Projects
Projects are the main organizational unit in SwipeFlow. Each project can have its own team members, approval workflows, and settings.
Creating a project
Section titled “Creating a project”- Navigate to the Projects page. Click on the Projects tab in the main navigation.
- Click New Project. Fill in the project name, description, and other details.
- Invite team members (coming soon). Add collaborators who will participate in the approval process.
- Configure workflow. Set up the approval stages and requirements.
Project settings
Section titled “Project settings”- General settings: project name, description, and visibility.
- Team members (coming soon): manage who has access to the project and their roles.
- Workflow configuration: define approval stages, requirements, and automation rules.
- Notifications: configure email, mobile, and in-app notifications.
- Integrations: connect with other tools and services.