in the upper
left-hand corner of the task form. In order to create a new flow folder, you proceed as follows:
•Select from the top menu. The action form ‘Add Flow Folder’ has three sections ‘General’, ‘Tasks’ and ‘Automatic Versioning’.
•In section ‘General’, you enter the name and optional tags and description of the new flow folder.
•In section ‘Tasks’, you enter the tasks of your flow folder.
•Click [Add new task] to create a new task. In the task form, you enter
the name of the task and an optional description.
Under Forward to you determine the next station in the flow of
tasks. After completion of a task, the flow folder is by default forwarded to
the next task in the list. Alternatively, you may enable forwarding the flow
folder to another task or one of several other tasks.
Finally, you
select one or more users responsible for the task as you would invite members to
a workspace.
•Fold in the task form by clicking on the triangle in the upper
left-hand corner of the task form.
•Continue to add new tasks by clicking [Add new task].
•In the folded and compact representation, tasks are numbered. If you have chosen to deviate from the standard processing order, task numbers after the task name indicate to which task or to which one of several tasks the flow folder is forwarded.
•Use the arrows 
and 
to change the order of tasks and
to delete tasks already
entered.
•You may change tasks by unfolding a task (click on 
) and change all task
information in the task form: name, description, next station and
responsibles.
•In section ‘Automatic Versioning’, you may impose version control on the new flow folder and its subfolders, so that all documents that are newly created are automatically put under version control.
•Hit [OK] to create a new flow folder.
After creation of the new flow folder, you can add any documents or other objects to the flow folder that are important for the tasks defined.
As a member of the flow folder, you may change the flow folder any time. This concerns not only the contents of the flow folder but also its tasks: you may add new tasks, delete existing tasks, change the order of tasks or change the specification of existing tasks including the responsible(s). Changing flow folders is also possible for users responsible for the current task.
•Select 
in the action menu of the flow folder you want to change. The action form for
changing flow folders works exactly like the action form for creating flow
folders described above.
•In section ‘Tasks’, remember to unfold tasks (click on ) in order to change them.
You can also copy flow folders along with their contents and tasks. The state of task execution is not copied: the status of a copied flow folder is that of a newly defined flow folder before the first task has been started. The contents of the flow folder, however, are copied in their current state!