Workflow guide
Check access and controls
Test the intended access boundary before broadening use.
Confirm the enabled version and permissions in your environment. These guides do not announce a general release.
Before you start
An editable project and permission to create boards and tasks. Use a sample project before changing shared production work.
Steps
- Check project membership, board access and whether the collaborator can read or edit. Test with a second account that has only the intended role.
- Test both an allowed action and an action outside the assigned scope. Review access again when the user, source or policy changes.
- Compare the observed outcome with the expected result. Keep the relevant identifier and a redacted record so a colleague can review the same case.
Check the result
Compare the observed outcome with the expected result. Keep the relevant identifier and a redacted record so a colleague can review the same case.
If it does not work
Keep the board, task and project identifiers with the request. Reconnect before repeating an edit and check the current task state to avoid duplicate work.