Add/Edit/Delete an App item

To create an App item:

From Apps menu option (For both Project and Non project Apps)

  1. From the main menu, click on Add and from the Apps section, click on the appropriate app name whose instance you wish to initiate. 
  2. Select the appropriate App for which you want to create an item.
  3. You can initiate Apps under a project or non-project (Workspace). Make a selection. 
  4. Click on Next.
  5. Fill in the information in the different tabs as necessary.
  6. Other fields like the Assigned To, Requestor, etc are visible depending upon your Apps Definition.
  7. You can also attach local documents or a Google Documents at this stage if required.
  8. Click Submit.

From a Specific Project.

  1. Go to the project where you want to initiate an App.
  2. From the project actions  , navigate to Add and then click on the appropriate App name.
  3. Fill in information in the different tabs as necessary.
  4. Click Submit


To edit a single app item:

  1. Go to the app item you want to edit.
  2. From the actions , click on Edit.
  3. Edit the required attributes.
  4. Click Submit. The changes will be saved.

To edit multiple app items:

You can edit the following attributes of app items in bulk:

  • State
  • Assigned To
  • Priority
  • Custom Fields.

To delete an App item:

  1. Go to the app item you want to edit.
  2. From the actions , click on Delete. The item will be deleted and will no more be seen in reports or when filling time on Weekly Time screen.