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Create a new care flow

Take a look at the steps to create a brand new care flow

Sanne Willekens avatar
Written by Sanne Willekens
Updated over a week ago

Creating a new care flow in your organization signifies the start of a new care process with a specific purpose and a measurable goal. Whether you start immediately after gaining access or embark on this journey later, this guide will walk you through the steps to create a brand new care flow in your organization.

How to create a new care flow?

  • Click "Create care flow" on the right-hand side

    • Enter a name for your care flow

  • Confirm the action by pressing the "Create care flow" button

πŸŽ‰ You'll land on the Care flow Build page of your newly created flow and you can start designing your first care flow !

Click on the available "Default track" and start adding content to your care flow, do this by adding a step to the canvas, or by exploring the step library.

πŸ‘€ tip: you can rename your care flow after creation. Navigate to Settings, then head over to the General section πŸ‘‡.

Your care flow will still be a unique instance afterwards, through its Care flow ID which is auto-generated upon Care flow creation and visible in the URL:

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