Set up and capture work

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

Responsible

Board Owner

Records

BoardsColumnsBoardMemberships

Effect

Set the reviewed workflow and audience

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

Responsible

Member

Records

TasksTaskAssigneesImportJobs

Effect

Create one task per accepted source row

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

Responsible

Member

Records

TaskChecklistItemsTaskDependenciesTaskParticipants

Effect

Retain required work and explicit sharing