The Flows app gives you a single place to see exactly where every project stands in its automation — which actions have run, what's coming next, and anything that needs your attention. This article covers reading that progress at a glance and stepping in to manage individual actions when you need to.

You can reach the Flows app from anywhere in Dubsado, and also from inside any individual project.

Both paths take you to the same flow list — the difference is scope. The global view shows every flow across all projects; the project view is pre-filtered to that project.

The flow list is your at-a-glance view of every active and completed automation. Each entry in the list shows the project name (with its project icon), the flow title, a preview of the next action scheduled to fire, and a progress bar indicating overall completion.

When all actions in a flow are done, the next-action preview shows All actions complete with a green checkmark. If a flow is paused, you'll see a pause icon in that spot instead.

The left navigation in the Flows app surfaces pre-filtered views so you can zero in on what matters most. Each view focuses on a specific state:

Flow templates are managed in a separate area of the Flows app. For details on creating and editing flow templates, see that article.

You can sort the list by Title or Recent in ascending or descending order. In the global view, use the Project filter to narrow the list to flows from a specific project. Inside a project's Flows tab, the list is already scoped to that project, and a search box replaces the project filter.

Each flow entry displays a progress bar made up of colored segments. Each segment represents one action in the flow, in order from left to right. The color of a segment tells you where that action stands:

Clicking any flow in the list opens a detailed node-based visualization of the flow. Each action appears as a card connected top to bottom in order. The flow header shows a status badge — In Progress (blue), Paused (orange), or Complete (green) — so you know the flow's overall state at a glance.

Each action card displays its status directly, so you don't need to hover to see when an action ran:

The flow header also contains controls for managing the flow itself — Pause / Resume, Edit, and Delete. For details on how to pause, resume, or delete a flow, see the article on managing your flows. This article focuses on reading and managing individual action nodes.

Each action node in the flow visualization may show one or more icon buttons depending on the action's current state. These controls let you step in and take manual action when automation alone isn't enough.

Force now immediately runs a pending action, ignoring any delay or timing rule configured for it. It appears on actions that have not yet run and have not failed.

Use Force now when you don't want to wait for the action's scheduled trigger — for example, when a client meeting went ahead of schedule and you want the follow-up email to go out right away.

Skip and mark complete marks an action as finished without actually running it. It's available on any action that hasn't run yet.

Use Skip and mark complete when you've already taken care of something manually — for example, you sent a check-in email directly from your inbox and don't need Dubsado to send it again.

Approve appears as a purple button on actions configured to require manual approval before firing. Clicking it allows the action to proceed. These actions are also surfaced in the Approval Required view so they're easy to find.

Retry appears on failed actions in place of Force now. If an action shows a red error state, fix the underlying issue first (for example, a missing email template or an incorrect trigger configuration), then click Retry to attempt the action again. For guidance on diagnosing specific errors, you can troubleshoot the error by checking out the flows errors article.

Once an action has run or been skipped, no manual controls appear on it. Completed and skipped actions cannot be re-triggered or undone from this view.

There are a few common reasons an action might not have fired yet. The action may still be waiting on its trigger condition — a blue "Sending on…" banner means it's queued and will fire at the shown date, while a gray trigger description means its condition hasn't been met. The flow may be paused — check the Paused view and resume it if needed. The action may also be waiting on your approval — check Approval Required and click Approve. Finally, if the action is timed to fire outside your configured active hours, it will hold until the next active period begins.

Open the Errored view, then click into the flow. Find the action showing a red error banner and read the error message — it describes what went wrong. Fix the underlying issue (such as a missing template or a broken trigger), then click Retry on that action. For more detailed troubleshooting steps, see the article on how to troubleshoot the error.

A faded orange segment in the progress bar means that action was skipped — you or a team member used Skip and mark complete on it. The action was marked finished without actually running, so the client did not receive whatever it would have sent.

No. Once an action has run or been skipped, it's locked and shows no manual controls. If you need to make a change, you can add a new action in the flow editor. For how to edit, add, or remove actions on a running flow, see managing your flows.