Available with any of the following subscriptions, except where noted:
🟢 Starter (up to the plan’s step limit) | 🔵 Builder | 🟣 Optimizer |
⚫ Enterprise
Effectively managing your business processes requires a clear and collaborative view of how your people, tools, and processes connect. Puzzle's Workflows Canvas offers an interactive visual workspace to easily map, track, and optimize workflows in one place.
Whether you're simplifying day-to-day operations or solving complex process challenges, the Workflows Canvas empowers you to visualize interactions clearly, collaborate seamlessly, and continuously refine your processes for maximum efficiency.
Benefits of Using the Workflows Canvas
✨ Visual Clarity: Instantly see and understand your processes through interactive flowcharts.
🤝 Team Collaboration: Enhance teamwork by easily sharing, editing, and discussing workflows in real-time.
🔧 Process Optimization: Identify and resolve bottlenecks quickly, enabling continuous improvement and operational efficiency.
Getting the Most from the Workflows Canvas
1️⃣ Unlock the Power of the Workflow Sidebar
The Workflow Sidebar is your hub for quick navigation, streamlined communication, and easy access to workflow details.
📊 At-a-Glance Summaries: Quickly view the total number of sections, steps, and connections in your workflow, giving you immediate insights into your processes.
🗺️ Navigate Efficiently: Jump directly to any section with a simple click.
💬 Streamlined Comments: See all comments across the workspace from the comment tab on the Workflow sidebar. It's where you can find all team discussions, feedback, and collaboration around your workflow's steps.
2️⃣ Navigate and Explore Your Workflows
Navigate and interact with your processes seamlessly through these intuitive features:
🔍 Rapid Step Search: Quickly locate specific workflow steps using the powerful Search Bar.
🎦 Zoom & Interactive Controls: Zoom in for detailed editing or use the Fit View to get an overview of your entire process. For additional navigation tips, including keyboard shortcuts and advanced controls, refer to our Mastering Navigation and Shortcuts in Puzzle guide.
👁️ Step List for Quick Filtering: The List View displays all steps in a table format, making it easy to scan, filter, and manage workflows at scale.
You can filter steps by:
Step Type
Step Status
Executor
Roles
Attributes
Tools
Sections
Tab
The Tab column shows where each step is located within your workflow—providing valuable context when working across multiple tabs (such as departments, project phases, or archived processes). Filtering by Tab first allows you to narrow your view to a specific part of the workflow before layering on additional filters.
3️⃣ Easily Edit and Optimize Workflows
Keep your workflows accurate and up-to-date effortlessly:
📝 Dynamic Editing: Instantly edit steps, roles, tools, or notes directly within the canvas, with real-time visual updates.
🔀 Flexible Rearrangement: Easily rearrange workflow sections or steps by simply dragging and dropping, adapting your processes quickly.
4️⃣ Maximize Efficiency with Workflow Tabs & Default Views
Puzzle is constantly evolving to enhance workflow management, and we’ve introduced two powerful features to help you organize and navigate workflows effortlessly:
1. Organize Workflows with Tabs
1. Organize Workflows with Tabs
Now, you can categorize workflows into separate tabs to keep different processes structured and easy to access. This means:
✔ Less clutter – Group related workflows into dedicated tabs.
✔ Faster navigation – Switch between different workflow categories instantly.
✔ Improved collaboration – Keep teams focused on their relevant processes.
💡 Learn how to maximize this feature in our guide: Mastering Tabs in Puzzle.
2. Set a Default Workflow Tab for Instant Access
2. Set a Default Workflow Tab for Instant Access
Each user can now set a Default Workflow Tab so they land on their most-used tab every time they open workflows. No more unnecessary clicks—just jump straight to what matters most.
To set your Default Tab:
Open Workspace Settings → Workflow Settings.
Choose a Default Workflow Tab from the list.
Enjoy personalized, faster navigation every time you open Workflows.
🔗 Expanding Workflow Capabilities
To dive deeper into managing specific workflow components, explore our detailed guides:
These comprehensive resources help you master individual workflow features, enabling you to unlock the full potential of the Puzzle platform.
💡 Best Practices & Tips💡
🗂️ Organize Sections Clearly: Group related workflows into distinct sections within your sidebar for quick navigation.
💬 Engage Through Comments: Regularly utilize the commenting feature to foster team communication and collaboration directly within the workflow.
🎥 Include Rich Media: Embed supporting videos, documents, or links in steps to provide clarity and valuable context for your team.
🔄 Review Regularly: Schedule routine reviews of your workflows to ensure accuracy, efficiency, and continued optimization.
Conclusion
Puzzle’s Workflows Canvas provides clarity, collaboration, and efficiency, transforming how your team interacts with business processes. By using these tools and best practices, your organization can seamlessly manage workflows, improve visibility, and foster continuous operational improvement.
Explore and maximize your workflows today, taking your process management to the next level with Puzzle!