Where to find and manage your workflows in Flodesk

Learn where to find your workflows (automations) in Flodesk and how to create, organize, and track them.

You can find all your workflows on the Workflows dashboard.

• Click Workflows in the left-side navigation bar

• Or go directly to: https://app.flodesk.com/workflows 

This is where all your workflows and workflow emails live, whether they are still drafts or already published.

From the Workflows dashboard, you can:

• Build new workflows

• Publish or unpublish (pause) workflows

• View high-level workflow details (like total entries, in workflow, completed) when in list view

• Organize workflows into folders

• Quickly take actions like adding subscribers to a workflow or sharing templates

The Workflows dashboard has two main sections:

• Overview tab: where all your workflows are created and managed

• Folders tab: where you organize your workflows

When you first go to the Workflows dashboard, both sections will be empty and ready for you to start.

This is your main workspace for creating and managing workflows.

Click + New workflow to open the template gallery.

From there, you can:

• Choose a pre-designed workflow template or start from scratch

• Customize your design

Use the left-side panel to browse through the various categories. 

Need help getting started? See: How to Create Workflows in Flodesk

You can display your workflows in two ways:

• Card view: shows visual previews of your workflow’s trigger step

• List view: shows more details in a table format

You can switch between these views at any time.

If you don't see the list view option, check if you are using an ad blocker in your browser. It may prevent the feature from loading in the app.

Use the toolbar to quickly find and manage your workflows.

• Search: Find workflows by name

• Sort: By date created, date modified, or alphabetically

• Status filter: View workflows by status (all, published, paused, draft, or shared as a template)

• View toggle: Switch between card view and list view

• + New workflow: Create a new workflow

When using list view, you can also click column headers to sort by:

• Workflow name

• Status (sort by Published/Paused/Draft last edited date)

If a workflow doesn't appear on your Workflows dashboard, it may be hidden by a filter or pagination setting. Here's how to track it down:

1. Check the workflow status selector at the top of the page. It lets you filter by Published, Paused, or Draft workflows. Make sure it's set to All so every workflow is visible.

2. Scroll to the bottom of the page and check how many workflows are displayed at once. By default, this is set to 12, but you can adjust it to show 24, 60, or 120 at a time.

3. If you have more workflows than the page displays, use the pagination controls at the bottom to move to the next page.

4. Use the Search bar on the dashboard to search for the workflow by name. Entering a keyword will return all workflows whose names include that word.

Click the three dots (…) menu on any workflow to access quick actions.

You can:

• Preview (published or paused workflows)

• Share as a template

• Add subscribers (published or paused workflows)

• Remove subscribers (published or paused workflows)

• Add to folder

• Remove from folder

• Edit (draft or paused workflows)

• Duplicate

• Rename

• Delete

• Publish/unpublish toggle (published or paused workflows)

These options are available in both card view and list view.

You can quickly check how your workflows are performing.

• See total entries, in workflow, and completed directly

• Click the bar chart icon to view the overall open rate and click rate, then View details for full analytics

• Click the bar chart icon on the workflow card

• Click View details to see more

This opens the detailed analytics page.

Folders help you keep your workflows organized by topic or purpose.

Important to know

• A workflow can only be in one folder at a time

• Workflows are not moved out of the Overview tab when added to a folder

• Folders create an organized view (they don’t store workflows separately)

You can:

• Search folders by name

• Sort folders (created date, modified date, alphabetical)

• Switch between card view and list view

• Create a folder using + New folder

Learn more: How to create and manage folders

Where are my workflows in Flodesk?
All your workflows (automations) are located on the Workflows dashboard.

What’s the difference between card view and list view?

• Card view shows a preview of your workflows (trigger step)

• List view shows more data like total entries, in workflow and completed in a table format

Can I switch between card view and list view?
Yes, you can toggle between both views anytime.

How do I see workflow performance stats?
Use list view to see quick stats total entries, in workflow and completed, or click the bar chart icon to check overall open and click rates or view detailed analytics.

Why is my workflow still in the “Overview” tab after adding it to a folder?
All workflows always remain in the Overview tab. Folders only help organize them, they don’t move or remove workflows.

Can a workflow be in multiple folders?
No. Each workflow can only be in one folder at a time.

What actions can I take on a workflow?
Using the three dots menu, you can

• Preview (published or paused workflows)

• Share as a template

• Add subscribers (published or paused workflows)

• Remove subscribers (published or paused workflows)

• Add to folder

• Remove from folder

• Edit (draft or paused workflows)

• Duplicate

• Rename

• Delete

• Publish/unpublish toggle (published or paused workflows)

How do I create a new workflow?
Click + New workflow in the Workflows tab and choose a template to get started or build one from scratch.

Why can't I find a specific workflow in the Workflows tab?
There are a few reasons a workflow might not appear right away:

• A filter is active. The workflow status selector at the top of the page may be set to show only Published, Paused, or Draft workflows. Switch it to All to see every workflow.

• Pagination is limiting the view. By default, the Workflows tab shows 12 workflows per page. You can increase this to 24, 60, or 120. If your workflow still isn't visible, use the pagination controls at the bottom to browse additional pages.

• The workflow name doesn't match your search. Try using a single keyword in the Search bar on the dashboard. Results will include any workflow whose name contains that word.

If you've tried all of the above and still can't locate your workflow, reach out to our support team for help.