Using Tasks

  • Attaching Dropbox files

    Flow makes it easy to share any of your files directly from Dropbox with your co-workers in a task. Sharing files from your Dropbox account allows you to work with the most up-to-date versions so your team is always on the same page. Read more…

  • Completing tasks

    When you’re finished with a task, you can click the checkbox (to the left of the task name) to complete it. Read more…

  • Prioritizing tasks

    Some days, it may feel like you have more tasks than you know what to do with. Knowing what to work on when is a crucial element of task and project management, so it's important to find a way to distinguish high priority tasks from everything else. Below you'll find... Read more…

  • Editing tasks

    Whether you want to correct a typo or just need to make changes as the task progresses, editing is essential to keeping tasks up-to-date. Read more…

  • Flagging tasks

    Flagging tasks is a great way to highlight and track your important tasks (only you can see your flags.) Just hover over the task you want to flag in the project view and click the flag icon beside it. Read more…

  • Attaching Google Drive files

    Flow’s Google Drive integration allows you to attach and share important Google Documents, Spreadsheets, Presentations, and other files stored in Drive with your co-workers in any Flow task. Like regular uploads, you can preview the files directly in Flow or jump int... Read more…

  • Repeating tasks

    Repeating tasks take the work out of tasks that you need to complete daily, weekly, monthly, or even annually. When you complete an occurrence of your task (or if it becomes overdue), the next occurrence will automatically populate in your project. Read more…

  • Creating tasks via email

    Flow lets you quickly create tasks by sending an email to tasks@getflow.com. The email subject will become the task title and the body of the email will be added as a comment. By default, tasks you email will be added to My Tasks. Read more…

  • Private tasks

    Private Tasks is a secure view in your Favorites to create tasks that no one else can access without your permission. It's a perfect place to enter reminders for yourself, ad-hoc tasks that don't fit into a project, and to collaborate privately on tasks with other te... Read more…

  • Subscribing to tasks

    You’re automatically subscribed to tasks that are assigned to you and that you’ve created, but you can choose to subscribe and unsubscribe from tasks that are assigned to teammates. Subscribing ensures you receive notifications on all task activity. Read more…

  • Calendar sync

    To sync your Flow calendar with your favourite calendar app, click "Calendar" above the calendar view, and select "Sync to Calendar." Read more…

  • Creating tasks

    Tasks are at the core of our work and rightly at the core of Flow. As such, we’ve made creating tasks as easy and powerful as possible. Read more…

  • Unassigned tasks

    Sometimes a task isn’t immediately actionable when you create it, which can make it hard to decide who to assign it to. In these instances, you can leave a task unassigned so it can be claimed or assigned at a later date. Unassigned tasks can also be used as project ... Read more…

  • Time tracking with Harvest

    If your organization uses Harvest for time tracking, Flow provides an easy way to track time for your tasks directly in Flow. Organization owners can turn this integration on (or off) in Organization Preferences at any time. Read more…

  • Filtering & sorting tasks

    The filter bar lets you organize your projects to help focus on what needs to get done. To open it, click "Filter" above any project and start typing in the available field. Likewise, you can collapse the filter bar by clicking "Filter" again. Read more…

  • Comments & attachments

    Tasks are a great way to localize discussions and share files with other people. Below the task detail fields and activity, you’ll see a comment box. Click to expand, type your comment and then click "Post" or hit Command-Return (Ctrl-Enter on Windows) on your keyboa... Read more…

  • Deleting tasks

    Most of the time, you’ll complete tasks to remove them from active projects. But you can also delete tasks that you know you won’t need to access again in the future. To delete, click on a task to open the task pane, click the ... icon at the top of the pane and sele... Read more…

  • Task notes

    Task notes allow you to include a short description to your task to clarify its purpose or scope and to provide additional info to everyone involved. Task notes might include links to relevant resources, a list of expectations, or roadmap for the task. Read more…

  • Attaching Box files

    If your team uses Box as their primary fileshare tool, you can quickly share your Box files in a Flow task by enabling Flow's easy-to-use integration. Sharing files from your Box account allows you to work with the most up-to-date versions of documents and attachment... Read more…

  • Linking tasks

    Tasks are almost never standalone ventures; they're typically part of a larger project or related to a handful of other tasks. In these cases, it can be helpful to jump from one task to another without too much clicking. This is also useful if one task is dependant o... Read more…

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