Your first days

Short & sweet "How to" articles explaining the basics.

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10 articles in this collection
Written by Johnathan and Graeme McRae

How do I print or export a flow

Export or print a completed or in-progress flow

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.

Written by Johnathan
Updated over a week ago

How do I complete a step?

Use the To Do view to work on the current step.

Written by Johnathan
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.

Written by Johnathan
Updated over a week ago

Upskilling

How to Comment on a flow

How to Comment and Mention on a flow

Written by Graeme McRae
Updated over a week ago

What are email notifications?

Stay up-to-date on flows you are involved in.

Written by Graeme McRae
Updated over a week ago

How do I prompt someone to complete a step?

Learn how to use Nudge.

Written by Graeme McRae
Updated over a week ago

Flow Master

Bulk start with on behalf

Written by Graeme McRae
Updated over a week ago

How do I run a report?

Report on in-progress, rejected & completed flows.

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

Written by Graeme McRae
Updated over a week ago