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:
In edit mode, select Flows in the left-hand menu
Press the + Create Flow button in the top-right corner
Give your Flow a name and add a brief description for your team
Add documents to your Flow and rearrange them into the order you want your team to complete them in
Make sure all of your documents are published so they're visible to your team
Go to your Flow's access settings and add member groups or specific members
When you're ready, activate your Flow and share it with your team
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:
In your Flow Builder, open the Flow you want to update
Turn on the Enabled Deadlines setting
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.
Open the Flow you want to update within the Flow Builder
Toggle on the Forced Order
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
Interested in finding out what's coming to Waybook next? Check out our public roadmap and get in touch with the success team with your feature requests.
Join us every month for our product update webinar to find out what has been released to Waybook and what's coming soon. Register for the webinar here.