Getting started in Flow 8 steps
Quick guide to getting started in Flow
Welcome to Flow! With this quick start guide, we’ll walk you through the essentials of getting started in Flow.
Understanding Teams, Projects and Tasks
Flow organizes people into Teams and their work into Projects and Tasks. Put simply, teams are groups of people and projects. They can be private to you, invite only or open to everyone in the organization.
Flow will automatically create your first team for you, called General. To edit your team — or create additional ones — simply click the v next to your organization name in the top left and select 'Teams' in the dropdown menu.
Starting out — and if you’re using Flow with less than 10 people — it’s usually best to keep everything in one team.
If you’re working with a larger group, most organizations should organize their teams based on departments or clients. Read the full creating teams article here.
Inviting your team members
Now that we’ve created a team, we’ll need to invite the people you’re working with in Flow to collaborate on projects and tasks. In the bottom left of your screen just click “Invite members” and enter the email addresses of the team members you want to add.
Each person will receive a simple activation email that they can click through to log in.
Read the full inviting organization members article here.
Creating a Project
Now that our team is in, it’s time to create a project and assign some tasks. In Flow, a task is a single action item that can be assigned, collaborated on and completed. A project is a collection of multiple tasks all pointed at the same goal. To create a project simply click the + next to “Projects” in the sidebar. Once created, you can add a clear description of the purpose for your project in the project note field that appears beneath your project name. You can also add a start and end date to create a timeline for the project. Read more about this option here.
Creating and Assigning Tasks
Next, we need to create the tasks required to progress and complete the project. To start creating detailed tasks in Flow, just click the green + button in the top right corner of the app or hit Enter/Return on your keyboard. This opens a task pane where you can enter more details.
Easily attach notes and related files, choose a team, project, set a due date and assign it to a relevant team member in the project.
As work on each task moves forward, everyone in the project can use Task Comments to keep updates and questions focused around individual tasks. If the responsibility of the task changes, you can always reassign it to a new teammate. Read the full creating tasks article here.
Organizing Projects with Sections
To keep your task list within a project organized, create sections to group related tasks or create a process that your tasks will move through. To do so, click “Add a section” at the bottom of your project view. Name it and drag and drop your tasks into your sections.
And it's as simple as that! Now that you're set up, it's time to dive into Flow, get organized and start collaborating with your team. You’re well on your way to becoming a Flow Pro, but if you’d like to get a more in-depth look at Flow’s features and workflows please sign up to attend our free, weekly workshop here or take a look at our Support Centre.
If you have any questions at all, just email us at email@example.com