How to create a flowchart
This guide talks you through creating your first flowchart in JTrack.
Creating a flowchart is a straightforward process that helps you build clear, actionable workflows. Follow these steps to create your own flowchart from scratch:
Step 1: Start a new flowchart
- From the homepage, click Create New Flowchart.
- Select start internal flowchart or start customer flowchart
There are two types of flowchart:
Internal: Accessible only to members of your JTrack team. You can still
control which team members complete each step, but you won’t be able to send steps to external
customers.
Customer: Allows you to send specific steps to people outside your JTrack
team. These steps are sent via a private email link, and customers don’t need to sign up or log in, they
simply click the link and complete the step.
- Give your flowchart a name.
- This takes you to the Flowchart Builder.
Step 2: 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.
Step 3: Add your first step
- Click the flashing + symbol to start building your flowchart.
- A modal appears where you can choose from different step types:
- Form 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.
➡️ For detailed instructions on building forms, check out our form builder tutorial.
View Tutorial Step 4: Continue building out your flowchart
Continue adding different steps until your flowchart is complete. You’re now ready to run your first flowchart.
➡️ To learn more about running your flowchart, check out our running your flowchart tutorial.
View Tutorial 