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Your first days
Your first days
Short & sweet "How to" articles explaining the basics.
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10 articles in this collection
Written by
Graeme McRae
How do I print or export a flow
Export or print a completed or in-progress flow
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Written by
Graeme McRae
Updated over a week ago
Starting out
How do I start a flow?
Select Start Flows on the left-hand side menu.
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Written by
Graeme McRae
Updated over a week ago
How do I complete a step?
Use the To Do view to work on the current step.
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Written by
Graeme McRae
Updated over a week ago
How do I participate in or view flows I started or am involved in?
The Flows I'm In view provides a complete view of all flows you are involved in.
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Written by
Graeme McRae
Updated over a week ago
Upskilling
How to Comment on a flow
How to Comment and Mention on a flow
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Written by
Graeme McRae
Updated over a week ago
What are email notifications?
Stay up-to-date on flows you are involved in.
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Written by
Graeme McRae
Updated over a week ago
How do I prompt someone to complete a step?
Learn how to use Nudge.
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Written by
Graeme McRae
Updated over a week ago
Flow Master
Bulk start with on behalf
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Written by
Graeme McRae
Updated over a week ago
How do I run a report?
Report on in-progress, rejected & completed flows.
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Written by
Graeme McRae
Updated over a week ago
How do I filter & export reports?
Easily find what you're looking for and discover actionable insights
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Written by
Graeme McRae
Updated over a week ago