Workflow guide
Complete a first workflow
Follow a small end-to-end example and verify its result.
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
- Open the intended workspace and project. Create a board for a small, clearly named piece of work.
- Add two nodes and connect them. Attach a task to the node that represents the next action.
- Update the task in Kanban and return to the canvas. Check that both views show the same state.
Check the result
Update the task in Kanban and return to the canvas. Check that both views show the same state.
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.