Last updated: August 8, 2025
| User Roles That Can Access This Feature | ||||||
| Owner | Standard Admin | Template Admin | Flow Admin | Task Admin | Guest | General |
| ○ | ○ | ○ | × | × | × | × |
What is a flow chart?
A flow chart allows you to visually display and manage the processes and tasks of a flow template through an intuitive interface. You can add or rearrange processes and tasks using drag-and-drop.
Access a flow chart
Open the relevant flow template and click the chart icon in the upper right corner of the details screen to switch to the flow chart view.
To return to the list view, click the list icon.
Manage a flow chart
View Controls
| Zoom In | Use “Ctrl” or “Cmd” + scroll down with the mouse wheel, double right-click the mouse, or click the “+” icon in the lower right corner. |
| Zoom Out | Use “Ctrl” or “Cmd” + scroll up with the mouse wheel, or click the “−” icon in the lower right corner. |
| Pan the Screen | Right-click and hold on an empty area, then drag in your desired direction. |
| Recenter the Screen | Square icon in the lower right corner |
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Expanded View |
When you zoom in on the flow chart, detailed information such as due dates and process names for each task is displayed, and you can click any element to edit it directly.
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| Collapsed View |
When the flow chart is sufficiently zoomed out, only the task names and assignees are displayed. Clicking a task will open its details for you to view or edit.
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| Overlay View |
Click the magnifying glass icon in the upper right corner to open an overlay that displays two different areas of the chart simultaneously.
You can adjust the view within the overlay window by clicking and dragging, and tasks can also be edited directly inside the overlay.
To close the overlay, click the minimize icon in the overlay window.
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Viewing, Adding, and Deleting Processes
| ① | Click a process name to display options for “Details” or “Delete.” |
| ② |
Click “Add Process” to open the add process screen. *Note: Each process has its own color for task cards. |
Task Management
Viewing and Editing Tasks
In Expanded View
| 1. Task Name |
Hover over the task to display the pencil icon, then click it to edit the task title.
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| 2. Process Name |
Click the process name and use the dropdown to change it.
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| 3. Assignee |
Click the assignee icon to open the assignee selection pop-up.
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| 4. Due Date |
Click the calendar icon or the due date text to open the due date settings pop-up.
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| 5. Other Options |
Click the three-dot menu to access options for “Details,” “Copy Link,” and “Delete.”
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In Collapsed View
Click the task card you want to view or edit to display the task details.
Moving Tasks
Important Notes
- The position and order of tasks in the flow chart view do not affect their position or order in the list view.
- A task’s process cannot be changed by drag-and-drop; it must be edited manually.
To move a task, left-click and hold the task, then drag it to the desired position within the flow chart. Release the mouse to place the task in its new location.
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Adding Tasks
Zoom in on the task where you want to add a new task, then click it to display the green “+” icons to the right and below the task.
When using the lower “+” icon
Click the lower “+” icon to add a new blank task from the same process below the current task in the chart.
Set the new task name, assignee, and due date as needed, then click the “Save” button. *Note: When adding a task from a flow card, you’ll need to specify the process.
When using the right “+” icon
Click the right “+” icon to add a new blank task from the same process to the right of the current task in the chart.
Set the new task name, assignee, and due date as needed, then click the “Save” button. *Note: When adding a task from a flow card, be sure to specify the process.
If you want to merge branched tasks back into a single task
Click the task where you want to add the next task, then click the plus icon.
After adding the new task, click the connector of any other branched tasks and drag it to connect to the newly added task.
The branched tasks will now appear as merged into a single task.
To remove a connection between tasks, click the line you want to delete. When the X icon appears, click it to disconnect the two tasks. *Note: The X icon will not appear if there is only one connecting line between preceding tasks.
Notes
- You cannot create duplicate connections (lines) between the same tasks.
- You cannot set a following task as the parent of a preceding task.