¶ Workflow Builder – Activities
The Workflow Builder in Planally helps you design and organize the structure of your workflow. An essential part of building your workflow, is defining the activities avaialble. There are three key components of adding activities in your workflow:
- Templates: Create reusable templates for activities using the Planally Form Builder or a Generic Template.
- Swimlanes: Organize activities into lanes for better structure.
- Activities: Add tasks to your workflow using templates or simple forms.
These components work together to make your workflow clear and easy to manage.
¶ 1. Form Builder
The Form Builder lets you create custom forms that become reusable activity templates. Templates define what information users will see and fill in when completing an activity.
¶ Key Features
- Drag-and-drop interface: Add fields like text, dropdowns, dates, checkboxes, and file uploads.
- Customisable properties: Labels, placeholders, required fields, and visibility.
- Reusable templates: Save forms for use in multiple activities.
- Sections & Dividers: Organise fields for clarity.
- No-code design: Build and update forms easily.
¶ How to Create a Template
- Go to Workflow Builder > Form Builder.
- Click Add Form and enter a name.
- Add sections, dividers, and fields.
- Configure properties (label, placeholder, required).
- Click Save as Template.
¶ 2. Swimlanes
Swimlanes help you organise activities within your workflow. They divide activities into lanes based on categories or phases, making it easier to structure your roadmap.
¶ How to Create Swimlanes
- Go to Workflow Builder > Swimlanes.
- Click Add Swimlane.
- Enter a name (e.g., Tasks, Design Team, Deliverable, Design, Procurement).
- Save changes.
¶ 3. Activities
Activities are the tasks or actions in your workflow. Each activity is assigned to a swimlane and uses a template—this can be a Form Builder template, a gate, or a generic activity.
¶ How to Add Activities
- Go to Workflow Builder > Activities.
- Click Add Activity.
- Choose a Template.
- Assign the activity to a Swimlane.
- Add details like name and description.
- Save the activity.
¶ What Happens Next
- Activities can be added to Roadmaps for automation when projects are created.
- Activities can also be added ad-hoc to projects later.
¶ Best Practices & Tips
- Create templates first for consistency.
- Use swimlanes to keep activities organised.
- Add activities to roadmaps for automation.
- Keep activity names clear and simple.
¶ Related Links
- /workflow-builder/overview
- /workflow-builder/roadmaps