How to use FlowUpBoard
Everything you need to plan, collaborate, and ship — from your first board to advanced AI workflows. Pick a topic below or follow the quick start.
Quick start
Create a Kanban board
From the sidebar click the + next to Boards (or New Board). Pick a name and a color — a board appears with Todo, In Progress, Review and Done columns, ready to use.
Let AI draft your backlog
Open your board, describe the goal in one line (e.g. “Launch a referral program”), and let AI generate a prioritized, ready-to-refine list of tasks.
Invite your team
Go to Team, invite by email, and everyone works on the same board in real time — presence dots, live moves, and an activity feed included.
Boards, columns & cards
Create a board with the sidebar + button. Add columns to match your workflow — Todo, In Progress, Review, Done. Drag cards between columns to update status.
Assign members, set due dates, add labels and descriptions, and break a card into subtasks. Cards stuck too long in one stage get flagged by the time-in-stage heatmaps.
Tasks & checklists
Every card can hold a checklist. Use it for acceptance criteria, launch steps, or QA verification. Sub-tasks can be completed independently and count toward the parent card’s progress.
AI Task Generation & breakdown
Type a goal and AI returns a prioritized backlog. Right-click any task and choose AI Task Breakdown to split it into smaller estimable subtasks tuned to your project type — software, marketing, or operations.
AI Sprint Summaries recap what's done, what's pending, and what's at risk, so standups write themselves.
My Tasks
A personal view of every card assigned to you across all boards. Filter by board, status, and due date. Tick tasks straight from the list — no need to open each board.
My Focus & Pomodoro
A distraction-free daily view that pulls up to five cards across your boards into a “Today” list. Start the built-in Pomodoro timer and the minutes are logged to your time tracking automatically.
Goals
Define high-level goals and link the boards and tasks that move them forward. Track progress at a glance as cards flow to done.
Cross-Board Dependencies
Link any task to a task on another board (or the same board) so work that depends on other work is visible everywhere. Shipped for workflows where a task on one board is feeding or blocking a task on a partner board — e.g. the marketing board's “Launch landing page” literally cannot go to Done until the API team's “Signup API” card on the product board is delivered.
FlowUpBoard prototypes the default “blocks” relationship: you pick this task Blocks, or is Blocked by, or Relates to another task. Relates to is a soft link — it shows on both cards but never blocks anything or counts toward badges. Blocks / Blocked by are hard edges that gate the Done column.
Concrete example: “Signup API” card (product board, source) Blocks “Launch landing page” card (marketing board, target). The target card shows a red blocker badge, and its assignee is blocked from dragging it into Done until the source card enters Done. The moment the API team moves “Signup API” to Done, the launch card auto-resolves: its blocker badge clears live, the launch assignee gets a push notification, and the “dependency resolved” event lands in the activity feed on the marketing board.
Moving a blocker back out of Done immediately re-flags the whole chain — the blocked card re-appears with its red badge and the dependency is marked unresolved again. You can also manually Resolve / Unresolve a dependency from inside the card modal, or delete the link entirely, without touching either task.
Master Portfolio Dashboard
Portfolio (sidebar → Portfolio) pulls every board you can access in your company into one screen — so you always see the boards you're allowed to see and nothing else. It answers “where is all the work, and what's stuck?” across projects, statuses, assignees, and clients at a glance.
Concrete example: your team runs 3 boards — Design, Engineering, and Marketing. Portfolio shows you all 3 with their task countshare, and the metric cards on top show: total active initiatives (boards), cross-board blockers (the cards currently blocking something on another board), on-time completion % (cards finished on or before their due date), and estimated vs capacity hours (planned hours vs the team's stated capacity).
Use the group-by dropdown to re-slice the whole task set by Project, Status, Assignee, or Client/tags, and add filters for board, date range, assignee, and tag. Each board renders as a compact lane of cards; click any card for a quick peek that deep-links straight back to its board with the exact task selected.
The Cross-Board Dependency Map below the metrics lists every cross-board link between your boards — showing which ones are still unresolved (red) vs auto-resolved (green) — and jumps straight to either the source or target board. Export the current filtered view to CSV for stakeholder emails or weekly reports.
