Group 65
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Items
Items form the basis of every Plan
18 articles in this collection
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Support
Getting Started
Items Overview
Items comprise the foundation of work in CrossLead
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Support
Updated over a week ago
How do I make an Item?
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Support
Updated over a week ago
What Do Risk Colors Mean?
Add context to your Insights with Risk Changes
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Support
Updated over a week ago
Item Linkages
Link Items in Plans to Understand Strategic Connections
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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
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Support
Updated over a week ago
How do I unlink dependencies?
Changing Linkages for a Plan Item
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Support
Updated over a week ago
Flagging Plans and Items
Flag Plans and their Items to Prioritize Them
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Support
Updated over a week ago
Where Are My Archived Items Located?
Once an Item is archived, it can be found and accessed again
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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
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Support
Updated over a week ago
Who is notified when I change Item status?
Notifications on Items explained
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Support
Updated over a week ago
Item Status Types & Metrics
Learn about how to set status types on your Items
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Support
Updated over a week ago
How to remove risk from an Item
Some Items just aren't that risky
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Support
Updated over a week ago
Insights
Why Do Risk and Progress Not Show in my Item Insights?
When Item Insights Lack Risk/Progress
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Support
Updated over a week ago
Can I edit/delete an existing Insight?
Delete and change the text of your Insight
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Support
Updated over a week ago
Metrics
Adding Metrics to Your Items
Quantitative KPIs and Measurements for Your Goals
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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