Add a store and link it to projects
Create a store record, keep operational context in one place, and connect stores to projects for delivery tracking.
Prerequisites
- A store record created
- Appropriate role permissions
Steps
- Open the store detail page.
- Review connections and operational context.
- Use logs/run history to troubleshoot and avoid repeating work.
Tips
- Keep client-safe content in the portal; keep internal delivery context in the workspace.
- Prefer workflow runs for repeatable execution and tasks for owned follow-ups.
Troubleshooting
- If you can’t find a page/action, confirm your role permissions.
- If content looks out of date, check the project timeline and latest updates.
