This article explains what flows, processes and tasks are and how they relate to each other.
Updated January 6, 2025
Flows
A flow is a task list that organizes procedures on a per-employee basis. In the flow screen below, you can view a list of ongoing and completed employee procedures. The colored icons found in the flow list or detailed flow view represent each process in the established order. By clicking on an employee, you can access detailed information about their flow.
Processes & Tasks
A process is a higher-level category that consolidates tasks displayed within a flow.
*The areas highlighted in red below are referred to as processes.
The process displays a list of tasks along with the number of remaining tasks to be completed.
How to Add or Modify Processes
You can add a new process by clicking the “+” button next to the row of process icons. To modify an existing process name, click the “︙” icon next to the process name. Enter the new "Process Name," select an "Icon," and provide a "Description" as needed. Finally, click "Save" to complete the process.
Regarding "AI Icon"
The process icons within flow templates and flows can be automatically selected and set by AI based on the text entered in the process title. By clicking the "AI Icon," you can choose from a selection of 30 different icons.
*Please note that this feature is currently in beta development. Changes to specifications may occur periodically, and we appreciate your understanding as we work towards enhancing its accuracy and functionality.
Formatting the Process Description
You can format the text within the "Description" field to enhance clarity and presentation.
To add headings or bullet lists, select "Normal Text" to make your choice.
To make text bold, select the "B" icon; for italic text, choose the "I" icon; and to underline text, click the "U" icon.
When a URL is added, it will automatically be converted into a clickable link.
To hyperlink text, select the desired text and click on the link icon. In the URL input popup, enter the URL and click the check icon to save your changes.
To add an image, click the image icon and select the file of the image you wish to upload.
To resize an image, click and drag one of the corners to adjust it to your desired height or width.
To delete an image, simply click on the image and press the Backspace or "Delete" key on your keyboard.
Formatting Shortcuts
To automatically convert text into the specified format, simply add a space after the symbols listed below in your description.
- Headings (H1, etc.)：
# - List：
- - Quotation：
>
Rearranging Processes: Task List
To rearrange a process group directly from the task list, click and hold the process title.
Drag the process title to the area below the last task of the process group where you want to move it, and a green line will appear to indicate the new position.
Release the mouse click to finalize the movement of the process.
Rearranging Processes: Process Icons
Hover your mouse over the icon of the process you wish to move.
Click and hold the icon while dragging it to your desired position, then release the mouse click to move the process.
The process will be relocated successfully.
