Flows and items

A flow is a process or a project: sales, purchasing, a customer project, recruiting. It holds items (a deal, an order, a task) that move through stages.

Make a flow

1. Click Add flow in the sidebar.
2. Give it a name and start from a template, or from nothing.

Work with items

• Add an item with + in a stage, or with Create.
• Drag an item to the next stage. Open it to see its fields, files, mails, chat and history.
• Give an item to someone with Assign; it shows in their To do.
• Views: board, list and process (the stages and how they connect).

Share a flow

Use Share on the flow to add colleagues, groups, or people from another company.