01
The basic workflow
- 01Add a request to your backlog with a clear brief, files, and a target date.
- 02Move the request to Active when you want work to begin and capacity is available.
- 03Use the request for comments, files, decisions, and review. The context stays with the work.
- 04Move work through Needs Input and Done as decisions are made and delivery is approved.
02
Active capacity
Your plan controls how many requests can be Active at the same time. The backlog behind those active lanes is unlimited, so you can prepare upcoming work without losing context.
More Active Requests can be added from Billing when your team needs parallel work.
03
Where the work lives
- Briefs and requirements
- Files, references, and links
- Comments, mentions, and decisions
- Status, priority, target dates, and request members
- Billing, agreements, and workspace settings
04
Who owns each part
- Your team owns the goal, source material, decisions, and timely feedback
- The matched designer owns the craft work and raises questions inside the request
- The design manager keeps priorities, scope, and context coordinated across the workspace
- Workspace Admins own team access, settings, billing, and Active Request capacity
05
When the direction changes
Discuss the change in comments, then update the brief with the accepted direction. If the work changes service category, the current designer match can be reviewed. If the change creates a separate outcome, create another Backlog request so approval and delivery remain clear.