Documentation
Create your workspace
Choose a home for your team’s repeatable work.
Updated
Reading time (minutes)
4
Start with one process
Give your workspace a name that people recognise. Choose a recurring process such as purchase requests rather than moving every task at once. Write a short description of what belongs here and what does not.
Invite the people involved
Add a workspace owner who can maintain the process. Invite reviewers and contributors with only the access they need. Explain where requests should be submitted so work does not arrive through several competing channels.
Run a small pilot
Submit a realistic request, assign its owner and follow it through review. Check that the request includes enough context and that the next action is always visible. Adjust your fields before inviting the wider team.
Confirm the next owner before handing work over.
Keep the outcome and its context attached to the request.
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