How to use Step & Section Information Sidebars in Puzzle - Best Practices & Tips

Maximize the potential of Puzzle’s Step & Section Information Sidebars! In this video, we cover best practices for using the sidebar "Information" tab to keep your process data organized and accessible. Learn how to update Step Status, Type, Roles, and Tools, and add valuable context like Looms and Scribes directly in the sidebar-without ever leaving Puzzle.
Empower your team with structured data, shared visibility, and easy access to essential information, helping them make informed decisions independently. Perfect for process managers, team leads, and anyone aiming to optimize workflow transparency.
Key Takeaways:
1. Best practices for using the sidebar Information tab in Puzzle
2. How to keep Step Status, Type, Roles, and Tools up-to-date
3. Tips for embedding resources and context directly into your processes
Boost team visibility and efficiency with Puzzle: www.puzzleapp.io