Flows provide structured learning pathways through your Waybook documents for team members to follow. Enabling the ability to create customer onboarding and training flows to ensure knowledge is consumed in an optimal order.
This can improve learning outcomes by presenting information in a coherent and organized manner. Read on to learn more ✨
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
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:
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
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.
Benefits of Flows
For new team members, Flows can streamline the onboarding process by guiding them through essential documents that exist within your Waybook with the addition of specific flow tasks that you can create to complete the onboarding process. This reduces the time and effort required for trainers or managers to individually direct new hires.
Flows help maintain consistency in training and onboarding processes across different team members or departments.
Multiple flows can be created to ensure a custom pathway of documents and tasks and associated deadlines to ensure that key information is not overlooked for different roles across the organization.
By tracking Flows in reports, managers can monitor progress and identify any bottlenecks or areas where additional support may be needed. This allows for better oversight and management of the learning process.