Skip to main content
Your guide to build in Yeeflow

Comprehensive guide on building custom applications in Yeeflow, from initial creation to automation, collaboration, data collection, coding.

Updated over 9 months ago

Welcome to Yeeflow! This guide covers all the ins and outs of building in Yeeflow, from your very first application to a fully automated and integrated solution.


First, what is Yeeflow?

With Yeeflow, you can build powerful, custom applications to support your team’s most important business needs.

In practice, this might look like a content portal, a product roadmap, an event schedule, a company goal tracker…or all of the above! Yeeflow is flexible enough to handle workflows big and small, and to grow as your team’s needs evolve.

We know that creating an “application” can sound like a tall order, but we promise that with this guide, a little effort, and Yeeflow, you’ll be creating your own tools in no time.

Here’s a glimpse of what’s possible with Yeeflow:

  • Manage your work from end-to-end.

  • Quickly generate polished, ready-to-share visuals.

  • Give stakeholders the context they need.

  • Align your teams around a real-time, single source of truth!

People use Yeeflow to do everything from tracking job interviews to managing large-scale production, and thousands of companies use Yeeflow to run their most important business processes every day. So how does one platform help accomplish all that? Learn more here.

Get ready to take action!

Along the way, we’ll share examples from some real-world team applications—and we encourage you to build your own application as you go. It’s a useful way to learn, and, as you follow along, you’ll create the foundation for your application in Yeeflow.

This guide will take you through everything you need to build your first fully functional Yeeflow application and workflow! Follow along with the eight stages of this guide—and if you’re already familiar with Yeeflow, choose the stage that feels the most relevant for you.

Go ahead and explore each stage below:


1. Building your first application

In this stage, get a crash course on the fundamental basics of what Yeeflow is and how it works—and start creating a tool that’s designed for your work.


2. Create your data list

Building in Yeeflow starts with capturing your data. Using data list to create your data structure and set proper layouts.


3. Automate your business process

Investing early time and effort into improving your internal business management process can help you reach your goals, and speed up the collaboration across departments of your organization. In this stage, map out your workflow and learn how you can optimize it with Yeeflow.


4. Report on metrics with dashboard

Dashboards are a lifesaver when it comes to viewing essential info in one fell swoop, and Dashboard Designer’s data analytics controls are perfect when you want to aggregate information, highlight trends, or visualize distribution in charts and graphs.


5. Set your team up for success

If you’re working with a team, effective collaboration is essential to your work. In this stage, learn best practices for bringing your team in to your new workflow, and making day-to-day teamwork as easy as possible.


6. Collaborate with customers, partners and more

Save yourself time and effort to collaborate with external teams, like your customers, partners, and suppliers with one platform. In this stage, learn how to use Yeeflow's service portal feature to build the applications to connect the internal and external resources effectivity.


7. Collect data from public

Public Forms enable individuals outside of your organization to submit data. Creating an Anonymous Survey, or online registration with Yeeflow's public form and save to your data list and generate real-time reporting.


8. Build (even more) on Yeeflow

Got something really specific in mind? With a bit of code, the sky’s the limit. In this stage, explore options for everyone from beginner coders to experienced developers.


Keep this page handy as you create and evolve your team's application in Yeeflow. You probably won't learn everything on this list in one sitting, but rather come back to add and expand your workflow as your team's needs change.

Did this answer your question?