Workflow guide
Prepare your workspace
Confirm the environment, permissions and data boundary before the first workflow.
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
- Record the environment, product version, responsible owner and permitted data. Keep credentials outside the document.
- Open the intended workspace and project. Create a board for a small, clearly named piece of work.
- Check project membership, board access and whether the collaborator can read or edit. Test with a second account that has only the intended role.
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.