Documentation / Usage guide

Home and first steps

Reach the board from Home.

Use the fictional Aurora Page example in a test project. For assistant requests, write in the indicated lead or worker chat. Perform the remaining steps in the panel.

Steps

  1. Open the local panel using Open app and wait for its API check. If connection fails, follow the next chapter before creating records.

  2. On the connected Home, locate Teams, Agents and Boards. Open Boards and check the list heading.

  3. For this example, choose a test project named Aurora Page. Open a chat in your assistant and copy the request below.

Request for the assistant chat
Use Get a Team Lead to prepare an example team for Aurora Page. Confirm the project and path before creating records.

Check the result

The board list opens. An empty list can mean you have yet to create a board.

If the record is missing, clear the section’s filters, check active or archived registration where that control exists, and confirm the correct team, board or task. A connection failure appears as an error and requires a retry.

Open the example screen

Copy the record address from your own panel. Preserve its slug and change only the tab parameters as shown below. The example path describes navigation and needs your actual record.

/app/home

Continue with the next chapter or consult the index. Usage guide index