Set up · do these in order the first time
Part 1 · Your 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 1–9Part 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 10–14Part 3 · Run your first sprint & go live
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 + checklistEveryday use
Every section explained — pick any screen
Everyday use
Home
Your starting page: your work and what changed since you last looked.
HomeJump to…
Find any project, page or work item from the keyboard.
Sidebar › Jump to… (⌘K / Ctrl K)A work item
Open one piece of work, read it and move it along.
Board or Backlog › click a work itemFields on a work item
Status, assignee, estimates, dates and your own custom fields.
Work item › Details › All fieldsComments & @mentions
Talk about the work on the work item and pull people in by name.
Work item › Activity › CommentsFiles & time
Attach files to a work item and log the time you spent.
Work item › Files › Attach · Time › Log timeNotifications
Everything Flow has told you about, and how to keep up.
Bell (top bar) › NotificationsYour account
Your profile, sign-in and security, notifications and appearance.
Your name (foot of the sidebar) › Your accountOn your phone
Use Flow from your phone's browser when you're away from your desk.
Phone browser › ☰ Open menuProjects & backlog
Projects
Every project you can see, plus the archived and deleted ones.
Projects › Active · Archived · DeletedBacklog
The ordered list of work waiting to be done in a project.
Project › BacklogEpics, stories & subtasks
How big pieces of work break down into smaller ones.
Work item › ParentCreate work items
Add stories, tasks, bugs and more to a project.
Backlog › Create work itemClone & delete work items
Copy a work item to start the next one, or remove one you don't need.
Work item › Clone work itemImport from a CSV file
Bring a list of existing work into a project in one go.
Backlog › ⋯ › Import CSVBoards, sprints & retros
The board
See the work in columns and drag it along as it moves.
Project › BoardKanban projects
Continuous flow with no sprints, and limits on work in progress.
Project › Board (Kanban project)Stage entry rules
What a work item needs before it can enter a column, and what the board says when a move is refused.
Project › Board · work item › StatusSprints
Plan, start and follow fixed-length rounds of work.
Project › SprintsCapacity
Check how much your team can take on before a sprint starts.
Project › Sprints · BacklogComplete a sprint
Close the sprint and decide where unfinished work goes.
Project › Board · Sprints › Complete sprintRetro
Look back on the sprint together and turn ideas into actions.
Project › RetroGoals, roadmap & releases
Product Goal
The one long-term aim a project's backlog works towards.
Project › Backlog › Product GoalGoals
Goals your organisation is working towards, linked to the work.
GoalsRoadmap
Your epics on a timeline, so the whole team sees when big pieces land.
Project › RoadmapReleases
Group work into versions and see what's in each one.
Project › ReleasesComponents
Split a project into parts, each with a lead who picks up new work.
Project settings › ComponentsReports
Sprint
How the current or a past sprint is going against its plan.
Project › Reports › SprintDelivery
How much your team finishes over time.
Project › Reports › DeliveryFlow
How smoothly work moves from start to done.
Project › Reports › FlowTeam
How the work is spread across the people on the project.
Project › Reports › TeamYour organization
Members
Everyone in your workspace, their access level and invitations.
Organization › MembersTeams
Groups of people who work together, each with a team manager.
Organization › TeamsPods
Capability areas: long-lived groups of people, teams and projects.
Organization › PodsRoles & custom roles
What each role may do, and roles you build yourself.
Organization › Teams › Custom rolesCustom fields
Extra fields your organisation adds to work items.
Organization › Settings › Custom fieldsBilling
Your plan, seats, invoices and payment details.
Organization › BillingMore than one organisation
Belong to several organisations and switch between them.
Organisation name (top of the sidebar)Settings, security & connections
Project settings
Each project's own settings, for the people who lead it.
Project › Project settingsWorkflows
The stages work moves through, and templates to start from.
Project settings › Workflow · Organization › Settings › Workflow templatesOrganisation settings
Your organisation's name, working day timezone and plan.
Organization › Settings › GeneralGitHub
Connect GitHub so commits and pull requests show on work items.
Organization › Settings › GitHub · Project settings › RepositoriesSlack
Send assignments, comments, mentions, status changes on watched items, and sprint starts and completions to a Slack channel.
Organization › Settings › SlackSecurity
Sign-in rules for the organisation and two-factor authentication for you.
Organization › Settings › Security · Your account › Sign-in & security