Flows and Projects
Published July 25, 2026
Flows are the decision flows you build in QuizFlow Labs. Projects are optional folders that help you organize those flows by client, campaign, offer, team, or use case.
Use this page to understand Dashboard > Flows, the difference between All Flows, Unassigned, and project folders, and how draft and published status labels fit into the workflow.
Use projects to organize flows by client, campaign, offer, or use case without changing the flow itself.
How flows and projects relate
Flow
A flow is the decision flow itself: details, question blocks, outcome content, publishing, and analytics.
Project
A project is a folder for organizing related flows. One project can contain multiple flows.
Unassigned
Unassigned shows flows that are not currently inside a project folder.
Projects help you keep the dashboard clean. They do not change a flow's public link, publishing status, editor steps, or analytics.
Dashboard views
The Flows page gives you a few ways to scan and manage your work:
- All Flows shows every flow you own, whether it is inside a project or not.
- Unassigned shows flows that have not been placed into a project folder.
- Projects lets you switch between project folders and focus on one client, campaign, or use case at a time.
- Status chips show whether each flow is still in Draft or already Published.
What you can do from the flow list
From Dashboard > Flows, you can create a new flow, open an existing flow, filter by project, move a flow into or out of a project, and manage project folders.
Project actions are intentionally lightweight. Renaming a project updates the folder label. Deleting a project does not delete the flows inside it; those flows move back to Unassigned.
Flow actions and where they lead
Each row in the flow list includes shortcuts for the next thing you are likely to do. Use the actions as a launch point, then follow the linked guide when you need the full workflow.
Edit
Opens the Flow Builder so you can update details, questions, outcome content, and finish settings.
Publish or unpublish
Changes whether the flow is publicly available. Publishing also enables the public link workflow.
Public link
Opens or copies the hosted flow page once a flow is published and has a public slug.
Appearance
Opens presentation, embed, chatbot, launcher, and visual experience settings for a published flow.
Submissions
Shows completed responses for the flow. Use the analytics guide to understand submissions versus captured leads.
Export data
Use exports when you need to review response data outside QuizFlow Labs or send it into another reporting workflow.
Duplicate
Copies a flow so you can reuse a working structure for a new campaign, client, or audience.
Embed and chatbot options
Use the publishing guides when you want to place the flow on a website, launch it as a chatbot, or present it as an embedded experience.
The dashboard actions are shortcuts. The deeper guides explain the full setup, including embedded widgets, chatbot presentation, analytics, and lead reporting.
Plan notes
Free accounts can build flows without project folders. Basic accounts can create up to three projects. Pro accounts can create unlimited projects. See the pricing page for current plan details.
If the Create project action is locked or unavailable, check your current plan and upgrade options from billing or the locked feature prompt.
Step-by-step
- Go to Dashboard > Flows to see every flow you own.
- Use All Flows, Unassigned, or the Projects dropdown to choose the view you need.
- Create a project when you want to group flows by client, campaign, offer, team, or use case.
- Move flows into or out of project folders from the flow list actions.
- Open a flow to continue editing, preview it, publish it, or review its status.
Tips / Gotchas
- Flows in Draft mode cannot be shared publicly until you publish them.
- Moving a flow into a project is only an organization change; it does not alter the flow content or public link.
- Deleting a project moves its flows to Unassigned instead of deleting them.
- If project creation is disabled, your account may be on a plan that does not include project folders.
Next steps
Build a flow using the Details > Questions (Question Blocks) > Outcomes > Finish flow.
Generate a public link once your flow is ready.
Understand plan limits, upgrade prompts, and how locked project features are handled.