Setting Your Team Up for Success In Flow
Create a team for each department
Teams are where all your work, including projects and tasks, will be created and organized so it’s the first thing you’ll need to set up for your department.
If your department is composed of several smaller groups, like PR, Advertising, Content Marketing, etc., it might make sense to set up teams for each. Otherwise, you’ll be better off with just one called “Marketing” or “Creative” that encapsulates the larger focus of your work.
If you belong to multiple teams and want to take a look at the most recent activity across all your teams down the road, simply click the Overview tab. There, you can get a universal look at everything happening across departments..
Design campaigns with projects
Once you have the space to work, the next step will be to build out a marketing campaign by creating a new project. Make sure you use a descriptive title like “Website Rebrand.”
Next add a Project Note to describe the goals, overall objectives, and audience of the campaign for your teammates. You can also use the project note to set milestones.
Using Sections within your projects allows you to further organize your tasks into specific categories or to define the stages of the campaign. As your task progresses through the various stages, you drag your task through the different section so you know exactly where it sits along the pipeline.
Another great way to organize this type of project is with the more visual Kanban view, which is particularly well-suited to creating a timeline for campaigns. Title sections as dates or date durations so your team will know what’s happening when at a glance.
Group projects together
Just like departments and teams, projects often overlap and relate to one another. The easiest way to unify different projects under one heading is by creating groups. For example, a social media team could create a separate project for each of their social media channels and then group them under a “Channels” group
To create a group, simply click the + icon next to Projects in the sidebar and select New Group.
Next you’ll name your Group and select the projects you want to add to it. When you’re ready click Create Group.
Once saved, groups can be expanded and collapsed for quick and easy navigation in the sidebar.