Prove a feature works and export its trace

Make a frozen proof of a feature - steps verified, cards and sign-offs - share it by link, and read its full trace on screen or download it as Excel or Word.

In short

"Prove it" freezes a feature as it is now: how many steps are verified, the plan's cards, the sign-offs and approvals - in counts only, with a fingerprint. Share it with a link, copy it as Markdown or print it. The trace is the full list behind it: every step with its card, tests, results, release and signed version. Read it on screen under Review › Trace, or download it.

Before you start

Who: only people who manage the design share proof links.
Plan: Designer is part of every plan, Free included. The Free plan limits how many designs a workspace keeps; Plan & usage shows the limit and what you hold.
First: make the plan so steps have cards and tests (see /help/designer/create-the-plan).

Steps

Open the workflow, choose "Review" and then "Sign-off and proof".
Under "Prove it", press "Make a proof".
Read the line, such as "7 of 12 steps verified · 1 failing · 2 never tested".
Press "Share link" to make a link (it is copied), "Copy Markdown", or "Print".

Under "Trace", press "Download as Excel" or "Download as Word".

Result: the proof page shows the figures, sign-offs by role and the fingerprint; the trace file is named after the design.

Open the workflow, choose "Review" and then "Trace".
Read each step's "Requirements", "Card", "Tests" and "Result": "Verified", "Failing", "Passes on a mock" or "Never tested". The line above the table names the version and whether it is signed off.
Type in "Find a step or a requirement ID" and press Enter. A long workflow comes 50 steps to a page.
Press a row to show its step on the canvas, or its card to open it on its board. Press "Download the workbook" to keep the trace as Excel.

Good to know

"Fingerprint matches" says the proof was not changed after it was made.
A step that passes only on the mock is counted apart and never as verified.
Records you cannot open are counted in the trace, never named.
Only people who manage the design share proof links. "Revoke link" stops a link at once.
What happens next: the proof is frozen and fingerprinted; making another later never changes the first. "Revoke link" stops a link at once.
"Open the traceability in API Tester" shows in the trace when the plan made an API Tester project.
The trace on screen covers a workflow of any size; the downloaded workbook stops at 500 steps.

If something goes wrong

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Every step is "never tested": the plan has no tests yet, or they have not run. See /help/designer/create-the-plan.