Setup guide

Follow this complete guide to getting your business running efficient processes on Flowingly

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Written by Colin Little
Updated over a week ago

Flowingly is an easy to use Website for managing and running your business processes. In Flowingly a business can design, run, track and report on its processes using a single platform. This best practice guide is our recommended way to get going!
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1. Invite users who manage processes and staff

Any staff that will complete a step in a process or manage other staff should be invited first. Getting your key staff invited will allow you to assign them steps and make them managers. Learn more.

2. Edit and create new business processes

The heart of Flowingly is the processes you create and publish to your users. Here you can build your library of processes and configure them to include the relevant people or teams. Learn more.

3. Invite everyone at your company

Now it's time to get everyone else on board. Before a user can start a process they need to be invited. Learn more.

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