Quick start: your first board in 5 minutes

⏱ 5 min👤 Team members🎯 Outcome: your first board with 3 cards

In this quick start, you create a workspace, add a board and move your first card to Done.

Before you begin
You need a FlowDesk account (the free trial lasts days), a supported browser (latest Chrome, Edge, Firefox or Safari), and the Member role or higher in your workspace.

Your progress

Tick each item as you go. The counter updates automatically.

🎉 All done! Next, learn how to automate your workflow.

Step 1. Sign in

  1. Open the sign-in page:

    Sign-in addressCloud: · On-premise:

  2. Enter your work email and click Continue.
  3. Open the confirmation email and click Verify email.The Create workspace page opens.

Step 2. Create a workspace and a board

  1. In Workspace name, enter your team name, for example Marketing.
  2. Click Create workspace.
  3. Click New board and select the Kanban template.A board with the columns To do, In progress and Done appears.

Step 3. Add cards

Use the method that suits you:

Mouse
  1. In the To do column, click + Add card.
  2. Type a card title and press Enter.
  3. Repeat for two more cards.
Keyboard (Windows)
  1. Press N to create a card in the focused column.
  2. Type a title and press Enter.
  3. Press Ctrl + Enter to save and add another card.
Keyboard (macOS)
  1. Press N to create a card in the focused column.
  2. Type a title and press Return.
  3. Press ⌘ + Return to save and add another card.
Mobile
  1. Tap + at the bottom of the column.
  2. Type a title and tap Save.

Step 4. Move a card to Done

  1. Drag a card from To do to In progress, and then to Done.The card shows a green check mark and the completion date.
Animated demo: moving a card through the board
1. Grab a card in To do2. Drop it in In progress when you start3. Move it to Done — ✓ appears
Can't drag cards? Show alternative

Open the card, click Status, and select Done. On a touch screen, press and hold the card for one second before dragging.

Next steps

🎬Watch the video and take the tourLearn what every area of the board does. ⚡Automate your boardMove cards automatically with rules.

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Need more help? Contact Company1 support at support@flowdesk.example. This guide covers FlowDesk 4.2.2.