How-tos

Give a human step an owner and backup

  • Workflow default: select the human step in the editor, choose Who does this step ("Any admin (no one in particular)" otherwise) and optionally Backup. Save.
  • Per delivery: the portal form's People for the human steps.
  • What happens: when the step before finishes, the owner gets a Slack DM and an @mention in the delivery thread, each with Passed / Send back buttons and the PR links (email if they're not on Slack). If nobody acts, the owner is reminded, and later the backup is told and it's posted to the needs-help channel. By default that's after 1 hour and 8 hours; owners and admins change the workspace's times on Settings → Reminders for human steps, and a human step can set its own in the workflow editor (Remind them after / Tell the backup after).
  • To hand it on: Hand to someone else on the delivery card. The new person is told.