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Manage Flows from the overview

The Workflow overview provides a combined view of the flows in the Workflow and allows you to quickly open existing flows or create a new one.

The Flows in the Process section displays all flows included in the current Process.

The same flows are also displayed in the left-hand Process menu, making it easy to move between them.

Flow information

For each flow, the overview displays:

  • Flow name
  • Number of participants
  • Number of interactions
  • Current status

This information helps you understand which flows are being used and whether contributions have been collected.

Open a flow

Select the flow row or the arrow on the right to open the flow.

You can then continue working with the different parts of the flow.

Create a new flow

Select New flow in the Process overview to create a new flow.

You can also select Add flow in the left-hand menu.

Flow status

The status provides a quick indication of the flow’s current state.

Examples displayed in the overview include:

  • Active
  • No contributions

Tip

Use clear names that describe the purpose of each flow or the task participants should complete. This makes the Process overview easier to navigate when it contains several flows.