See who a design change reaches and tell them

Before you sync the plan, see which cards, test cases and endpoints a change reaches, who owns them, and announce it.

In short

Once a workflow's plan is made, a change to the workflow reaches cards, test cases and endpoints. A line under the toolbar says what, for example "2 cards change, 3 test cases change, sign-off is voided; owned by Ann, Bob and 2 more". A save tells nobody. Only announce or sync does.

Before you start

Who: anyone who can open the workflow reads what a change reaches. Announce needs Edit.
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; the line appears only when the workflow has one.

Steps

Change the workflow. A few seconds after you save it, a number on "Create the plan" in the toolbar counts the changes it reaches.
Press "Create the plan". Under "What syncing changes", press "Show what" to see each card, test case and endpoint and how it changes.
Press "Announce" to tell the people this change reaches.
Press "Sync the plan" when you want the cards and tests updated.

Result: "Announced to the people this change reaches", and "Last announced" shows when.

Good to know

"Sync the plan" updates only what the design owns on the cards and tests. A person's own changes stay, and nothing is deleted.
"The sign-off of version 14 no longer matches the design." means the change voids that sign-off; ask again when you are done.
Announce needs Edit on the workflow.
What happens next: "Announce" tells the people this change reaches; a save tells nobody. "Last announced" shows when.

If something goes wrong

"This change reaches nothing the plan made." - nothing to tell; the plan's cards and tests stay as they are.
"What this change reaches cannot be read now." - try again in a moment.