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...

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Project notes

Project Notes live right below the project name and help everyone immediately understand the main focus of a project.

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Adding Emojis to Tasks & Projects

Want to liven up your tasks and projects? Emojis are the way to do it!

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Project Timelines

Creating a project in Flow is just the first step. Next, you can add a timeline to establish a schedule, plan alongside...

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Editing Projects

To rename or change the privacy settings of a project, follow these instructions.

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Grouping projects together

Categorize or collect your projects so that you can keep your organization's high-level activities organized.

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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...

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Using Sections

Use sections to break up your task list into categories, priority level, or further organization. 

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Using Kanban

View all tasks from a birds-eye perspective. Eases the complexity of tracking each project by organizing tasks into clear, customizable sections.

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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...

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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...

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Adding shortcuts to Favorites

Promote projects you view frequently to your favorites list in the Flow sidebar.

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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.

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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...

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Exporting Projects

You can export open or completed tasks in any project. This can be handy for sharing progress with outsiders. 

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Duplicating Projects

Duplicating projects is useful for creating templates and for quickly creating new projects.

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Linking projects

Need a quick way to jump into a project? Paste a project link in a task or project note for easy access. 

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Archived projects

When all scheduled tasks are done, the project can be completed.

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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.

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