Working an item
Assignees, stage moves, tasks, notes, documents and the journey so far.
01The item dialog
Opening an item from any view gives you the whole record in one place, with the move to the next stage at the foot.
- Assignees
- Who holds the item, when the flow assigns people at all.
- Progress
- The bar, read the way the flow chose: by stage, by tasks or manually.
- Time logged
- Timer entries and hand typed hours on this item.
- Documents
- Files attached to the item, such as an applicant’s upload or a generated contract.
- Notes
- The team’s running commentary.
- Journey
- The stages this item has travelled, and its run history.
- Answers
- What started the item: the form answers or the order lines.
02Assignees
A flow decides whether items carry an assignee at all, and whether more than one person can hold the same item. Starting a timer on an item you are not on assigns it to you, so the person doing the work is the person named.
03Moving it along
Move to next stage at the foot of the dialog moves the item; on the board, dragging the card does the same thing. Moving an item is what the actions and controls between those stages are waiting for, so the run picks up from the move. Whoever built the flow answered for its steps, so they run for anyone who may work the item. An item landing in the last stage is closed as completed. Moving it out again reopens it.
04Tasks and progress
When the flow tracks progress by tasks, the Tasks section shows the current stage’s checklist and the bar follows the ticks. When it tracks manually, steppers move it in ten percent steps. By stage needs no input at all.
05Documents and notes
Files attached to an item list under Documents as flow only references. They open from the item and only from the item; the storage library shows they exist but will not open them. Notes are the running commentary on the item, and a flow can turn them off if they are noise for that kind of work.