Items

Items form the basis of every Plan

18 articles in this collection
Written by Support

Getting Started

Items Overview

Items comprise the foundation of work in CrossLead

Written by Support
Updated over a week ago

How do I make an Item?

Written by Support
Updated over a week ago

What Do Risk Colors Mean?

Add context to your Insights with Risk Changes

Written by Support
Updated over a week ago

Item Linkages

Link Items in Plans to Understand Strategic Connections

Written by Support
Updated over a week ago

Managing Projects

Sharing Files on Items and Plans

One place for all the attachments to Insights in Shared Files

Written by Support
Updated over a week ago

How do I unlink dependencies?

Changing Linkages for a Plan Item

Written by Support
Updated over a week ago

Flagging Plans and Items

Flag Plans and their Items to Prioritize Them

Written by Support
Updated over a week ago

Where Are My Archived Items Located?

Once an Item is archived, it can be found and accessed again

Written by Support
Updated over a week ago

Status

Updating an Item's Status

Change the risk and progress of the Item to inform its current status

Written by Support
Updated over a week ago

Who is notified when I change Item status?

Notifications on Items explained

Written by Support
Updated over a week ago

Item Status Types & Metrics

Learn about how to set status types on your Items

Written by Support
Updated over a week ago

How to remove risk from an Item

Some Items just aren't that risky

Written by Support
Updated over a week ago

Insights

Why Do Risk and Progress Not Show in my Item Insights?

When Item Insights Lack Risk/Progress

Written by Support
Updated over a week ago

Can I edit/delete an existing Insight?

Delete and change the text of your Insight

Written by Support
Updated over a week ago

Metrics

Adding Metrics to Your Items

Quantitative KPIs and Measurements for Your Goals

Written by Support
Updated over a week ago

How to Edit a Metric on an Item

Change your quantitative goals and measures for your Item

Written by Support
Updated over a week ago

Owner and Participants

Once I create an Item, can I change the owner later?

Learn how to change the owner of an Item

Written by Support
Updated over a week ago

How do I join an Item or Plan as a Participant or Editor?

Receive notifications and updates by becoming an Item Participant or a Plan Editor

Written by Support
Updated over a week ago