Flow Steps
Apr 10, 2023
Steps are actions that need to be taken in a specific order by specific people to achieve your goal.
It's not a random collection of things to do, like a to-do list. Steps ensure that you achieve your goal, by clarifying:
- What needs to be done
- How to do it correctly
- Who is doing it
- When is it due
- And, what happens next
This is how you get consistent, predictable results every time.
Customization Options
- Edit: Change the instructions of the step, add files, add Smart Instructions, etc.
- Create Form: Add a form field to your step
- Duplicate: By clicking this you will duplicate the step, the duplicate step will appear directly below the original
- More Actions: Under More Actions you have the option to delete a step
- Skippable toggle: Enable this toggle to make this step skippable in any Asks created
- Confidential toggle: Enable this toggle and only the step owner and flow owner will be able to see the instructions and form fields in this step
- External-facing toggle: Enable this toggle so people can complete the step and steps forms from an email
Make Steps actionable
- Choose a simple, short and actionable step name. Example below:
- NOT RECOMMENDED Step 2 - Train Team Members
- This might take several weeks depending on schedules and could hold up the entire Ask unnecessarily
- RECOMMENDED Step 2 - Send Training Calendar to Team Members
- This can be completed whether or not the team members attend the training or end up rescheduled
- PRO TIP: Set yourself up for success in this example by incorporating into a future a step a review with the client/lead on how many team members were trained.
- NOT RECOMMENDED Step 2 - Train Team Members
Rename the buttons on the step
The button on a step defaults to "Complete" and "Cannot Complete," but these can be changed to something more descriptive of the action the user will take.
-
- Recommended:
- Change "Complete" button to
- Change "Cannot Complete" button to "Add Approver"
- To edit step buttons, click Edit on your step and change the text in the "Complete Button Name" textbox and "Cannot Complete Button Name" textbox
- Recommended:
Next Steps
Learn how to make step instructions clear and actionable to eliminate the back-and-forth.
Learn how to make steps external-facing so that you can assign steps to your customers, vendors, and partners.