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Core Concepts

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Documentation Core Concepts

Projects

Projects are the foundation of Flowcept. They organize your tasks, define your workflow columns, and bring your team together around shared goals.

What is a Project?

A project is a container for related tasks. It could represent:

  • A product roadmap
  • A marketing campaign
  • A sprint or milestone
  • A personal to-do list

Creating a Project

  1. Click the "+ New Project" button in the sidebar.
  2. Enter a project name (e.g., "Q1 Product Launch").
  3. Choose a view type: Kanban or List.
  4. Optionally select a template to start with predefined columns.
  5. Click "Create" to finish.

Project Settings

Click the gear icon on any project to access settings:

  • Rename - Change the project name
  • Columns - Add, remove, or reorder workflow columns
  • Archive - Hide completed projects from the sidebar
  • Delete - Permanently remove a project and all its tasks

Columns & Workflow

Columns represent stages in your workflow. By default, new projects include:

To DoIn ProgressDone

You can customize columns to match your team's workflow, such as adding "Review", "QA", or "Blocked" stages.

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