Items make up the foundation of work visualized in the CrossLead Platform and should be thought of as discrete work items that have a number of participants working toward a goal as part of a holistic Plan. Items should be time-bound, be written as a stated goal or aim, and should be measurable by either quantitative or qualitative means.

To make a new Item, use the orange 'Create New' button on the Items page: 

Additionally, you can create new Items within a Plan for which you own or are an editor. You can create new Items in Plans in the following two areas: 

  1. The Hierarchy tab 
  2. The Item List tab

In edit mode of the Plan Hierarchy, you can create new Items by typing into the empty tiles shown below: 


You can also create new Items from the Item List tab in a Plan. To do so, click the "Add Item" button in the top left corner. Make sure to give your Item a title and click Save. 

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