How to create your own flow
Modified 4 years ago
Neil
Kissflow is built for team leaders who want to handle any kind of work that comes their way. We specialize in work that moves, so every module inside Kissflow is called a flow. There are five types of flows you can choose from.
- Channels are streams where you can have discussions and share ideas about work.
- Projects are workflows where the team has full visibility and control as an item moves from Not Started to Done.
- Cases are similar to projects because they keep the user in control, but can have multiple resolution states at each step.
- Processes are automated workflows where you can program the system to know what should happen next in the workflow.
- Datasets are like spreadsheets for keeping records. They are often useful when you want to refer to that data in other flows.
For more help in choosing the right flow, see this article.
When you want to create a flow, click the Create Flow button. This leads you to the Kissflow Marketplace, where you can find lots of pre-built templates for datasets, projects, cases, and processes. Click Create from scratch to start any new flow, like a channel. Or, you can choose one of the pre-built templates. To install a template, just click the Install button and it will be loaded onto your account. All the templates are free.
You'll get a chance to name the flow after you create it. Flow names can be a maximum of 80 characters. Different flows cannot have the same name. For example, you cannot have a process and a channel both called Marketing.
Processes, cases, and projects all have a form and a workflow. The form is the payload that carries the data through a series of steps called the workflow.
In processes, you can click Edit Process to create both the form and the workflow. Processes also allow you to manage the permissions for what data is seen at different steps in the workflow.
Processes have the ability to add integrations like webhooks and connections to other tools as well as sending custom emails. You can also generate reports on your processes.
In cases and projects, you create the form by clicking Edit Form and adding as many fields as you need. The workflow is made by adding steps to the visual board. In cases, you can also add multiple resolutions.
When you create a new flow, you become the Flow Admin. This means that you can control the sharing and security settings for it and assign other Flow Admins as well.
