SmartFlows(TM) are Dock’s special sauce. They help you create conditional steps around custom tasks and processes specific to your organization by linking them with different logic.
View your SmartFlow as a list of Tasks on your Home page. The SmartFlow will guide you through the most logical next steps to scale processes and understand any inefficiencies.
To create a SmartFlow, navigate to your Workflow Library 
on your left-hand navigation bar, then click +Add SmartFlow on the right side of your screen.
Enter a name and click Save to create your SmartFlow:
In your new SmartFlow, you’ll see a toolkit on the left with the option to add a task, decision tree, or workflow. Drag and drop the components you need directly into your blank SmartFlow:
Let’s take a look at adding a decision tree. Once you drag and drop the decision tree in your SmartFlow, you’ll see a task above two options and task descriptions. Enter the name of the task, what each subsequent option should say, and a logical next step for each option in the task description section
Click the pencil next to any text you have entered to open the task drawer. You can add additional details here, like assignees and due dates:
To add more details to your SmartFlow, drag and drop an additional component from the toolkit, like a task. Once you name your new task, hover over it, click and hold the blue +, then drag your cursor to anything on your SmartFlow that should be connected to this task:
You can also add additional branches to a decision tree. Click the existing box you’d like to connect to a new branch, then drag and drop a new decision tree from the toolkit:
Enter the options, followed by the next logical step for each in the task description section. For example, you could have a task to call a patient to schedule an appointment, followed by two options: “appointment scheduled” and “appointment not scheduled” (maybe the patient didn’t answer their phone):
In this example, let’s say the appointment wasn’t scheduled. Let’s add a step to retry scheduling.
We can also set a time until the next task is due based on the completion of a prior task. Hover over one of the blue options you’ve named to add time until the next task. Then select how long you want between tasks:
You’ll see on your SmartFlow how long you’ve set between tasks:
What if you can’t reach the patient on your third attempt to schedule the appointment? You can add a new branch to your decision tree to make a third attempt at scheduling.
Note: When you drag and drop a new branch, two options will automatically appear. If you only need one option, like making another attempt to schedule, you can simply delete the other option by hovering over it and clicking Delete Link.
What if you were able to schedule on the second attempt? To close the loop, let’s link the “Retry scheduling” task to the task indicating an appointment was scheduled. Now, the task will automatically be completed each time you’re able to schedule on the second attempt:
Next, we'll add another branch to the “retry scheduling” task and follow the same steps to delete one of the options and link the task to “patient scheduled.” This way, if you can’t schedule on the second attempt but you can on the third attempt, your SmartFlow will automatically be completed:
Can’t schedule on the third attempt? Let’s name the newest option “Unable to schedule” and link it to a task to cancel this patient’s surgery:
Dock pro tip: Connect a task in a SmartFlow to an entirely different workflow by dragging and dropping a new workflow in your SmartFlow. Click the + to connect a workflow, then you can link that workflow to a task in your SmartFlow.
Now, each time the task you selected is completed, your SmartFlow will automatically lead to the workflow you connected:
