Quick Start Guide
Go from install to live in 7 steps. Follow along at your own pace.
Choose Your Environment
Pick where to install Delivery Hub. We recommend starting with a Sandbox.
Sandbox (Testing)
Safe environment to explore features. No risk to production data.
Tip: Select "Install for Admins Only" during installation for best results.
Production (Live)
Install directly in your live org. Your team can start using it immediately.
Tip: Select "Install for Admins Only" during installation for best results.
Ticket Flow · Intake → Sync → Auto-Schedule
Once you're live, here's how tickets actually move. Four supported intake paths feed the same WorkItem__c object, the cross-org sync chain replicates them downstream, and Auto-Schedule re-baselines the whole timeline in one click.
External submitters land on /mf or /portal/wi/new. Form POSTs to /api/work-items. WIs land at Status=New for triage.
Delivery Workspace → Ghost Recorder floating form, Kanban + New button, or Voice Notes tab. Native WorkItem__c records.
Reaction emoji on any Slack message creates a WI with the message body as description. Same Status=New intake state.
DeliveryInboundEmailHandler parses subject + body. Replies to WI notification emails post as comments (T-XXXX pattern).
Cross-org sync · how downstream orgs receive tickets
The sync chain is linear: Client Org → Vendor Org → Portal. Each hop writes a SyncItem__c ledger entry and POSTs to the next via an HMAC-signed callout (X-Signature header validated by DeliveryWebhookReceiverApi). Echo suppression via GlobalSourceId stops loops. WL/Comment payloads that arrive before their parent WI go to a Pending queue and drain on arrival.
Detail in the Sync API Guide.
Auto-Schedule · re-baseline the whole timeline
Once tickets are flowing, the Gantt's Auto-Schedule button (release/0.239) runs CPM + capacity leveling client-side, previews every proposed change, and applies the selected deltas through the same audit-pass pipeline as a manual drag. One Submit click, one atomic batch.
Operator walkthroughNeed help? Check the in-app Delivery Guide or reach out.