Working with Primary Items

Primary items, such as changes and tasks, are records that follow a process from creation to close. Primary items are organized in projects, which are assigned to a workflow.

Two views are available: Item Details and Social.

Item Details
Shows information about an item in a format determined by your administrator. Transitions are executed from the Item Details view as well.
Social View
Provides a collaborative view of an item and includes an item feed, journal log, and list of contributors. An experts list and follow feature may also be available. For details, refer to Using the Social View.

What You Can Do with Primary Items

Depending on your privileges and the application design, you can:

Submit primary items
Update information in primary items
Transition primary items through the workflow
Record the amount of time spent on an individual item
Send e-mail messages from primary items
Add notes and attachments
Link items to other items
View help provided specific to the form and workflow you are using