Build a Flow from a Project Plan
Overview
Projects are a quick way to create a flow by simply creating a nested list of tasks, by either entering them manually or by importing them from MS Project.
Create a new project
Click on the Utilities tab, and select Projects, and then click on New.
Tasks
Enter tasks as needed.
- Each task becomes a step in the low.
- Each resource becomes a responsibility in the flow.
- Precedence determines the sequence of the flow.
MS Project (Optional)
Alternatively, import a project from MS Project to get your list of tasks.
Resources
Assign a resource to each task. This is the same as Responsibility in the flow.
Durations
Assign a duration to each task.
Save
Save the project template.
Create flow
Click Create Flow.
Give the flow a name and assign it to an object.
Flow tab
The system will generate the flow. Click on the Flow tab to find the new flow. You can now enter Flow functionality as needed.
Notes
Once the flow is created, it is no longer connected to the Project Template it was generated from.
You can generate a Gantt chart from the Flow, and make adjustments to durations. These changes will update the Flow.
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