Wrap-up (Close) and reopen collaborations

When your Flow is finished, you Wrap-up.

This typically happens when both parties feel the goals and objectives for the Flow have been met. Only the Leader from the party which created the Flow can wrap it up.

Who can do this?	CREATING LEADERS
In which plan?	FREE INVITEE STARTER PLUS ULTIMATE

What happens when you wrap up?

A couple of things happen when you initiate the wrap-up process.

The Flow is locked down, so no more work can take place.
The Flow will be removed from your Active flows view and added to the Closed flows view
Participants can download an archive (ZIP) of all the entire Flow, including content, messages, and chat. The archive is designed to be loaded into your organization’s records retention system.
The Flow will be removed from our server after a grace period. We remove the content from our system to ensure privacy and data security.
Before the end of the grace period, leaders from the creating party can Reopen the Flow If necessary.

How to wrap-up a TakeTurns Flow

Reminder: Only leaders from the creating party can Wrap-up.

To Wrap-up a Flow:

Open Flow you wish to Wrap-up.
Open the Flow menu (the ellipsis in the upper right-hand corner)
Choose Wrap-up.

Type a brief message to your other party explaining why you’re wrapping up.

Click confirm to Wrap-up.
All participants can now download an archive of the entire Flow for their records.

How to reopen a closed TakeTurns Flow

Reminder: Only leaders from the creating party can Re-open.

To reopen a Flow:

Open the closed Flow you’d like to close. To find your closed Flows use the Closed Flows view.
Open the Flow menu (the ellipsis in the upper right-hand corner)
Choose reopen.

Type a brief message to your other party explaining why you’re reopening.

Click confirm to confirm reopen.

What happens after the grace period

When a TakeTurns Flow is wrapped up or closed, participants can still access it to view and download its content until the grace period is reached. After the grace period, the Flow and its content will disappear.