Turn run findings into tasks

Convert run findings into trackable tasks so follow-up work is owned, prioritized, and visible.

Prerequisites

• A store or project to run workflows against
• A workflow/run entry point available

Steps

1. Start a workflow run from the project or store surface.
2. Monitor status and review logs/outcomes.
3. Convert findings into tasks for follow-up 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 a run fails, check logs first and confirm prerequisites (access, store context).
• If the issue should become work, convert it into a task with an owner and next step.

Related

• Getting started
• Features
• Use cases