Getting Started with Projects App

This guide will help you get up and running with the Projects App, FlowState's core project and task management application.

Prerequisites

Before using the Projects App, ensure you have:

• Access to a FlowState workspace
• An active user account with appropriate permissions
• A modern web browser (Chrome, Firefox, Safari, or Edge)

Accessing the App

1. Navigate to the FlowState app launcher
2. Click on Projects (folder-kanban icon)
3. You'll be directed to the Projects Dashboard

Alternatively, you can access the app directly at:

/projects/dashboard

Initial Setup

Step 1: Understand the Navigation

The Projects App uses a hierarchical navigation structure:

Step 2: Explore the Dashboard

The Dashboard provides a central hub for all your project activities:

1. Projects Tab - View all projects with status and progress
2. Milestones Tab - See upcoming milestones across projects
3. Tasks Tab - Quick access to tasks requiring attention
4. Statistics - Overview of time tracked and completion rates

Step 3: Configure Your View Scope

In the My Day section, you can configure your view scope:

1. Click the scope dropdown in the header
2. Select your preferred scope:
   • Workspace - See items in current workspace only
   • Organization - See items across the organization
   • All - See all items you have access to

Your preference is saved and persists across sessions.

Keyboard Shortcuts

The Projects App supports keyboard shortcuts for power users:

Creating Your First Project

Ready to create your first project? Follow these steps:

1. Click the floating action button (FAB) in the bottom-right corner, or press Cmd/Ctrl+Shift+P
2. In the Quick Create modal, enter:
   • Title - A descriptive name for your project
   • Description - Brief overview of the project goals
3. Click Save to create the project
4. You'll be navigated to the project detail view

From the project detail view, you can:

• Add milestones to organize work phases
• Create tasks within milestones
• Attach documents
• Start discussions with your team

See Creating a Project for a detailed walkthrough.

Starting Your First Timer

Time tracking is built into every task:

1. Navigate to any task (from Dashboard, Tasks list, or within a Project)
2. Click the play button on the task to start the timer
3. The active timer appears in the header as a pill notification
4. Click the timer pill to view all active timers
5. Click stop to end the timer and create a time entry

Understanding the Hierarchy

Projects in FlowState follow a clear hierarchy:

Project
   |
   +-- Milestone (phase/sprint)
   |       |
   |       +-- Task
   |               |
   |               +-- Subtask
   |               +-- Time Entries
   |               +-- Discussions
   |
   +-- Documents
   +-- Discussions

This structure allows you to:

• Break large projects into manageable phases (Milestones)
• Decompose work into actionable items (Tasks)
• Further break down complex tasks (Subtasks)
• Track time at the task level
• Discuss work at any level of the hierarchy

Next Steps

Once you've completed the initial setup:

• Explore Features to learn about all capabilities
• Follow Creating a Project for a detailed workflow
• Check the FAQ for answers to common questions
• Review Troubleshooting if you encounter issues