> For the complete documentation index, see [llms.txt](https://help.transform.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.transform.ai/administration/draft-backlog-no-icon-or-emoji.md).

# Draft backlog (no icon or emoji)

Use this page as a working backlog.

**Rule:** if a page has no emoji and no icon, treat it as **Draft**.

When a page is ready:

1. Add an emoji or icon.
2. Flip the page status from Draft → Published.
3. Remove it from this list.

<details>

<summary>Getting Started</summary>

* [First Steps Tutorials](/getting-started/first-steps-tutorials.md)
  * [Tutorial: Creating an Organization and Project](/getting-started/tutorial-creating-an-organization-and-project.md)
  * [Tutorial: Set Up a First Blueprint](/getting-started/tutorial-set-up-a-first-blueprint.md)
  * [Tutorial: Creating a First Transformation](/getting-started/tutorial-creating-a-first-transformation.md)
  * [Tutorial: Using Meeting Notetaker and Console](/getting-started/tutorial-using-meeting-notetaker-and-console.md)
  * [Tutorial: Using Analytics Dashboards](/getting-started/tutorial-using-analytics-dashboards.md)

</details>

<details>

<summary>Organizations and Projects</summary>

* [Understanding Organizations and Projects](/organizations-and-projects/understanding-organizations-and-projects.md)
  * [Organizations](/organizations-and-projects/organizations.md)
    * [Organization Settings and Management](/organizations-and-projects/organization-settings-and-management.md)
  * [Projects](/organizations-and-projects/projects.md)
    * [Create Projects and the Details Page](/organizations-and-projects/create-projects-and-the-details-page.md)
    * [Project Structure and Hierarchy](/organizations-and-projects/project-structure-and-hierarchy.md)
  * [Team Management](/organizations-and-projects/team-management.md)
    * [Add Teammates](/organizations-and-projects/add-teammates.md)
    * [User Roles and Permissions](/organizations-and-projects/user-roles-and-permissions.md)

</details>

<details>

<summary>Blueprints</summary>

* [Blueprint Fundamentals](/blueprints/blueprint-fundamentals.md)
  * [What Are Blueprints?](/blueprints/blueprint-fundamentals/what-are-blueprints.md)
* [Creating Blueprints](/blueprints/creating-blueprints.md)
  * [Process Hierarchy](/blueprints/creating-blueprints/process-hierarchy.md)
* [Systems Management](/blueprints/systems-management.md)
  * [System Types](/blueprints/systems-management/system-types.md)
* [Segmentation](/blueprints/segmentation.md)
  * (Deleted) Create Segment Types
  * (Deleted) Create Segments

</details>

<details>

<summary>Transformations</summary>

* [Working with Transformations](/transformations/working-with-transformations.md)
  * [Requirements Management](/transformations/requirements-management.md)
    * [Requirements Modification](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/HcYLT9SmeSaG9n4sONUV)
    * [Requirements Rejection](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/CI7ucIjNujG2xOXdIysR)
    * [Requirements View](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/QR0fVrW7c9VC3nJnm0Pe)
    * [Audit Trail](/transformations/audit-trail.md)
    * [Dependencies and Relationships](/transformations/dependencies-and-relationships.md)
      * [Creating Dependencies Between Requirements](/transformations/creating-dependencies-between-requirements.md)
      * [Viewing Dependency Chains](/transformations/viewing-dependency-chains.md)
      * [Managing Blocked Items](/transformations/managing-blocked-items.md)
  * [Task Management](/transformations/task-management.md)
    * [Task Views and Organization](/transformations/task-views-and-organization.md)
    * [Task Dependencies](/transformations/task-dependencies.md)
    * [Task Status Tracking](/transformations/task-status-tracking.md)
  * [Testing](/transformations/testing.md)
    * [Create Test Cases](/transformations/create-test-cases.md)
    * [Test Organization and Views](/transformations/test-organization-and-views.md)
    * [Linking Tests to Requirements](/transformations/linking-tests-to-requirements.md)
  * [Statuses](/transformations/statuses.md)
    * [Status Types and Meanings](/transformations/status-types-and-meanings.md)
    * [Custom Status Creation](/transformations/custom-status-creation.md)

