Create a Flow

Add a Flow to your Project

When setting up a Project, a Project Flow is created by adding the 'Start and End Date' and 'Project Manager' . The 'Project Manager' is also the reviewer and typically responsible for the Project's delivery.

Define your Sub-Flows

A Sub-Flow can represent stages of a Project or stages defined by a scope of work. Indeed, a Flow or Sub-Flow does not need to be connected to activities on Better Building and be completely independent from the platform and for any suitable purpose. See Flow Examples below.

To create a Sub-flow within your Project, navigate to the Flow area and click 'Add Flow'.

This opens a form where you can enter key details such as the 'Title', 'Assignee', 'Reviewer', 'Start and end dates', 'Requirements'. You can also upload a file by clicking 'Select File' and choosing one from your system to share with your team. Them click 'Create' to add the subflow to your project.

You can repeat this process to add as many Sub-flows as needed, including nesting subflows within others, up to three levels deep beneath the main Project Flow.

Update the Flow Status

Once you're ready to begin work, navigate to the Sub-flow you're working on and find the status labelled 'Created'. Click on it and select 'Start Work' from the drop-down menu and then 'Change to in Progress'. This is where you manage the Status of your flow throughout the Project. If needed, you can also pause progress by selecting 'Put On Hold', or 'Cancel' the flow entirely if the work is no longer required.

Add Comments and Documents

Comments and documents can be added to a Flow at any point, and can form the basis of all project based discussions, keeping all info in one place and out of your inbox. To add comments or documents, hit the '+' next to the buttons, and then either add a comment or upload a document. This will then be sent to any Assignee connected to the Flow.

Add a Budget

The concept of Time in Flows enables management of time over the projects delivery. A Budget enables an estimate of time (hours) to be added to a Flow that can be used to infer project delivery efficiency. For example, to add a 10 hour budget for a Flow, click '+' next to the Time button, select 'Budget' and then add the Estimated Hours, as below.

Add an Expense

An Expense is a manual mechanism to account for time based on hours included in the delivery of a Project but not automatically captured when working on a connected Design. For example, to add a 2 hour Expense to a Flow, click '+' next to the Time button and then 'Expense'. Next, add the Hours required,, who they are Performance By, when were Performed On and then connect to a Flow, if available. Once a added, both Expenses and Budget are available by hovering over the Project hours.

Connect to a Design to a Flow or Sub-Flow

Next, when you create a Designs across for your Project, you get the opportunity to connect it to the applicable Sub-Flow. This results in Activity (6 minute intervals) related to that Sub-Flow becoming accountable and represented on the Flow Dashboard as time spent on the Project. Once connected, 'View Flow' and under the tab 'Links', you will see all Design connected to the Flow.

Review

Once you've completed your work on a Flow or Sub-Flow, head back to the Flow Dashboard and click 'Submit for Review' where it says 'In Progress' in the top right corner. You’ll have the option to leave 'Comments' for your reviewer and update the reviewer if needed. Once you're ready, click 'Submit'. The Project Manager will then be notified by email that your work is ready for review and will either 'Review and Approve' your deliverable or 'Return to in Progress' for work to continue.