Creating new Flows

Creating new Flows is very simple!

1. Go into "Settings" (cogwheel at the top right corner of the app)
2. Click on the Flows tab
3. Press the "+" button
4. Fill in all relevant information
   1. Custom Label (Required): This is the name of the Flow - Make it short and obvious
   2. Normalised Type (Required): This is for us to start benchmarking your speed across your org - Contact us if some are missing. If this is the case, choose "Others" in the meantime.
   3. Category (Required): The category this Flow belong to
   4. Task Weight: Set at 10 by default - Keep all weight on the scale, e.g. from 1 to 10. 1 being really easy, 10 really hard.
   5. Default Task Assignment: This is how you pre-assigned specific Flows to specific internal stakeholders 
   6. Department: If the task are assigned to a Department instead of a single stakeholder - Leave blank if irrelevant
   7. Legal Type: Click this box if this Flow is managed by your Legal team - Leave blank if irrelevant
   8. Client Visible: Click this box if this Flow need to appear in the client-facing Mutual Action Plan
   9. Colour: Select the desired colour to appear in the Gant Chartt - This is only visible internally
   10. Side: Select which side this Flow is usually executed on:
       1. Internal: This flow is purely internal
       2. Shared: This flow is shared between internal and external stakeholders - This is typically used when a document needs reviewing
       3. External: This flow is purely external