Name the stages the way you work.
Create lists for the stages in your process. Start with the names you use today, then add, rename, or rearrange lists as you need them.
Moving a card from left to right makes progress visible. You decide what each move means and what needs to happen before it. A review stage or a waiting list can help you see where work needs attention.
Give each piece of work a card.
Describe what you want to achieve and add the material someone would need to get started. Include files, examples, and links to related work. Use a checklist if the task has several parts.
Keep questions and decisions on the card as it moves across the board. You can return to the history yourself or share it with someone joining the work.
Choose who takes it on.
Use the board to organize your own work, assign a card to a teammate, or involve an agent. Add comments when you need an answer or want to explain a change.
The same card holds the brief and working history as different people or agents contribute.
Link to the tools where the work happens.
Keep using your documents, designs, spreadsheets, and other tools. Add their links to the card so someone reviewing the task can find the work and inspect the result.
Any digital tool with hyperlinks can be part of that history. An agent also needs the appropriate tools and access to act outside the board.
Give agents instructions when you want their help.
Ask an agent directly on a card, or configure rules for a stage in the workflow. For example, an agent could investigate a request when it reaches Plan or check a result when it reaches Review.
A list name describes a stage; the instructions and rules tell the agent what to do there. Decide which steps it can handle on its own and which should wait for your answer. See how agents connect.
Review the result and record the next step.
Open the linked work, check it against the request, and give feedback. Keep revisions and follow-up decisions on the card so the next person can follow what happened.
The workflow pages show this in detail for particular kinds of work.