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 mind.
Projects are perfect for relating similar tasks and organizing your team. By default, projects are shared with everyone in the team, but you can also make them private or visible to a select number of members.
You also have the option to enable Default Sections, which will automatically populate your list with To Do, In Progress, Needs Review and Done sections. If your tasks will need to go through an approval process before they can be completed, this is a great way to save yourself some time. You can learn about other ways to use sections here.
When you're done, click Next to continue.
If you want to add one, just click the colour bar to select and then click Next. You can also click "Skip" if you don't want to add one or simply want to add one later. You can read more about setting project colours here.
Automatic access to a project by team members depends on whether the team is locked or unlocked. If locked, adding General and Limited team members to your project will add them as team Guests by default. If the Team is unlocked and you invite a General organization member to a private project, they will be added as a Member and can make changes to the project. If you invite a Limited organization member to an unlocked team, they will be added as a Guest, preventing them from making any changes to the project.
You can tell if a team is locked on the Teams page if there is a lock icon next to the name. Private teams are part of our Plus and Pro plans.
If at any point you want to change who your project is shared with, just click the '...' icon next to the project name on the project dashboard or on the right hand side of the project header when viewing the project.
This will open a panel where you can see who has access to your project, make changes to the current settings, and invite guests to the project.
You can create new shared projects from within the Task Form by entering a new project name in the respective project field and clicking the + suggested option when it appears
You can also add start and end dates to projects; to learn how, head here.