</details>

<details>

<summary>AI</summary>

* [How AI Powers Transform](/ai/how-ai-powers-transform.md)
  * [Meeting Notetaker](/ai/meeting-notetaker.md)
    * [Setting Up Meeting Notetaker](/ai/setting-up-meeting-notetaker.md)
    * [Capturing Meetings Automatically](/ai/capturing-meetings-automatically.md)
    * [Reviewing Meeting Summaries](/ai/reviewing-meeting-summaries.md)
    * [Converting Meeting Notes to Requirements](/ai/converting-meeting-notes-to-requirements.md)
    * [Managing Meeting History](/ai/managing-meeting-history.md)
  * [Console AI Search](/ai/console-ai-search.md)
    * [Using Console for Natural Language Search](/ai/using-console-for-natural-language-search.md)
    * [Searching Across All Project Data](/ai/searching-across-all-project-data.md)
    * [Finding Decisions and Approvals](/ai/finding-decisions-and-approvals.md)
    * [Console Search Tips and Examples](/ai/console-search-tips-and-examples.md)
  * [Knowledge Management](/ai/knowledge-management.md)

</details>

<details>

<summary>Collaboration and Automation</summary>

* [Collaborating in Transform](/collaboration-and-automation/collaborating-in-transform.md)
  * [Communication](/collaboration-and-automation/communication.md)
    * [Following and Watching Items](/collaboration-and-automation/following-and-watching-items.md)
    * [Team Communication Tips](/collaboration-and-automation/team-communication-tips.md)
  * [Notifications](/collaboration-and-automation/notifications.md)
  * [Activity Tracking](/collaboration-and-automation/activity-tracking.md)
    * [Understanding Activity Feeds](/collaboration-and-automation/understanding-activity-feeds.md)
    * [Audit Trail and Compliance](/collaboration-and-automation/audit-trail-and-compliance.md)
    * [Tracking Changes and Decisions](/collaboration-and-automation/tracking-changes-and-decisions.md)

</details>

<details>

<summary>Analytics</summary>

* [Dashboards](/analytics/dashboards.md)
  * [Creating Custom Dashboards](/analytics/creating-custom-dashboards.md)
  * [Dashboard Widgets](/analytics/dashboard-widgets.md)

</details>

<details>

<summary>Administration</summary>

* [Account Configuration](/administration/account-configuration.md)
  * [Settings](/administration/settings.md)
  * [Connectors](/administration/connectors.md)
  * [Custom Fields](/administration/custom-fields.md)

</details>

<details>

<summary>User Settings</summary>

* [Personalizing the Experience](/user-settings/personalizing-the-experience.md)
  * [My Profile](/user-settings/my-profile.md)
  * [Appearance](/user-settings/appearance.md)
  * [Language](/user-settings/language.md)

</details>

<details>

<summary>Artifacts</summary>

* [What Are Artifacts?](/artifacts/what-are-artifacts.md)
* [Creating Artifacts](/artifacts/creating-artifacts.md)
  * [At Account Level](/artifacts/at-account-level.md)
  * [At Project Level](/artifacts/at-project-level.md)
* [Quick Notes](/artifacts/quick-notes.md)
  * [Creating Quick Notes](/artifacts/creating-quick-notes.md)

</details>

<details>

<summary>API and Development</summary>

* [Developer Resources](/api-and-development/developer-resources.md)
  * [API Tokens](/api-and-development/api-tokens.md)
    * [Creating and Managing API Tokens](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/VgESexutegs3dEjn4t5T)
  * [Console](/ai/console.md)
    * [Console Overview and Access](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/IHr5D4941EfyTqBdCYqy)
    * [Console Features and Capabilities](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/f6mM0HdSZi2Fc8RoDp6F)

</details>

<details>

<summary>Integrations</summary>

* [Connecting Tools](/integrations/connecting-your-tools.md)
  * [Business Tools](/integrations/business-tools.md)
  * [Data & Analytics](/integrations/data-and-analytics.md)
  * [Data Sources](/integrations/data-sources.md)

