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Step Types Overview

Written by Devon Page

Every map starts with a trigger, then continues with a series of steps. These step types and their fields are the same whether you are working in FixFlow or Canvas.

  • Trigger: either a person taking an action (task) or something that happens independently of a person (event) to start the workflow.

  • Manual Action: a step carried out by a person.

  • Automated Action: a step carried out by a system or tool.

  • Approval: a step that requires sign off before the workflow can continue.

  • Meeting: time spent in a meeting as part of the process.

  • Delay: waiting time that is not active work.

  • Decision Branching: a point where the process splits into two or more paths.

  • End Step: where a path through the workflow completes.

See the individual article for each step type for the full list of fields you can fill in.

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