How to create a flowchart

This guide talks you through creating your first flowchart in JTrack.

How to Create a Flowchart

Creating a flowchart is a straightforward process that helps you build clear, actionable workflows. Follow these steps to create your own flowchart from scratch:

  • Start a New Flowchart
    From the homepage, click Create New Flowchart. Select Create a Blank Flowchart and give your flowchart a meaningful name. This takes you to the Flowchart Builder.
  • Navigate the Flowchart Builder
    The workspace is dynamic, allowing you to pan, zoom in, and zoom out. All flowcharts automatically start with a Start Step.
  • Add Your First Step
    Click the flashing + symbol to start building your flowchart. A modal appears where you can choose from different step types:
    • 📋 Data Input Step – Create a form for users or customers to fill out, branching the flowchart based on their responses.
    • ❓ Question Step – Ask users a question and branch the workflow based on their answers.
    • 📄 Information Step – Share information through an uploaded PDF or text created in the editor.

    ➡️ To learn more about step types, see our Guide to Steps tutorial.

  • Continue Building
    Keep adding steps until your flowchart is complete. Once you're done, you’re ready to run your first workflow!

    ➡️ For detailed instructions on building forms, check out our Form Builder Tutorial.

    ➡️ To learn more about running your flowchart, check out our Running Your Flowchart tutorial.

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