- Diagrams are able to be shared with other people, however currently within the application there is only collaborative editing for Organizations. You will be able to send a link of the data to another person but keep in mind that the other person will need to be signed up with TeamFlow in order to view the diagram.
- As mentioned above, we’ll be implementing collaborative editing for TeamFlow and while we do not have an exact release date just yet this is one of the features that we find is essential for a cohesive diagram and are working on this feature right now.
- Teams are an essential part of TeamFlow and with “My Teams” you’ll be able to customize everything from establishing your Marketing Department to splintering off 1099 employees vs W2; the possibilities are endless and by keeping things organized you can keep your diagrams in order.
- In order to create a new team you’ll need to go into your profile on the top right hand side of the application like this:
- Once here you’ll be able to customize your teams as needed and you can always add more than one team at a time (Pro or higher tier)
- Once you set up a team you’ll be able to customize them by adding in Name, Title, Role, and then you can set a custom color label to the team for easy access and recognizability.
- If you already have a company directory or simply a group in a .csv file you can click the import button to bring your team in to TeamFlow.
- Import your team from the git-go, once again you’ll be able to customize these teams after you import them and can change the information after the import is completed.
- With the export feature you’ll be able to take a full image of the entire length of the Flow and save it as .png file, this will allow people to print off flows to show them in meetings, email their process to new employees, or simply use it as a reference when not able to connect to the internet.
- The Export button is in the main action bar and can be found here:
- After you export the image, all you have to do is save it locally and you’re good to go, keep in mind that for large flows the export rendering process may take a few seconds on older systems or laptops.
- If you are using our legacy software of TeamFlow or you need to import another external diagram from another TeamFlow account; the process is simple, all you need to do is start a new TeamFlow and in the top right of the action bar there should be an “Upload” modal like this:
- This will bring up a modal, in the modal click into your local system and find the TeamFlow JSON file and add it in.
- NOTED: If you are working on another TeamFlow before you add this in it will delete the current flow you are on after you upload your old TeamFlow, be sure to start a new project before uploading any of the legacy Flows or an external TeamFlow JSON file.
- The export feature allows the user to download their Flow as a JSON file. If you aren’t sure what JSON is check out this link for a better understanding:
- Learn about JSON here
- You can start the download option by clicking the “Download” button on the top right of the action bar