Help · Flow Module
Flow: process governance
The Flow module lets you author, visualize, and share the process governance framework your project hangs off. Think of it as a diagramming tool purpose-built for construction workflows: design reviews, RFI processes, submittal approvals, commissioning sequences.
The building blocks
Six system node types ship with every workspace. Select one to see what it means and when to reach for it.
A task or action step: the work that actually gets done.
“Coordinate clash review”, “Issue RFI response”, “Stamp drawing set”.
Create your first canvas
- flow
Select a project
12 flows · 6 members8 flows · 4 members21 flows · 9 members5 flows · 3 members
Canvases
A canvas is a single diagram. Each project can have many canvases, organized into folders. To create one:
- Navigate to Flow and select your project.
- Click + New canvas.
- Give it a name. The slug (URL handle) is auto-generated.
Click a canvas card to open it in the full-screen editor. The canvas supports pan, zoom, grid snapping, and undo/redo.
Node types
Nodes are the building blocks of every flow. BIMMONT ships with several system node types:
- Activity: a task or action step (sticky shape, yellow).
- Decision: a branching point with Yes/No/Maybe outcomes (diamond shape, blue).
- Milestone: a significant event or checkpoint (circle, green).
- Deliverable: a work product produced by the process (tag shape, orange).
- Role: a responsible party (rectangle, purple).
- Start / End: process entry and exit points (circle, gray).
Your organization admin can create custom node types under Flow Settings Library. Each type can have its own shape, colors, template layout, and bound attributes.
Adding nodes
Open the Node Palette on the left rail of the canvas editor. Drag a node type onto the canvas, or double-click it to place it at the center. Nodes snap to the grid by default.
Connections (edges)
Connect nodes by dragging from a source handle to a target handle. Handles appear as small circles on the sides of each node when you hover. Connections can have labels (e.g., “Yes”, “No”, “If approved”).
Click a connection to select it, then use the toolbar to change its style or add a label. Three edge styles are available:
straightsmoothstepbezier
Templates
Templates are reusable starting points for canvases. BIMMONT provides system templates, and your organization can create its own. Templates are available in Flow Settings Templates.
When you create a canvas from a template, all nodes and connections are cloned. You can then modify them freely. Changes do not affect the original template.
Sub-flows
For complex processes, you can link a node to another canvas. This creates a “drill-down”. Clicking the linked node opens the sub-flow in a new canvas. Use this to keep top-level diagrams clean while capturing detail at lower levels.
Swimlanes & frames
Swimlane nodes let you group activities by role or department. Add a horizontal or vertical swimlane from the palette, then drag other nodes into its lanes. Frames provide a visual boundary and can be named for clarity.
Canvas settings
Click the gear icon in the canvas toolbar to adjust:
- Background: grid, dotted grid, engineering grid, or plain.
- Grid size: spacing of snap points.
- Name & description: metadata for the canvas card.
Tips & shortcuts
- Right-click a node for quick actions (duplicate, delete, link to canvas).
- The canvas auto-saves as you work. Changes are persisted to the server in near real-time.