Unlock the full potential of automation with Zoho Flow. This guide provides a quick overview to help you get started with Zoho Flow’s intuitive dashboard, task credits, and more.
A Tour of Zoho Flow Dashboard
What You’ll Find
The dashboard serves as your home page, showcasing important elements like your total flows, currently running flows, and recent executions. It also includes pie and bar charts to monitor the success and failure rates of your flows.
Understanding Task Credits
The Currency of Zoho Flow
Task credits act as an internal currency system. These credits are finite and are reset at the beginning of each month. You can check your usage under ‘Plan Details’ in your profile. Running low? You can purchase additional credits as needed.
User Management and Settings
Customize Your Experience
The settings tab allows you to manage user roles, time zones, and date formats. Zoho Flow offers two basic roles—admin and user—each with its own set of permissions.
Gallery and Custom Flows
Ready-Made or DIY
Zoho Flow includes a gallery of pre-made flows for common tasks. You can also create your own flows and organize them into folders for easy access.
Audit Trail and Custom Functions
Maintain Transparency
The Audit Trail feature keeps a record of all changes made within your flows, adding an extra layer of transparency. Custom Functions offer a way to execute specific tasks, which we will explore more in future webinars.
To learn more about Zoho Flow visit our Resource Library.
