The useful starting point
Choose deliberately between browser-only and shared records.
Start with the right information
A local checklist may fit one browser. Shared orders and attendance need a server-side record with appropriate access control.
Put it into practice
Reload the page and try a second authorized session. Check which records are intentionally shared and which belong to one account.
Check before you share
Export before a major change and test recovery. A pleasant confirmation message alone does not establish that data was saved.
Original guidance for this installation. Connected services, available formats and prices are shown in the workspace before you use them.