Explore 118 workflow actions for Planview AgilePlace (LeanKit), including account permissions and operation limits.
56 read actions62 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Add subteams to a team
Write
Add subteams to a team. All subteams and its members (subteams and users) are granted the same privileges assigned to the team.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add users to a team
Write
Add users to a team. All users of a team are granted the same privileges assigned to the team.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Archive a board
Write
Archive a board. Administrators will retain read-only access.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Assign or unassign one or more users or teams to cards
Write
Assign or unassign one or more users or teams to cards.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Bulk remove board members and roles
Write
Bulk remove board members and roles.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Bulk update board members and roles
Write
Bulk update board members and roles.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Connect a parent card to one or more child cards
Write
Connect a parent card to one or more child cards.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a board filter
Write
Create a board filter.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a board template
Write
Create a board template from a board.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a card
Write
Create a card.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a card type
Write
Create a card type on a board.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a comment
Write
Create a comment.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a custom icon
Write
Create a custom icon on a board.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new board
Write
Create a new board.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new planning increment
Write
Create a new planning increment.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new planning series
Write
Create a new planning series.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a task card
Write
Create a task card.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a team
Write
Create a team. Teams are enabled by default. Teams are not associated with any other teams, boards, or users when created. You must add parent teams, subteams, users and boards to the team after it is created.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create dependencies
Write
Create dependencies
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create parent and child connections
Write
Connect cards to child or parent cards.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create, update, or delete board levels
Write
Create, update, or delete board levels.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a board
Write
Delete a board in your organization.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a board filter
Write
Delete a board filter.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a board template
Write
Delete a board template.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a card automation
Write
Delete a card automation.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a card by id
Write
Delete a card by id. The board setting "Allow users to delete cards" must be checked, unless the user is a board adminstrator.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a card type
Write
Delete a card type on a board.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a comment
Write
Delete a comment.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a custom icon
Write
Delete a custom icon on a board.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a planning increment by id
Write
Delete a planning increment by id.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a series by id
Write
Delete a series by id.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a tag on a board
Write
Delete a tag on a board.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a team
Write
Delete a team. Teams and all associated data such as board memberships, user membership, and subteam relationships are permanantly deleted and cannot be recovered.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a user
Write
Delete a user.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete all connections by board id
Write
Delete every connection to child cards on the specified board.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete an attachment
Write
Delete an attachment.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete Connections
Write
Delete one or more parent or child connections.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete dependencies
Write
Delete dependencies
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete multiple cards
Write
Delete multiple cards. All cards must be on the same board. The board setting "Allow users to delete cards" must be checked, unless the user is a board adminstrator.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Export board history
Read
Download a board's history. This is used by the "Export Board History" option on the Board Settings menu.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a board filter
Read
Get a board filter by id.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a board template
Read
Get a board template by id.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a list of attachments for a card
Read
Get a list of attachments for a card.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a list of audits for the recent runs of an automation
Read
Get a list of audits for the recent runs (last 20) of an automation.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a list of card types for a board
Read
Get a list of card types for a board.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a list of cards
Read
Get a list of cards.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a list of cards using POST
Read
Get a list of cards.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a list of child board connections
Read
Get a list of child board connections. This is the unique set of child boards related to the parent card.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a list of child cards
Read
Get a list of child cards for a parent card.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a list of comments for a card
Read
Get a list of comments for a card.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a list of custom fields on a board
Read
Get a list of custom fields on a board.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a list of custom icons for a board
Read
Get a list of custom icons for a board.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a list of dependencies for a card
Read
Get a list of dependencies for a card
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a list of increments for a planning series
Read
Get a list of increments and child increments for a planning series.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a list of leaf lanes for a board (lanes that can hold cards)
Read
Get details about the lanes on a board that can hold cards
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a list of parent board connections
Read
Get a list of parent board connections. This is the unique set of parent boards related to the parent card.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a list of parent cards
Read
Get a list of parent cards for a child card.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a list of planning series for an account
Read
Get a list of planning series for an account.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a list of tags on a board
Read
Get a list of tags on a board. The response contains a key for each tag where the value is the number of times the tag is used on the board.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a list of task cards for a card
Read
Get a list of task cards for a card.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a list of team's boards
Read
Get a list of all boards the team has been assigned to either directly or inherited via nested teams.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a list of team's subteams
Read
Get a list of subteams assigned directly to the team.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a list of team's users
Read
Get a list of users assigned directly to the team - does not include users assigned to subteams.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a list of teams
Read
