Using Projects

Creating projects
Projects in Flow are a key piece in how you'll organize your team's work. Here's how to create them, with privacy in...
Read Article
Editing projects
To rename or change the privacy settings of a project, follow these instructions.
Read Article
Project timelines
Creating a project in Flow is just the first step. Next, you can add a timeline to establish a schedule, plan alongside...
Read Article
Grouping projects together
Categorize or collect your projects in the Flow sidebar so that you can keep your organization's high-level activities organized.
Read Article
Using the calendar
View all scheduled tasks and projects in a team in the Calendar view. It's the easiest way to stay on top of what you and your...
Read Article
Using sections
Use sections to break up your task list into categories, priority level, or further organization. 
Read Article
Project notes
Project Notes live right below the project name and help everyone immediately understand the main focus of a project.
Read Article
Using Kanban
View all tasks from a birds-eye perspective. Eases the complexity of tracking each project by organizing tasks into clear, customizable sections.
Read Article
Setting default project views
Some organizations want to see their tasks arranged in a list, other organizations benefit from seeing their tasks move through a process...
Read Article
Using your Favorites
The Favorites view is the top section of the left hand sidebar in Flow. Here's a little info about how each item...
Read Article
Adding shortcuts to Favorites
Promote projects you view frequently to your favorites list in the Flow sidebar.
Read Article
Inviting guests to projects
Add team guests to specific projects. Ideal for anyone you're working with who doesn't require full access to the team.
Read Article
Moving projects between teams
In order to move a project to another team, you must be a member of both teams, and then visit your team...
Read Article
Exporting projects
You can export open or completed tasks in any project. This can be handy for sharing progress with outsiders. 
Read Article
Duplicating projects
Duplicating projects is useful for creating templates and for quickly creating new projects.
Read Article
Linking projects
Need a quick way to jump into a project? Paste a project link in a task or project note for easy access. 
Read Article
Archived projects
When all scheduled tasks are done, the project can be completed.
Read Article
Leaving projects
You can leave any private project to which you've been added if you no longer need access to it. Here's how.
Read Article

Support Articles