Operational Punch List

Hit Copy, then paste it anywhere — email, text, Teams, a printout.

They come off the roster and out of the usage log. Every item they own goes to Unassigned and lands in the "Needs an Owner" queue on the Overview tab until somebody re-assigns it. Their name stays in item note history — that record doesn't get erased.

You've been on this board 15 minutes. The statuses on your screen are only as fresh as when you opened it — refreshing pulls in everything the team has updated since. One tap, right back where you were.

They'll be added to the roster for everyone — usable as an owner and for login.

It moves to the Deleted Items tracker on the Overview tab — logged with your name and the time. It can be restored.

Every change on this board carries a name. Status changes, notes, edits, and deletes are all logged with who made them and when. Select your name to continue — no name, no changes.

1 · Set your name first. The bar under the tabs asks whose hands are on the board. Every note, status change, edit, and delete carries your name and a timestamp. No name, no changes.

2 · Find your lane. Tabs across the top: FMC Dealer (Ford programs and enrollments), Reynolds (DMS setup), Vendors (third parties), Facilities & IT, and People & HR. Inside each tab, items are grouped by department — use the department and status chips to filter.

3 · Work your items. The colored pill on each item is the status: Not Started In Process Blocked Completed. Click it to change it. Owner and ETA are editable right on the row — a red ETA means it's past due.

4 · Post status notes. Click Notes on any item to see its full history and add an update: what moved, what's blocking, who's on it. Status, ETA, owner, and title changes log themselves automatically.

5 · Add what's missing. Nothing too small, nothing too big. If it's not right at MCF and it's not on the board, hit + Add Item on the tab where it belongs.

6 · Edit and delete. The ✎ button renames an item; the ✕ button removes one that doesn't apply. Deletes are never erased — they move to the Deleted Items tracker at the bottom of the Overview tab with your name, the time, and your reason. Anything deleted can be restored with one click.

7 · Open fresh, every time. Close the board and reopen it each time you use it. A window left open all day shows stale statuses, and updating from it can write over somebody else's work. Open fresh → update → close.

8 · Check the Overview daily. Clear the Path shows every blocked item — those get worked first. Past ETA shows what's late. The header bar answers one question: are we operational yet?