The People system in WorkflowMaps lets you assign responsibility to each step in a workflow. Knowing who does what is fundamental to identifying bottlenecks, calculating costs, and making delegation or automation recommendations in FixFlow reports.
ADDING PEOPLE
There are two ways to add people to a workflow:
From the People section in the sidebar
Open the Workflow Overview panel in the left sidebar and scroll to the People section. You can browse and manage people from here.
Inline from any step
In the step editor, click the "Who does it" field and start typing a name. If the person already exists in your People system, they will appear in the dropdown. If they do not exist yet, you can create them on the spot. They will be added to your People system and become available in all future steps across all maps.
NAMES VS ROLES
You can assign steps to a specific named person or to a role.
Use a named person when the individual matters: "Sarah reviews all contracts before they go out."
Use a role when the position matters more than who currently holds it: "VA", "Business Owner", "Finance Manager", "Designer". This is particularly useful for larger organisations where the same process might be handled by different people at different times, or where you are mapping a process before specific hires are in place.
There is no strict rule. Many maps use a mix of both. During a discovery session, always ask "who specifically does this?" even if you ultimately record it as a role. Getting a specific name first helps you understand the real situation before abstracting it.
WHY IT MATTERS
Assigning people to steps makes the map readable as an operational document. Someone joining the team can look at the map and know exactly who is responsible for each stage. It also enables FixFlow to surface findings like single points of failure (only one person knows how to do a critical step) and over-reliance on senior people for low-value tasks.
In the Workflow Overview panel, all people assigned across the workflow are listed together. This gives you a quick view of how many steps each person owns, which is a useful way to spot workload imbalances.