Tutorial · Flow editor
The editor has three zones: the steps list on the left, the task canvas in the middle, and the design panel on the right. Learn the layout once and everything else falls into place.
6 min read · Builders
The editor
Open any Flow and click Edit flow. On the left is the ordered list of steps (tasks and phases). In the middle is the canvas for the selected task: its title, description, assignee, and the fields respondents fill in. On the right is the design panel, with tabs for Fields, Rules, Timing, People, and Variables that configure whatever you have selected.
Left
Steps & phases
Middle
Task canvas
Right
Design panel
The design panel tabs
Each tab is covered in depth by its own tutorial in this block.
Flowchart view
The Flowchart button opens the Logic Summary: a visual map of every task, dependency, show/hide rule, approval, and merge. Filter by rule type to audit exactly how the Flow behaves before you publish.
Editing always happens in a draft. The top bar shows Unpublished changes until you press Publish, and Discard draft throws the draft away. Nothing you do in the editor affects live runs until you publish.
Not until you publish, and even then existing runs keep their started-from version unless you explicitly propagate the change. The editor is a safe drafting space.
A phase groups related tasks into a labelled stage (for example Intake, Review, Sign-off). It is purely organizational and helps large Flows stay readable.
We will screen-share the editor and turn one of your processes into a Flow on a guided demo.