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Creating new Playbooks

Creating new Flows is very simple! - Go into "Settings" (cogwheel at the top right corner of the app) - Click on the Playbooks tab - Press the "+" button - Fill in all relevant information - Add a Title - Make it short and self-explanatory. - Choose an average Playbook value - Overtime, Jointflows will calculate the real monetary value of each project. - Description (Required) - Add a short description of what the Playbook usually covers.

Adding Flows to a Playbook

Easy, peasy! - From this window, simply press the "Add task" button to add your Flows in the logical order - Fill in the fields in this specific Order - Left-side of the form - Task name - Task timing - Choose "Offset" if it's the first task - After: Task starts after the reference-task is completed - At the same time as: Task start at the same time as the reference-task - Days offset from project start: The number of days following the start of the playbook this ...

Duplicating Playbooks

It only takes one click! - Go into the "Settings" - Click on the "Playbooks" tab - Select the Playbook you want to Duplicate - Duplicate the Playbook using this button From here you can edit the Playbook to fit your needs.

Gantt chart thumbnail

<br> <br> You're more of a visual person? Me too! Once the Playbook is built. - Click on the "View Project Gantt Chart" at the bottom of the window. A new window will open. - Then click on the "Save Preview" button.