Complete the Integrations Stage

Use Playbook stage Integrations to capture connected systems, manage setup/testing checklist items, and sync those items into Company Tracker milestones and actions.

Where: Mission Control → W.A.T. Implementations → Implementation Playbook → Integrations
Route: /missioncontrol/implementations/playbook (stage Integrations)

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Steps in this stage

Step	Title	What you do
1	Why integrations matter	Review coordination guidance; Next marks reviewed
2	Track integrations and setup items	Add integrations and checklist items under each
3	Review and sync milestone actions	Sync checklist work into Company Tracker; finish with Complete integrations

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Step 1 — Why integrations matter

1. Review what the stage covers, expectations, and coordination checkpoints.
2. Click Next.

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Step 2 — Track integrations and setup items

1. Open the starter list accordion and add known integrations (click a name; already-added rows show as Added …).
2. Or under Add custom integration, enter category + integration name and click Add.
3. Under Tracked integrations, expand each integration.
4. Add setup/testing checklist items for that integration (empty state: No checklist items yet.).
5. Delete an integration only if it should not be tracked (trash on the row).
6. Click Next when the tracker reflects the real integration set.

Checklist items here are the source used to generate milestones/actions in Step 3.

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Step 3 — Review and sync milestone actions

1. Review the sync summary (counts of items ready to push).
2. Click Sync (Syncing... while running) to create/update Company Tracker milestones and actions from selected integration checklist items.
3. Use Refresh after you change linked work in Company Tracker.
4. Click Complete integrations when the sync plan is accepted.

Continue with Complete the Testing & Training stage. Day-to-day action execution stays in Manage companies, milestones, and actions.