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Conga Support

Project Flows

This page applies to: Conga Contracts

Flows is an automated version of the Workflows feature that uses both stages and steps to complete a process or procedure that a project must go through.  A flow is like a road map you must follow to accomplish the tasks your Administrators want you to accomplish for a project.  A project flow automatically displays at the top of the Project Profile screen when the profile is created and the project matches the criteria defined for running the flow.  However, a user with the Flow Admin permission can manually run a flow on a Project Profile. 

A company and/or contract flow is automatically added to a Project Profile when any Company and/or Contract Profiles added to the project have existing flows running on their Profile.

You can perform the following tasks related to a project flow:  

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