How to add what you do (2 minutes):
1. Pick the tab + find the stage where your work happens (or ＋ Add stage).
2. Tap ＋ Add Card → give the task a short name → Save. That's the whole minimum!
3. If you can: add a short plain-English description (🎤 voice-to-text works — tap the mic on your keyboard), tap who does it, and whether it's manual or automated.
4. Forms: list every form the task uses, then drop all its files in the form's one upload box — select several at once or drag them from a folder window onto the form. We still need both a blank copy and a filled example (John Doe patient · Jane Doe POA · Maria Sanchez caregiver · 1234 Apple St, Honolulu, HI 96819) — each file gets a BLANK / FILLED tag automatically; tap the tag if the guess is wrong. Red box tells you exactly what's still missing. Extra versions for other patient situations? Drop those in too.
5. Attach any old SOPs, Scribe guides, Word docs, screenshots, or paste SharePoint/OneNote links — even if outdated.
6. Card in the wrong stage? Drag it (or use ◀ ▶). Something the page won't let you do? Tab 🎫 Requests → tell Kevin.
Don't overthink it — rough and fast beats perfect. ✅ on a card = "yes, this is how it really works."