A care flow may consist of repetitive components, such as an email sent on Day 1, Day 3, and Day 5, or a validated questionnaire repeated over the span of a treatment.
Speed up the process of building your care flow by reusing steps across different tracks.
Note this article covers utilizing Your own composed library, though head over to this article to read up on the use of the Recommended steps👀.
Adding a step to your step library and reuse it
Navigate to the step you'd like to save in your library
Open the step context menu by clicking on the three dots in the upper right corner and tap "Add to library"
OR
Double click on the step to open the side pane and tap the bookmark icon 🔖
Go to another track in the same care flow
Click on "Browse step library" on the left-hand side
Open "Your library"
Drag the step from the library onto the canvas 🎉
Is this GIF too small? Click it to view in a larger, more readable format in a new tab.🔍
How to modify and remove steps from your library.
Sometimes a step in your library needs a little update before you want to add it to different tracks or you just want to remove it from the library completely.
Click "Browse step library" on the canvas
To modify a step in the library:
Double click on the step you want to modify and the step menu opens in the right side pane which you can then edit.
To remove from the library:
Click on the trash can icon next to the step you want to remove from the library.
⚠️ Modifying steps in your library, does not change the already existing steps on your canvas.
Is this GIF too small? Click it to view in a larger, more readable format in a new tab.🔍
If you first want to know how to create a step you can check out this article. In addition, you can also duplicate steps in your building canvas, we explain this here.