

  • Add Bullet list or Numbered list

  • Insert a link URL

  • Insert a table

On the right hand side of the description area, a 'Templates' button will appear with a drop-down list of different templates that you can use.

If you're an admin, you can also create a new template and save it as new template that will become available throughout the workspace.

At the bottom of the description area, the 'Add Visual Spec' button will allow you to attach images. Go to this article to learn more on Visual Specs .

Next: Item Properties Panel

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