Navigating Floxar: the main areas of the app

When you sign in to Floxar, you land on the Home page, and a navigation bar stays with you throughout the app. This article walks through the main areas and what each one is for, so you know where to go for any given task.

Home

Home is your starting point. It has three tabs: Overview, Worklist and Tasks. Overview summarizes your team's activity; in a new account it also holds a checklist for getting started.

Worklist

The Worklist is where you get to work. Its Open trails section lists your own runs in progress, active, paused or transferred to you, with tabs to narrow them and a search; continue any of them with one click. Its Start a flow section offers flows to start, from your favorites, the flows you used recently, the ones trending across your team, or a search; choose Start to begin a new trail. The tab shows how many open trails you have, and links lead to all your trails and to the queue. The Worklist is also in the navigation, so it is always one step away.

Tasks

Tasks are simple personal to-dos, separate from flows and trails: a title, optional details and an optional target date. Use them for the things around your process work that still need doing. Anyone can keep their own list; people with the Edit permission can also assign tasks to others, and see the tasks they assigned. You are notified when someone assigns you a task, and when a task you assigned is completed. Tasks belong to the organization or group you are working in, so each level has its own list. Tasks are in the navigation and on Home.

Search

Search is where you go when you know what you are looking for. You can search flows and bits by name, description, or content, switch results between flows and bits, and re-run recent searches. Results respect your access, so you only see content you are allowed to open.

Library

The library is home to reference material — the read-only supporting documents (policies, guides, FAQs) that back your processes. You can search and filter the library and view results as cards or a table. Users with editing permission can also add new references here.

Trails

The Trails area lists execution records — the trails produced whenever someone runs a flow. You can filter them by status, priority, flow, categories, date and assigned person, switch between card and table views, and open a trail to resume or review it. As everywhere in Floxar, you only see trails you have permission to access.

Queue

The queue holds unassigned work: trails that are waiting for someone to pick them up. You can search and filter the queue, including by priority and categories, to find the work meant for you, gauge how large the backlog is, and open an item to claim it and start working.

Analytics

Analytics answers the question "how is my operation performing?" It presents metrics and visualizations — such as completion and progress measures — over a date range you choose, organized into panels. It is aimed primarily at people overseeing process performance, and it is also useful to content authors evaluating how well their flows work.

To see where one flow's open work sits right now, bit by bit, open that flow's Live view from the menu on its card or from the Diagrams tab of Analytics, which lists the flows with work and opens each one's structure, its open work now, or its trends over the period. The Now and Trends views are available to people with the Edit or Admin permission level on the flow's organization or group; the Structure view to everyone who can see the flow.

Notifications and announcements

The bell icon in the navigation bar opens a panel of recent notifications, and the Notifications page holds the full history, where you can page back through older items and mark everything as read. Announcements are broader messages published within your account: everyone sees the announcements addressed to them, and users with editing permission can compose and manage them.

Creating and editing content

If you have editing permission, you can create new flows and bits and edit a bit's content in the rich-text editor. There is also a guided tool for creating many trails at once from a spreadsheet file, which is useful when setting up a batch of work.

Profile and account administration

Your profile page shows your name, email, and an overview of what you can access; if you belong to more than one account, you can switch between accounts from there. Administrators additionally have account management areas covering account settings, the organization and group structure with its access assignments, the user roster (including invitations and role assignments), registered automated agents, and an audit history of account activity.

Last reviewed: 2026-10-08