Create your first items

Items are the actual content of your project — the requirements, tests, defects, and design rules that live inside documents. Where documents are the containers, items are the work product.

Creating an item

To create an item, open the document where you want it and click the + Add item button in the top bar. Visure creates the new item and checks it out to you immediately — no separate check-out step is needed. The new item's color bar is green and the fields are ready for input.

[SCREENSHOT — Close-up of the + Add item button in the Document View top bar]

The item anatomy

Every item displays six key areas:

1. Item code. Auto-generated based on the document's prefix. If the prefix is SR-, codes become SR-001, SR-002, and so on. Visure assigns codes sequentially. The prefix is whatever you set when creating the document (Section 1.2).
2. Item name. A short title that identifies the item.
3. Item type. Controlled by the isRequirement custom attribute. Typical values: Item (a regular requirement), Heading (a numbered section like 1, 1.1, 1.1.1), Text (descriptive text, not a requirement). Available types may vary by project.
4. Description area. A rich-text field supporting formatted text, links, embedded images, tables, and HTML content.
5. Approval controls. On the left side of the item, approval and rejection buttons let users vote on the item directly from Document View.
6. Side panels. On the right, the Details and Comments panels provide space for metadata, attribute values, collaboration, and follow-up discussion.

[SCREENSHOT — Item in Document View with all six key areas labeled by callouts]

While you edit

The color bar on the left of each item reflects its check-out state — green while you're working on it, yellow when another user has it checked out (hover the mouse to see who has it), blue when it's checked in but modified since the baseline, no color when it matches the baseline. The four-color system you learned for documents and folders applies identically to items.

To save your work, check the item in — Alt + I or right-click → Check In. Visure asks for an optional comment, records a new version, and releases the lock.

[VIDEO — 1.3.01 The item anatomy — 60s]

Read next: Create child items (hierarchy) · Edit an item