Set up and capture work

Step by step

1. Configure board Board Owner

   Board Owner defines an active board, its timezone, ordered Columns, allowed source moves, optional Custom Swimlanes and Labels. Set each column’s wip limit and requires approval policy. Invite the intended internal roles through explicit board memberships. Proposed changes must preserve a valid column for every active task before a new workflow revision is accepted; archived columns with active work cannot simply be deleted.

   • Set the reviewed workflow and audience
   • Updates Boards, Columns, Board memberships

2. Capture task Member

   Member creates a Task with a clear title, initial column, priority, optional planned start and due date. Owner is one active internal member; task assignees add collaborators without replacing accountability. Imports first validate column, lane, owner and date mappings in an import jobs preview. Board Owner accepts the mapping before execution; each source row creates at most one task under the same input identity.

   • Create one task per accepted source row
   • Updates Tasks, Task assignees, Import jobs

3. Prepare task Member

   Member adds task checklist items, marks mandatory steps and links any same-board task dependencies. Distinguish the blocking task from the blocked task. Reject self-dependency and cycles before accepting the edge. Shared work needs an explicit task participants grant and active guest board membership; a mention or pasted file URL cannot add that permission.

   • Retain required work and explicit sharing
   • Updates Task checklist items, Task dependencies, Task participants

Board Owner

Owns the board structure, membership and operating policy.

Member

Contributes to internal board work.