Version 4.2.2 · Updated
Welcome to the FlowDesk User Guide
Plan work, automate busywork and ship projects faster. Start with a 5-minute quick start, or jump straight to the task you need.
Choose your path
Pick your role to see the pages most useful for you.
You organize and complete work. Learn the basics in this order:
- Quick start — create a board and your first task.
- Create your first board — interactive tour, video and annotated screenshots.
- Automate workflows — let rules move cards for you.
You set up the workspace for your team. Recommended path:
- Install and sign in — deployment options and requirements.
- Manage users and roles — invite people and control access.
- Troubleshooting — solve sign-in and sync issues.
You integrate FlowDesk with other systems. Start here:
- API quick start — authenticate and make your first call in 3 languages.
- Automate workflows — trigger webhooks from rules.
- Release notes — breaking changes and deprecations.
See it in action
This short animation shows the core FlowDesk workflow. Hover over it to pause.
TO DO
IN PROGRESS
DONE
Write hero copy ✓
1. Grab a card in To do2. Drop it in In progress when you start3. Move it to Done — ✓ appears
Browse by topic
🚀Getting startedSign up, install the apps and finish setup in minutes.
🗂️Boards & automationBoards, cards, rules and everyday tasks.
🛡️AdministrationUsers, roles, permissions and security.
🔌API & integrationsREST API, webhooks and code samples.
🧭Troubleshooting wizardAnswer a few questions and get the fix.
💬FAQShort answers to the most common questions.
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How do I invite my team?
Go to Settings › Members › Invite. See Manage users and roles.
How long is the free trial?
The trial lasts days and includes all Pro features. No credit card is required.
What's the maximum attachment size?
Each file can be up to .