Getting Started with Workflows

Accelerate your business with, a flexible no-code workflow platform for streamlined efficiency and customizable, responsive assessments.

Introduction is a powerful and flexible no-code workflow platform that helps you create and manage workflows using our drag and drop workflow builder. Creating and maintaining workflows with is easy and is based on the following two basic concepts:

  • Workflows are the logic and layout of your assessments. They define the steps that users will take through your assessment, and the content that they will see at each step.
  • Assessments are the individual records based on your published workflow. You and your team can create an unlimited number of assessments based on a single published workflow.

And thats it! Create and publish a Workflow and start creating Assessments immediately. Workflows are easy, quick and fun to create providing you with the flexibility to update your workflows at any time as your business needs change.

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Example Usage

There are countless uses for in any organisation.

All of our customers use our workflow platform to reduce costs, increase efficiency and generally make life easier without the need for custom software development and the expense of multiple software solutions.

For example, why have one software solution for change management, another for incident management, another to manage audit or compliance when you could have one solution that does it all? Thats where comes in!

Some examples of how organisations use include:

  • Managing common business processes such as checking in visitors to a workplace or managing maintenance requests.
  • Incident management to record technology or workplace incidents to ensure fast and efficient remediation of incidents.
  • Software access requests where employees require access to desktop or mobile software.
  • Change management requests to systems or organizational process that require an efficient workflow.
  • Company audits to ensure regulatory compliance.
  • Customer onboarding.
  • Contact forms.
The list of potential use cases is unlimited! Consider the processes in your organisation that are inefficient, expensive to manage or hard for employees to access.

Forget those hard to find spreadsheets, documents and expensive solutions and instead create a workflow in in minutes! This guide will show you how.


The first step in getting started is to create a workflow, also known as a "flow" in Once you have created and published your flow, you and your team can create as many assessments as you like based on your flow design.

  1. If you haven't signed up for, you'll need to create an account to get started. You can sign up for a 30-day free trial to explore the platform's features.
  2. Once you have signed up to or logged in, click on the "Flows" icon on the left hand menu.
  3. To create a new flow, click on the "+ Flows" button.
  4. On the "Create a new flow" page, you will have the following options: Blank flow, Starter Flow or select a pre-built flow template.

Blank Flow: By selecting the "Blank Flow" option, you will be able to start from a clean slate.

Create a blank workflow
Create a blank workflow

Starter Flow: By selecting the "Starter Flow" option, you will be able to start with an example flow with existing components. This option is a good place to start if you would like to start with a basic flow with existing components. You can publish this flow as-is or modify the flow to your requirements.

Create a starter workflow
Use the starter workflow with existing components

Flow Template: Flow templates are workflows that have been created by the team for specific use cases. This is the fastest way to start with workflows if the template addresses your specific requirements.

Workflow templates
Select a workflow template

Settings includes two primary settings when creating and maintaining your workflows:

Component Settings

Component settings are the settings that determine how each component added to the stage canvas operates. This includes settings such as the look and feel, who can view and edit components, making fields mandatory, displaying field values on the "Assess" screen, and building your action logic for your buttons.

To view the settings for each component, simply click on the component on the workflow canvas to view the setting on the left hand side of the flow builder page. All changes to component settings are automatically saved.

Settings for the button component
Settings for the Button component. Each workflow component has their own settings.

Flow Settings

Flow settings are setting that determine how the workflow will operate at a global level. The flow settings include:

Starting status: This is the first status that will be applied to your workflow when the assessment is initially created.

Assessment ID prefix: Each assessment has an ID. Change this prefix to change the first three (3) letters of the assessment ID.

Stage Settings

Stage settings determine how your stage navigation will operate with the following options:

Preview all stages: For multi stage workflows, the user will be able to preview all stages in advance of completing these stages. This is useful in situations where there are a number of stages to be completed and by previewing the stages the user will have an indication of how many stages they need to complete.

Allow skip ahead stages: When "Preview all stages" is selected, this option allows users to skip ahead stages.

Allow go back stages: This option is selected by default allowing users to use the stage navigation to return to previous workflow stages when completing assessments. By unselecting this option, users will only be able to progress forward with an assessment and will not be able to navigate back to previous stages using the stage navigation.

Workflow settings getting started
Workflow settings

Summary if a flexible and powerful platform for creating forms with workflows for many use cases. Consider the processes in your organisation and improve those processes by building workflows by adding components to the workflow canvas, configuring component settings and button actions with stages to navigate through your workflow. Ensure that you thoroughly test your workflows before publishing them to the organisation.