Daily Task (KRA notebook)
Track every member's daily KRAs in a shared notebook: a mini calendar of past days, per-member progress, and team completion stats. When the day wraps, the team is notified so seniors stay in the loop.
Calendar
See every task with a due date on a calendar. Drag due dates to change them. Great for release planning and stakeholder demos.
Team & roles
Invite unlimited members. Owners and admins manage boards and members, manage companies, and see the Owner Dashboard. Plain members work on boards and tasks. Invite links expire, and you can remove anyone anytime.
Time tracking & reports
Start a one-click timer on any task, log manual entries, and flag work as billable. Rollup totals per member and per board, then export to CSV or save reports as PDF.
Under Reporting you can slice time by member, board, or task — the same data powers the Project Cost view.
Project cost management
Mark time entries as billable and FlowUpBoard tracks the money side automatically. Billable hours roll into per-member and per-board amounts with per-company rate cards, so budgets don't drift.
Export the numbers to CSV whenever you need to invoice or report to stakeholders.
Gantt chart timeline
Flip any project onto a Gantt timeline to visualize every task with day, week, and month zoom. See start dates, due dates, and progress across the whole sprint at a glance — no spreadsheet gymnastics.
Time-in-stage heatmaps
Cards stuck in one stage for 5+ days blink red with an age chip that shows exactly how long the card has been sitting. Spot stalled work before it slips and re-prioritize fast.
Bottleneck alerts
Give a column a WIP limit and overloaded cards pulse blue the moment the limit is crossed. If work stops moving, the board emails hourly alerts so the blocker gets cleared without anyone micro-managing.
RAID Log (Risks, Assumptions, Issues, Decisions, Dependencies)
The RAID Log gives a one-page view of project health across Risks, Assumptions, Issues, Decisions, and Dependencies. Access it from Board > RAID Log or the company RAID Register.
Risk = could happen. Assumption = believed true but should be validated. Issue = already happened and needs action. Decision = agreed action with rationale/owner/date. Dependency = something you cannot proceed without.
Track items with ID, type, description, impact, priority, owner, due date, status, mitigation/action, and dependencies. For governance (ISO 27001/SOC 2/DC operations), it serves as evidence of risk management, change governance, accountability, and decision tracking.
Client guest portals
Share a private, read-only link so clients can track progress live — the portal auto-refreshes every minute and needs no login. Revoke it anytime from the board settings. Keep clients informed without noisy status meetings.
Settings & account
In Settings, update your profile, password, and notification preferences, switch or create companies, check your plan, and tap billing. Owners can also copy and rotate invite links here with one click.
Sticky notes
Click the + button (bottom-right) to drop a Windows-style sticky note on your dashboard. Drag it anywhere, recolor it yellow/green/blue/pink/purple, and format with bold, italic, underline, strikethrough and bullet lists. Notes autosave privately.
Collaborative whiteboard
Every board has a canvas for sketching, drawing, and annotating. Pencil, highlighter, text, and eraser tools with undo/redo — every stroke syncs to teammates in real time and saves automatically.
Owner Dashboard
Owners and admins get a command center: member management, plans and billing, board oversight, audit logs, and company controls. Go to the owners section from the sidebar or visit the Owner Dashboard link.
Pro tips
Keep WIP low
Limit cards in progress to 2–3 per person. Bottleneck Alerts pulse blue and email you when a column is overloaded.
Use templates
A pre-built Kanban template ships with every board — Todo, In Progress, Review, Done — so you start in seconds.
Let AI summarize
Before the standup, ask for an AI Sprint Summary instead of re-reading every card.
Keyboard-first
Learn ⌘K. It’s the quickest path to search tasks, open boards, and create new work.
Sticky notes for quick wins
Use sticky notes for personal scratch space — they’re yours alone and persist across sessions.
Exports for stakeholders
CSV/PDF reports from time tracking keep budgeting and client conversations instant.
Still stuck?
Our team is happy to help. Reach out any time — we usually reply the same day.
