Publishing Flows & Actions

A flow is a step-by-step checklist that takes one of your books from manuscript to launch. An action is a single step — one job to do. The Actions page collects every outstanding step across all your books.

Flows are optional. You can use Pubblish purely for catalog management and never start one.

The Actions page

Open Actions in the sidebar. The sidebar item shows a badge with your count of open actions.

The page has two tabs: Open and Completed. Each open action names its step, book, stage, and due date. From a row you can:

  • Complete — tick the step as done.
  • Skip — set an optional step aside without doing it.
  • Edit — change the action’s details, such as its due date or notes.

You can also add a one-off action by hand with the quick-add form at the top of the list — fill it in and click Add. One-off actions don’t need a flow.

Use the filters above the list to narrow it by title, stage, source, or due date, or search by name.

Starting a flow for a book

You start a flow from the book itself:

  1. Open the title. Near the top of its edit page is a bar labeled Overview:. Click it to open the card behind it.
  2. In that card, click Publishing flow to open the panel.
  3. In the Start a publishing flow… dropdown, pick a blueprint — a ready-made checklist. Pubblish ships a Standard blueprint whose steps run through four stages: Prepare, Produce, Publish, and Promote.
  4. Click Start.

The panel now lists the flow’s steps. Tick a step to complete it. Filter the checklist by stage using the chips at the top (All shows everything). A step may say it is waiting on earlier steps. You can still tick it early — nothing stops you.

To remove a flow, click the × next to its name in the panel. Its open actions are dismissed.

Following your flows

On the Actions page, click Flows to see every running flow in one table: the Book, the Flow, its Progress, the Next step, the Target date, and the Projected finish. A flow projected to miss its target date shows an At risk badge.

Changing the blueprints

Owners and Admins can rename steps, add steps, and reorder them with the chevron buttons. Stage order is fixed and cannot be changed.

Reach the blueprint editor by clicking Manage flows — the button is on the Actions page, on the Flows page, and in a title’s Publishing flow panel. The Publishing Flows card on the Tools page opens the Flows page, so from there it is one more click.

Editing a blueprint affects flows you start afterwards. Flows already running keep the steps they started with.