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Flow

Geiger Flow

Flow is where your team plans and tracks work. Each project gets an issue tracker, tasks, milestones and goals, a planning board, reporting and its own chat.

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Basics

Opening Flow

Flow works inside a project. Open your organization in Dash and launch Flow from one of its projects. Everything you create there belongs to that project, and everyone in your organization can open it.

The project sidebar lists its areas in this order: Overview, Issues, Tasks, Work Queue, Grounding, Planning, Projections, Milestones, Goals, Reporting, Objectives, Assets, Logs, Team, Resource Allocation, Vault, Externals, Security and Settings. Each add-on you turn on adds its own entry. Issues opens the issue tracker in a new browser tab, and every other area opens inside the project.

To hide areas you don't use, go to Settings → Navigation. That changes only your own sidebar, in that project. The Project settings guide covers it.

Basics

Trying Flow in the playground

The Flow playground opens a sample project in Flow without an account, so you can click through its areas before you sign up.

Changes you make in the playground last until you reload the page, and add-ons start turned off. Anything the playground can't do shows "This isn't available in the playground."

Areas

What's in a project

Each area in the project sidebar covers one part of running the project, and each has its own guide. The sections on this page sum them up and link to each one.

Project overview: activity, deadlines, workload and top issues
Issue tracker: lists, boards, triage, cycles and divisions
Tasks and Work Queue: status, priority, stage and what's due next
Grounding: direct messages, channels, threads and calls
Planning board: notes, images, files and calendars on a canvas
Projections: releases, reviews and deadlines on a calendar
Milestones, goals and objectives with key results
Reporting: time entries, workload and open work
Assets: the project's uploaded files and media
Logs: the project's activity log
Team and resource allocation
Vault and externals: shared secrets and outside links
Security: findings, access policies and keys
Settings: project details, your sidebar, add-ons and usage

Issues

Issue tracker

Issues have their own tracker. Choosing Issues in the project sidebar opens it in a new browser tab, with Inbox, My Issues, and the project's Issues, Triage, Cycles, Divisions and Views.

  • Status: Backlog, Todo, In Progress, In Review, Done, Canceled or Duplicate
  • Priority: Urgent, High, Medium, Low or No priority
  • Properties: assignees, labels, division, cycle, estimate and due date

Show issues as a list or a board, group them by status, assignee, priority, division, cycle or label, and filter on the same fields. An open issue is overdue the day after its due date.

Cycles are the project's milestones, with issues planned into them. Divisions are its objectives, each with a lead, health and progress. Initiatives lays both out on a month-by-month timeline of 3, 6 or 12 months.

The Issue tracker guide covers everything you do with issues, and Cycles, divisions and initiatives covers planning them.

Tasks

Tasks and the Work Queue

Tasks holds the project's planned work. Each task has a status (To Do, In Progress, Blocked or Done), a priority (Low, Medium, High or Critical), a type and a delivery stage, along with assignees, dates, progress and comments.

Work Queue shows the same tasks as one list, ordered by due date, so the top is always what's due next. The Tasks guide covers both.

Chat

Grounding

Grounding is the project's own chat. Choosing Grounding in the sidebar opens direct messages and channels, with threads, replies, reactions and file attachments. You can start an audio or video call from any conversation, and message people from outside the project.

The Grounding guide covers conversations, files, calls and notifications.

Planning

Planning and scheduling

Three kinds of screen help you plan a project's work ahead of time.

  • Planning is a canvas of notes, links, comments, images, files and calendars that you arrange and connect, kept in as many planning files as you need. See Planning board.
  • Projections puts milestones, releases, reviews and deadlines on a calendar you browse by month, week or day. See Projections.
  • Milestones are dated checkpoints with a checklist of tasks, Goals are measurable targets with key results, and Objectives group goals on a board of their own. See Milestones and goals.

Reporting

Progress and reporting

Three screens show how a project is going.

  • Overview, where a project opens, sums up recent activity, upcoming deadlines, workload, task status and the open issues to look at first. See Project overview.
  • Reporting is where you log time, and it lists open tasks and issues, each person's workload and a weekly timesheet. See Reporting.
  • Logs is the project's activity log: what changed, who changed it and when, with filters and a CSV export. See Logs.

Team

Team, files and access

  • Team records who works on the project and their role, and Resource Allocation plans how much of each person's time the project takes. See Team and resources.
  • Assets holds the project's uploaded files and media, up to 25 MB each. See Assets.
  • Vault keeps the project's passwords, API keys and other secrets encrypted, each opened with a PIN, password or passkey, and Externals links the outside services the project uses. See Vault and externals.
  • Security tracks security findings, access policies and the project's keys. See Security.

Settings

Settings and add-ons

Settings holds the project's name and description, how many rows its lists show, which areas appear in your own sidebar, its add-ons and its usage figures. See Project settings.

Add-ons are optional screens you turn on for the whole project under Settings → Add-ons, such as the System Architecture canvas and Budget Tracker. See Add-ons.

Reference

Keyboard shortcuts

In the issue tracker, single-key shortcuts work anywhere except while you're typing in a field:

  • Ctrl K or Ctrl / (⌘ K or ⌘ / on Mac) opens the command palette
  • C creates an issue
  • G then a letter goes to a view: I Inbox, M My Issues, A Issues, T Triage, C Cycles, D Divisions, V Views, R Initiatives, S Settings
  • J and K, or the down and up arrows, move through an issue list, X selects the focused issue and Enter opens it
  • Esc clears the selection, or clears and closes the search box

The Issue tracker, Tasks, Grounding and Planning board guides each list their area's shortcuts.