Creating a new item

To create a new item using the default template and the default form, do one of the following:

• Click the New button in the toolbar and select the type of item you want to create. The New button shows the small icon of the item.
• Right-click anywhere in a table-view, card view or explorer view and choose New item from the popup menu.

To create a new item using a chosen template and the default form:

1. Point to New in the File menu.
2. Choose the item you want to create.
3. In the Choose Template window, double-click the template you want. If the template is assigned to a template category, select the category in the Template Category tree, then double-click the template you want. 

To create a new item using a chosen template and a chosen form:

1. Point to New in the File menu.
2. Choose Choose Form from the New submenu.
3. In the Choose Form window, double-click the form you want.
4. In the form, select the template from the Template list in the form's toolbar.

NOTE: You can only choose from the templates and forms for which you have access rights. Contact your system administrator if you want changes made to the templates or forms.

Related topics

Create item and relation
Edit items
Copying items
Closing items
Deleting items
Planning work
Creating items in explorer views

• Creating templates
• Life cycle and status