</details>

<details>

<summary>Troubleshooting</summary>

* [Getting Help](/troubleshooting/getting-help.md)
  * [Connectivity Issues](/troubleshooting/connectivity-issues.md)
  * [Performance Optimization](/troubleshooting/performance-optimization.md)
  * [Common Issues](/troubleshooting/common-issues.md)
  * [Error Messages](/troubleshooting/error-messages.md)
  * [Data Quality Issues](/troubleshooting/data-quality-issues.md)

</details>

<details>

<summary>Account and Billing</summary>

* [Account and Billing](/account-and-billing/account-and-billing.md)
  * [Plans & Pricing](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/324eqnEKAkp5tc5nlPBA)
  * [Account Management](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/a94LDZtBOMRslzGzNKPN)
  * [Team and Account Management](/account-and-billing/team-and-account-management.md)
  * [Security & Compliance](/account-and-billing/security-and-compliance.md)

</details>

<details>

<summary>Coming Soon</summary>

* [Automation](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/anVX6ZiBLn8QSh77tQU2)
  * [Understanding Automation in Transform](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/xnlDLpUnun75EXESXcps)
    * [Automation Concepts](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/Gf8V0ucqYpnjxBe0Aiv1)
    * [Creating Automations](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/8cV7AEhxUsCTDWohkWEN)
    * [Monitoring Automations](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/67Sr7Hbs4WAYzbOylSum)
* [Deliverables](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/gvA0hkMY7aTjLtD2sFb6)
  * [Understanding Auto-Generated Deliverables](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/n9iA1NExugdu39CTnmJE)
    * [Document Generation](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/fuiYuoPlxxwIL3c1JMl8)
      * [Auto-Generating BRDs (Business Requirements Documents)](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/nrvhOXw4iCCcYDQSh4S4)
      * [Creating SOWs (Statements of Work)](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/JsyXb58aJUDW5akgmuod)
      * [Generating Test Plans](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/uiE2ZfiwjTPGU2IHpOdf)
      * [Creating UAT Scripts](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/KpLDJe6CcQkjfPewVxxF)
      * [Generating Traceability Matrices](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/XERZlOisYRxEziJVQ93S)
    * [Document Management](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/aWzciUJD6CHwUcK7Mb0u)
      * [Regenerating Documents After Scope Changes](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/jvhla0ZiOitWRYJjxBpx)
      * [Document Templates and Customization](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/jTAaPGHIlGLksAalI6wK)
      * [Version Control for Deliverables](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/mXJTkAQIpU1lugQ4tktj)
      * [Exporting and Sharing Documents](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/Lxs5cIie3XP56M5KL9Fk)
* [Transformations](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/EbOCwfIdqlK2RYaM8cm5)
  * [Advanced Dependency Features](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/MmAnbhUBuTb4yKa9jUSN)
  * [Test Execution and Cycles](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/FLWAxywRHXZYc3SnGprT)
  * [UAT Process Management](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/4nHN8pr74jvVItctJR8U)
  * [Test Coverage Analysis](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/X4LS1iyHOzXlenJzVWUO)
  * [Status Workflows](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/VaWVMBXiUzQncivKCwFH)
* [Analytics](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/C80Q5QJAPOm1CH4PR5HN)
  * [Standard Report Types](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/sm3YCUGjmAzfSzDsyExl)
  * [Custom Report Creation](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/quUR3YHCBOHN2xkz4Xdn)
  * [Stakeholder Reporting](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/p5CrHU8jECG1mJyAstBs)
  * [Executive Dashboards](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/whVJCzpaitrk6brLNIhm)
  * [Progress and Status Reports](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/z7xb0iyDXCMQEQTS3ce8)
* [Knowledge Management](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/cMwViY1tJFdOXZj6xu8g)
  * [Replay: Project History and Continuity](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/TtM2uXjGSsZCiJQX2iDH)
    * [Understanding Replay](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/WGqXtvKEcMxQy1bM1QVv)
    * [Using Replay for Onboarding](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/jLw3TCqrdgwfBUKNaKbu)
    * [Catching Up on Missed Context](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/n5kc2pVMM4lxCMit5V2f)
    * [Replay for Executive Summaries](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/hdF7BGdHvzYeCGREThbn)

</details>

<details>

<summary>What’s New</summary>

* [Product Roadmap](broken://spaces/bO5MkvlsUXaVsGsjqKWy/pages/cHg6ciKCLu5wkeSwJce5)

</details>


---

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