WorkflowMaps has seven step types. Each one represents a different kind of activity in a workflow. Choosing the right step type matters because it affects how FixFlow analyses the workflow and surfaces findings.
Click the + button between any two steps on the canvas to add a new step and choose its type.
THE SEVEN STEP TYPES
Manual Task
A human does something. This is the most common step type. Around 80% of steps in most workflows will be manual tasks. Use it for anything a person does by hand: sending emails, writing documents, making calls, updating records. See the full article "Manual Task" for detail.
Automated Action
A system or tool does something automatically without a person triggering it each time. A Zapier automation firing, a CRM sending an automated email, a payment processor running a transaction. See "Automated Action" for detail.
Approval Required
The workflow stops until a specific person approves it. Captures who approves, the criteria, a time estimate, and an escalation path if approval is delayed. Approval steps are one of the most common bottleneck sources in any workflow. See "Approval Required" for detail.
Meeting
Multiple people come together. Cost is calculated automatically from duration multiplied by the number of participants and their rates. See "Meeting" for detail.
Delay
A waiting period before the next step can begin. Captures how long the wait is, why it exists, and whether it blocks other work. Delays are often where the most hidden cost sits in a workflow. See "Delay" for detail.
Decision Point
The workflow splits into two or more branches based on a question or condition. Each branch continues independently and ends with its own End Process step. See "Decision Point and Branching" for detail.
End Process
The final outcome of the workflow or a branch. Every workflow and every branch within a workflow should end with an End Process step. See "End Process" for detail.
NAVIGATING STEP TYPES
You can change a step's type after adding it by clicking the step and selecting a different type from the editor panel. Note that some field data may not carry over if the step types are significantly different, so it is best to choose the right type from the start.