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Workflow Overview and Organization

Written by Devon Page

Using the Workflow Overview Panel

Both FixFlow and Canvas maps include a Workflow Overview panel, which gives you a single place to manage the details of your process outside of the step by step map itself.

From the Workflow Overview you can see and manage:

  • The people assigned across the map's steps

  • The tools used, and which steps they are used in

  • The links that have been added to steps

  • The workflow's name

  • The spaces the workflow belongs to, and the tags applied to it

Renaming and Reorganizing a Workflow

To rename a workflow, open its Workflow Overview panel and update the name field directly.

To reorganize a workflow, use the same panel to:

  • Move the workflow into a different space

  • Add or remove tags

This mirrors the organization tools available from the main dashboard, so you can tidy up a workflow's organization without leaving the map itself.

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