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Build pathways for your team with Flows
Build pathways for your team with Flows

Learn more about how you can direct your team through onboarding and learning flows in Waybook

Elle avatar
Written by Elle
Updated this week

We're excited to introduce you to Flows in Waybook ✨

Direct your team members through your content by creating specific pathways for onboarding, learning, and more using your documents.

How to create a Flow

To create a pathway for your team members, follow these steps:

  1. In edit mode, select Flows in the left-hand menu

  2. Press the + Create Flow button in the top-right corner

  3. Give your Flow a name and add a brief description for your team

  4. Add documents to your Flow and rearrange them into the order you want your team to complete them in

  5. Make sure all of your documents are published so they're visible to your team

  6. Go to your Flow's access settings and add member groups or specific members

  7. When you're ready, activate your Flow and share it with your team

We do suggest keeping your Flows to a reasonable length as they are designed to support onboarding new content or training. Please remember that if the content is not in a Flow but assigned to a member they will still be prompted to complete it.

Setting a deadline on a Flow

You can set due dates on all of your Waybook documents, including your Flows. To set the cadence for your team to work through your Flows, follow these steps:

  1. In your Flow Builder, open the Flow you want to update

  2. Turn on the Enabled Deadlines setting

  3. Set how many days, months, or years your team members have to complete each document within the Flow once they have access to it

    • You can use the arrows to bulk-update deadlines above and below a document within the list

We'll automatically save these changes and apply them to all team members with access to this Flow in your Waybook.

Enabling Forced Order

You can also ensure that people are following the set order of the Flow by enabling forced order.

  1. Open the Flow you want to update within the Flow Builder

  2. Toggle on the Forced Order

  3. Once on members will have to navigate through the Flow in order and will not be allowed to jump ahead or skip uncompleted documents.

If you have any questions about creating a Flow or need some support, get in touch with the Waybook success team today

Adding Task to Flows

Enhance your workflow by seamlessly integrating tasks such as booking meetings or setting up email signatures directly into your flows. This option streamlines your process, allowing you to efficiently manage your tasks without switching between multiple platforms.

To add a task, select add a task instead of add a document. Give it a title and add any links or information to support the completion of a task.

By incorporating tasks into your flows, you can maintain a cohesive and organized approach to your projects. Plus, with tasks tracked alongside your regular flows in reports, you'll have comprehensive insights into your team's productivity.

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