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Getting started with FlowDesk

Writing Sample

This is a portfolio sample demonstrating SaaS user guide documentation. FlowDesk is a fictional product.

Welcome to FlowDesk! This guide walks you through setting up your account, creating your first workspace, and inviting your team so you can start managing projects right away.

Time to complete: About 10 minutes.

Before you begin​

You'll need:

  • A FlowDesk account. If you haven't signed up yet, go to flowdesk.io/signup and create a free account.
  • The email addresses of any team members you want to invite.

Step 1: Set up your profile​

When you first log in, FlowDesk prompts you to complete your profile. This helps your teammates identify you in shared workspaces.

  1. Enter your full name and job title.
  2. Upload a profile photo (optional, but recommended).
  3. Set your time zone. FlowDesk uses your time zone to display due dates and notification times correctly.
  4. Select Save and Continue.

Step 2: Create a workspace​

A workspace is the top-level container for all your team's projects. Most teams create one workspace per department or company.

  1. On the Welcome screen, select Create a Workspace.
  2. Enter a workspace name. This is visible to all members, so use something descriptive like your company or team name.
  3. Choose a workspace type:
    • Team — for groups of 2 or more collaborators (recommended for most users)
    • Personal — for individual use only, with no collaboration features
  4. Select Create Workspace.

Your new workspace opens automatically.

tip

You can create multiple workspaces and switch between them at any time using the workspace selector in the top-left corner of the screen.

Step 3: Create your first project​

Projects live inside workspaces and hold all your tasks, milestones, and team activity.

  1. In your workspace, select + New Project in the left sidebar.
  2. Enter a project name and an optional description.
  3. Choose a start date and target end date.
  4. Select a project template or choose Blank Project to start from scratch.
  5. Select Create Project.

Step 4: Add tasks​

Tasks are the individual units of work inside a project. Each task can have an assignee, a due date, a priority level, and a status.

  1. Inside your project, choose + Add Task at the bottom of any column.
  2. Type the task name and press Enter.
  3. Select the task to open its detail panel, where you can:
    • Add a description with supporting context or links
    • Set a due date
    • Assign the task to a team member
    • Set a priority (Low, Medium, or High)

Repeat this for each task in your project.

Step 5: Invite your team​

Now that your workspace and project are set up, invite your teammates to collaborate.

  1. Choose your workspace name at the top of the left sidebar, then select Workspace Settings.
  2. Go to the Members tab.
  3. Select Invite Members.
  4. Enter the email addresses of the people you want to invite, separated by commas.
  5. Assign each invitee a role:
    • Admin — Full access to all workspace settings, projects, and member management
    • Member — Can create and edit projects and tasks, but cannot manage workspace settings
    • Guest — Read-only access; cannot create or edit content
  6. Select Send Invites.

Each invitee receives an email with a link to join your workspace. The link expires after 7 days.

What's next?​

Now that you've set up your workspace and added your team, explore more of what FlowDesk can do:

  • Set up notifications: configure how and when FlowDesk alerts you about task updates. Go to Profile > Notification Preferences.
  • Integrate with your tools: connect FlowDesk to Slack, GitHub, or your calendar. Go to Workspace Settings > Integrations.
  • Explore views: switch between Board, List, and Timeline views to see your project from different perspectives.

Need help? Visit the FlowDesk Help Center or contact support at support@flowdesk.io.

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