Help & Learn

How FlowBoard works

Everything you need to know about tasks, boards, and projects — kept here so the working screens stay focused on getting work done.

Go to Tasks Go to Projects

The basics

FlowBoard turns ideas into experiments, launches, and measurable impact. Capture a task, then move it across the board lanes until it is done.

3 Board lanes ∞ Tasks captured 2 MB Safe evidence files
  1. Capture a task. Type what needs momentum on the Tasks page and press Add task.
  2. Add details (optional). Owner, due date, project, priority, notes, and attachments live behind Add details.
  3. Move it forward. Drag the card across lanes, or use the card buttons, until it is finished.

Task lifecycle

Signals, experiments, launches, and learning cycles move through four simple stages.

Discover

Collect customer signals, research notes, and bold opportunities.

Prototype

Convert tasks into experiments with owners, evidence, and due dates.

Launch

Track progress across lanes and push validated ideas to delivery.

Learn

Review outcomes, attachments, and team context for the next cycle.

Projects & PMP

Any task with a Project / Topic is grouped on the Projects page for basic PMP tracking — ownership, stage, blockers, and delivery progress in one place.

01

Add project

Create the project topic and its first PMP charter task so it appears on the board immediately.

02

Add teams

Build departments, delivery squads, or client groups.

03

Sub-teams

Place disciplines and workstreams under the right team.

04

Members

Add owners, then assign tasks for linked ownership.

10 project processes to run before delivery

Follow these steps for every project so tasks stay connected to PMP methodology, team ownership, and next actions.

  1. 01Build the project charterDefine business value, sponsor, and success criteria.
  2. 02Identify stakeholdersMap decision makers, users, owners, and communication needs.
  3. 03Collect requirementsCapture expectations before tasks move into execution.
  4. 04Define scope and WBSBreak work into clear deliverables and task groups.
  5. 05Plan schedule milestonesSet due dates, dependencies, and sprint checkpoints.
  6. 06Estimate cost and resourcesConfirm people, time, tools, and budget needs.
  7. 07Plan quality acceptanceAgree how completed work will be reviewed and approved.
  8. 08Manage risks and issuesTrack blockers, responses, impact, and escalation owners.
  9. 09Execute and monitor workMove tasks, review progress, and keep stakeholders informed.
  10. 10Close and learnConfirm acceptance, capture lessons learned, and archive notes.

Tips

  • Plan the next sprint: keep the sprint goal to one clear sentence.
  • Collect requirements: add owners to unclear items so follow-up is easy.
  • Review completed work: review at the same time each week for consistency.
Add your first task Add a project