Get a list of all teams for the organization.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a list of users in an organization
Read
Returns a paginated list of users in an organization. The list will have a maximum of 1000 results.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a single card type on a board
Read
Get a single card type on a board.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a single custom icon on a board
Read
Get a single custom icon on a board.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a single user
Read
Returns data for a single user.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a specified card automation
Read
Get an automation by id.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a specified planning increment
Read
Get a planning increment by series and increment ids.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a specified planning series
Read
Get a planning series by id.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get a team
Read
Get a team.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get board details
Read
Get the details of a board.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get card details by card id
Read
Get card details by card id.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get cardsIds within a specific increment status category
Read
List the cardIds of cards in the increment that are currently in the increment status category specified by the
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get drill through statistics for child boards
Read
Get drill through statistics for child boards.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get lane counts
Read
Get the count of cards in a board's lanes.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get my account settings
Read
Get account settings.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get Planning Increment Card Counts
Read
Get card counts and sizes for planning increments on a board. Returns counts per planning increment plus an unplanned bucket for cards not assigned to any PI.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get recent card activity
Read
Get card activity.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get taskboard lanes for a card
Read
Get taskboard lanes for a card.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get the list of board filters
Read
Get a list of board filters for a board.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get the list of card automations for a board
Read
Get the list of card automations for a board.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get the requesting user
Read
Returns data for the requesting user.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get the requesting user's assigned or subscribed cards
Read
Returns cards to which that the requesting user is either assigned or subscribed.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get the requesting user's favorite and most recently accessed boards
Read
Returns a list of the requesting user's favorite and most recently accessed boards. It will return alphabetically-sorted favorite boards first and then recently accessed boards ordered by access date. The list will have a maximum of 10 results.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get the status of cards in an increment
Read
Enumerates the total number of cards and the number of blocked cards in the increment by status category.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Get user's card scoring for a board
Read
Get the current state of the user's card scoring for a board.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Initiate a board-level custom event
Write
Trigger a custom event for a board. This allows you to execute automations based on something happening outside of your board. For a board-level custom event, the criteria on the automation is used to identify matching cards (this is similar to how scheduled automations run) and the automation is...
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Initiate a card-level custom event
Write
Triggering custom events from this API, allows you to execute automations based on something happening outside of your board. For a card-level custom event, any automations that have the custom event type and match the event name will be executed, as long as all of the other criteria on the...
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
List all boards
Read
List all boards.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
List assigned users on a board
Read
List top 50 assigned users on a board. Only assignments to cards on the board or recent archive are counted. If more than 50 users have assigned cards, those with the fewest assignments will be excluded. Return values are sorted first by assignment count, then by full name.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
List board levels
Read
List board levels.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
List board templates
Read
List the board templates grouped by category. These include global templates and templates created by your organization.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
List board users
Read
List board users and roles.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
List card faces
Read
Get cards on a board.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
List parent cards
Read
Get parent cards on a board.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
Move a card
Write
This API has a number of uses:
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove subteams from a team
Write
Remove directly assigned subteams from a team. Any permissions granted to the subteams and their members through membership in the parent team are removed.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove users from a team
Write
Remove users from a team. This will only work with direct assignments, it will not remove a user that is part of the team via their assignment to a subteam. Any permissions granted to the user as a member of the team are removed.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Rename or merge tags on a board
Write
Rename or merge tags on a board.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Unarchive a board
Write
Restore a board from the board archive.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a board filter
Write
Update a board filter
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a board's layout
Write
Update a board's layout by replacing the entire layout object.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a card
Write
Update a card's fields. This endpoint supports ISO 6902 JSON Patch. Concurrency checks are implemented via a version number that may be specified either in an x-lk-resource-version header or in a json patch test operation against path /version in the body. If no version number is specified, the...
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a card type
Write
Update a card type on a board.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a comment
Write
Update a comment.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a custom field
Write
Add, update, or remove custom fields on a board by providing an array of operations to perform.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a custom icon
Write
Update a custom icon on a board.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a lane
Write
Update a lane.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a team
Write
Update a team. The team title, the team description and the enabled status can be updated.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a user
Write
Update an existing user.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update an existing planning increment
Write
Update an existing planning increment.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update an existing planning series
Write
Update an existing planning series.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update board roles
Write
Create or update board roles for multiple users.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update board settings
Write
Update the settings of a board.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update dependencies
Write
Update dependencies
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update the requesting user
Write
Update the requesting user.
Permissions and limits
Account permissions
An AgilePlace API token for a user with access to the board, card or account area the call names
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Planview AgilePlace (LeanKit). A saved workflow is not a completed provider action.
Issues & Projects ยท CONNECTION
