Settings

How to automate actions when a task moves to a phase

Set up actions Flow performs when a task reaches a phase and reduce repetitive manual steps.

Choose which Flow events trigger alerts and through which channels, and distinguish alerts from phase messages.

$How to create a workflow and configure its phases \u2014 Upnify Flow$

Organize work into a workflow, define its stages, and prepare the path each task will follow.

$How to create custom fields for tasks \u2014 Upnify Flow$

Add the information your operation needs to review and compare on its tasks.

$How to create forms to capture information and evidence \u2014 Upnify Flow$

Standardize what your team records and keep answers, images, signatures, or location with the task.

Schedule tasks that repeat at a defined interval and control when the series ends.

$How to create work templates and checklists \u2014 Upnify Flow$

Reuse instructions and steps so your team can complete similar tasks consistently.

$How to distribute tasks automatically with rules \u2014 Upnify Flow$

Assign new tasks to your team based on workflow, matching criteria, and workload.