Input Items — Setup & Analytics — Workspace
Track external inputs needed from clients and vendors
Overview
Input Items track external inputs — documents, data, specifications, and
information — received from clients, vendors, or other parties that are
needed to progress project work. This ensures nothing falls through the
cracks by tracking what has been requested, what has been received, and what
still needs clarification.
[screenshot: Input Items list with status badges and tags]
Creating an Input Item
Click Add on the Input Items page:
Title — what input is needed (e.g. "Client P&ID Drawings").
Description — details about what is expected.
Source — who is providing this input (client name, vendor name, etc.).
Date Received (optional) — when the input was actually received.
Status — current state of the input.
Deliverables — which project deliverables this input feeds into.
Tags — color-coded tags for categorization.
Files — attach the received documents or reference material.
Each input item receives an auto-generated number (e.g. INP-0001)
and appears in the Home Feed on creation.
[screenshot: Input Item creation form with deliverable and tag selectors]
Status Tracking
Input items progress through these statuses:
Pending — the i…