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  5. Add Flow Elements from Task Sidebar

Add Flow Elements from Task Sidebar

To add Flow Elements using the Task Sidebar, you can follow these steps:

Once flow elements are added from the workflow settings page, you can modify or add more from the task sidebar using the Workflow Element Panel, shown below:

To add flow elements via Task Sidebar, follow these steps:

  • Locate the task where you want to add flow elements.
  • Click the Workflow Elements Panel
  • Then Click +Flow Elements button, shown below

  • You can add Flow Elements through the task assignment details dropdown. Just select the team/user and follow the next dropdown options.

Some important key notes on the Flow Elements:

  • Flow elements added from the workflow settings, or the task sidebar will appear in the task sidebar’s Workflow Element Panel, shown below:

  • Flow elements added via the workflow settings page or task sidebar can be viewed in the task’s journey, shown below:
  • You can edit or delete flow elements from the Workflow Elements Panel, the edit or delete icon will appear on the hover, highlighted below:

  • You can also select to re-arrange the elements added from the task sidebar

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