Verdeshell Flow — Setup Guide

Let's get your team planning and shipping — one simple step at a time.

A friendly, click-by-click guide to setting up Verdeshell Flow — your home for projects, boards and sprints. No technical knowledge needed. It comes in four parts: set up your workspace, create your first project, run your first sprint, then a quick tour of everything else the app can do. Follow along in order and tick each step off as you go. Stop and come back anytime.

About 90 minutes for the essentials 19 steps + a tour of every feature Updated October 2026

? How to use this guide

1Work top to bottom — Part 1 (Workspace) comes first because your projects build on it.
2Every step names exactly where to click, using the app's own menu names.
3Some steps are marked optional — skip them if that part isn't for you.

✓ Before you begin

✓You're signed in as the workspace Owner or an Admin — most of Part 1 is theirs to do.
✓A list of your team and their work emails for Part 1.
✓A first project in mind — even a rough idea is enough to start.

Set up — do these in order the first time

🏢

Part 1 · Workspace

Your workspace: plan, account, team, roles and the connections everything else builds on.

Create your workspace · Your plan · Your account · Invite your team · Roles & permissions · Set up Pods · Build your Teams · Custom fields · Connections & security

Steps 1–9

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Part 2 · Your first project

Create a project, shape its workflow, choose who can see it and fill the backlog.

Create a project · Shape your workflow · People & visibility · Fill the backlog · Organise the backlog

Steps 10–14

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Part 3 · Run a sprint

Plan and start a sprint, work the board, track progress, finish it and hold a retro.

Plan & start a sprint · Work the board · Track progress · Complete the sprint · Run a retro

Steps 15–19

Explore — when your team is ready

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Part 4 · Explore Flow

Everything else Flow can do — goals, roadmap, releases, reports, GitHub, import and admin.

Plan & align · Measure & report · Collaborate · Connect & move work · Organise your way · Admin & security

Optional tour

🤝Need a hand at any point? Email our team at support@verdeshell.com — we're happy to help you get the most out of Verdeshell Flow.