The Projects view in Flow is your access to all shared projects. It’s a collaborative space where you can see tasks organized into projects and projects organized into groups—and how they all fit together.
Where Tasks allows you to focus on the individual tasks that build toward a shared goal, Projects helps unify them into a cohesive vision. Here, you can access individual projects or the groups that organize them into an even bigger body of work. To access the Projects view, click Projects (the flag icon) in the main navigation bar.
This will bring you to the Team Dashboard, where you can create new projects and organize them into groups to further clarify their purpose.
Groups are folders that help to order projects by some unifying element, such as the client they relate to, the department that will work on them, or the tool that each project contributes to improving. They’ll appear on the dashboard as columns that you can drag projects under. You can also click on the group names and drag to reorder the groups themselves.
Projects are represented as cards in the default column view. You can set a colour and icon for your project on the dashboard by clicking the “…” link in the top right corner of the project card and selecting “Set Color and Icon” from the dropdown. Colours can be used for more than aesthetics—you can use them to differentiate teams, clients, or the type of work. You can read more about this feature here.
You can switch between list, column and calendar views to suit every working style. Just click the icons next to the team name at the top of the dashboard to toggle between them. The four-square icon will switch you into column mode, the list icon will turn the cards into list items and the calendar will show you all your scheduled tasks across all projects. This view is user-specific, so changing it for yourself won’t change it for the rest of your team.
If you click the team name next to the view buttons and select “Show Team Details” from the dropdown, a pane will open on the right where you can add more details (and people) to your team. Here, admins can edit the team name, add a short description of what type of work is done in it, and adjust privacy and task clearing settings. New team members can also be added here.
On the top right of the Dashboard, you’ll also see Filter and Show options. Filter allows you to filter your projects by different attributes, including status (is it On Track, Off Track or At Risk?) and whether it is private or has a timeline. Show allows you to view any projects that you’ve archived in its own section on the Dashboard.
The Projects sidebar lets you traverse the expanses of your team from any project view. It’s essentially your Team Dashboard in a bite-size format. Once you add a team to it, you’ll see all the groups and projects within that team and can navigate between them with just a click.
You can add teams to your sidebar by clicking the + button next to Teams. Then, select the team you want to add by clicking the + next to its name in the dropdown that opens. You can also type the name at the top to narrow down the results. If you ever want to remove a team, just repeat these steps. Once you’ve added a team, all the projects within that team (that you have access to) will appear below the team name in the sidebar and can be accessed with a click.
If you spend a lot of time in the same few projects, you may want to consider pinning them to your sidebar. This allows you to quickly jump into them from any project view without having to navigate back to the dashboard or scroll through the sidebar. To pin a project, simply click the pin icon next to the project name on the Team Dashboard. You can also click on the project name at the top of the project view and select “Add to Pinned Projects.” Repeating the steps again will remove the project from the sidebar.
And of course, you have projects themselves. To access a project simply click on the project name in the card or list item. This will drop you into the project view where you can create new tasks and sections to organize them in. To move tasks between sections, you can edit the section field in the task or simply drag and drop them. You can also reorder sections using drag and drop. To create a new task in a particular section, click the + next to the section name.
Much like the Team Dashboard, each project has its own menubar that allows you to change views, add more detail to your project, filter by teammates or tags, and change the sort order. You can switch between column, list and calendar views by clicking the icons next to the project name at the top. You can also click “Details” to add, edit, or view project details like notes, timelines, files and project members. The Filter allows you to see only those tasks that are assigned to specific users or that have a particular tag, while Sort allows you to set a Custom sort to show any sections you’ve created, or use a pre-built sort like by Assignee, Title, or Priority, among others, to clearly organize your project.
You can also access project-specific settings by clicking the “…” in the top right side of the project view. Here, you can duplicate, archive, and export your project, among other options.
For more in-depth instructions on creating and editing projects, head here.