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

1. Open the store detail page.
2. Review connections and operational context.
3. 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• If content looks out of date, check the project timeline and latest updates.

Related

• Getting started
• Features
• Use cases