Flow.Documentation

The board

20 steps± 14 minVideoVerified 22 Oct 2026
  1. Step 1 · Open your development environment
  2. Step 2 · Open the board
  3. Step 3 · Create an epic
  4. Step 4 · A feature under the epic
  5. Step 5 · Items: the work itself
  6. Step 6 · The item in tabs
  7. Step 7 · Open as page
  8. Step 8 · On one item at the same time
  9. Step 9 · Drag a card to the next column
  10. Step 10 · Or with the keyboard
  11. Step 11 · A step that is not allowed yet
  12. Step 12 · Fix it and commit it
  13. Step 13 · Which items does this version deliver?
  14. Step 14 · From the version to the item
  15. Step 15 · The items travel with the release
  16. Step 16 · The delivered items on the release
  17. Step 17 · Working from the board with an AI app
  18. Step 18 · An item from a template
  19. Step 19 · Expand: write with room
  20. Step 20 · Context
  21. Step 21 · Out of scope
  22. Step 22 · AI help: a proposal you accept

On the board you follow the work from idea to done. An epic is the big goal, a feature a recognisable part of it and an item the work itself: items move across the columns New, Grooming, Refined, Committed, In progress, Review and Done, and epics and features follow their items by themselves. You create them, move a card with the mouse and with the keyboard, see what Flow says when an item may not move on yet and fix it on the spot. You read an item calmly in the inspector's tabs, or large as a page. Then you choose which items a new version delivers, and see the same items again on the release in Acceptance. Finally an AI app works on the board over MCP. Finally you write an item well: a user story from a template, expanded in the large editor, with a proposal from the AI help that you accept.

Watch the whole guide as a video22 steps in one film
Step 1 / 22

Open your development environment

In the portal, under Environments, click Development, and there Open. Flow opens in a new tab and you are signed in straight away.

  1. Click Development
Open your development environment · Click Development
  1. Click Open ↗
Open your development environment · Click Open ↗
Step 2 / 22

Open the board

In the bar on the far left is Board. A new board is empty and says in one sentence what it is for, with one button to start.

  1. Click Board
Open the board · Click Board
Open the board · ‘The board is still empty’, with the button Add the first item.
Step 3 / 22

Create an epic

Click Add the first item (later: New, top right). Choose the kind Epic: the big goal, for example a new customer journey. Give it a title and click Create. The epic gets a lane of its own on the board, with its progress, and is in the side bar under Epics.

  1. Click Add the first item
Create an epic · Click Add the first item
  1. Click Epic
Create an epic · Click Epic
  1. In Title, type Customer portal
Create an epic · In Title, type Customer portal
  1. Click Create
Create an epic · Click Create
Create an epic · The epic in the side bar.
Step 4 / 22

A feature under the epic

Click New and choose Feature: a recognisable part of the epic. Under Belongs to you choose the epic. You do not move a feature yourself: it sits as a label in its epic's lane and counts how many of its items are done.

  1. Click New
A feature under the epic · Click New
  1. Click Feature
A feature under the epic · Click Feature
  1. In Title, type Order confirmation
  2. In Belongs to, choose Epic · Customer portal
A feature under the epic · In Title, type Order confirmation; In Belongs to, choose Epic · Customer portal
  1. Click Create
A feature under the epic · Click Create
A feature under the epic · The feature as a label in the epic's lane.
Step 5 / 22

Items: the work itself

Click New and choose Item. Under Belongs to you choose the feature, and under Description you write what needs to happen and why (at least 20 characters). After Create the item opens on the right in the inspector. On the tab Story, add an acceptance criterion: when is it right? On the tab Ready? you see whether the item is ready to commit.

  1. Click New
Items: the work itself · Click New
  1. Click Item
Items: the work itself · Click Item
  1. In Title, type Confirmation mail with the order number
  2. In Belongs to, choose Feature · Order confirmation
  3. In Description, type After every order the customer receives a mail with the order number and the delivery time.
Items: the work itself · In Title, type Confirmation mail with the order number; In Belongs to, choose Feature · Order confirmation; In Description, type After every order the customer receives a mail with the order number and the delivery time.
  1. Click Create
Items: the work itself · Click Create
  1. In For example: the confirmation states the order number, type The mail states the order number
Items: the work itself · In For example: the confirmation states the order number, type The mail states the order number
  1. Click Add
Items: the work itself · Click Add
  1. Click Ready?
Items: the work itself · Click Ready?
Items: the work itself · Ready to commit: title, description and acceptance criteria met.
Step 6 / 22

The item in tabs

The inspector keeps an item clear in four tabs. Story: the description and the acceptance criteria (for an epic or feature also its parts). Properties: the status, the owner, the estimate, what it belongs to, what it waits for, the links and the mirrors. Ready?: the checks with what to do about them, and an AI Colleague that can build the item. Conversation: the comments and the history. A number on a tab says what is waiting, such as open checks or comments. Flow remembers which tab you chose last, and a button like Add acceptance criteria takes you to the right tab by itself. With the keyboard you choose a tab with the arrow keys.

  1. Click Properties
The item in tabs · Click Properties
The item in tabs · Every property on a line of its own: the name on the left, the value on the right.
Step 7 / 22

Open as page

To read or write calmly, click Open as page at the top right of the inspector (the icon with the four corners). The whole item opens large: on the left the title, the description and the acceptance criteria, with the conversation and the history below; on the right the properties, Ready? with the checks, the links and the mirrors. You change everything there just as in the inspector, and it is saved the same way. Esc closes the page; on a narrow screen everything is stacked.

  1. Click Open as page
Open as page · Click Open as page
Open as page · The item as a page: the story on the left, the properties and Ready? on the right.
Step 8 / 22

On one item at the same time

When two people work on the same item at the same time, Flow never silently overwrites the other's work. What someone else saves appears straight away, without losing what you are typing. When you each change a different field, everything is kept. When the other person just changed the same field, Flow keeps the rest and shows at that field who changed it and to what: you keep that value, or choose Save my value. The same goes for an AI app, and for yourself in another window, as here.

  1. In Estimate (hours), type 3
On one item at the same time · In Estimate (hours), type 3
On one item at the same time · At the estimate: that it was just set to 4 h in another window, and your own value.
  1. Click Save my value
On one item at the same time · Click Save my value
Step 9 / 22

Drag a card to the next column

Take hold of the card and drag it to Grooming. The column under the card lights up when the step is allowed. No question beforehand; at the bottom Undo shows for a while, in case it was a mistake.

  1. Drag the card to Grooming
Drag a card to the next column · Drag the card to Grooming
Drag a card to the next column · The card is in Grooming.
Step 10 / 22

Or with the keyboard

Tab to a card. Space picks it up, the right arrow chooses the next column (Drop here), Enter drops it and Escape cancels. A screen reader reads every step aloud.

  1. Press Space and the right arrow
Or with the keyboard · Press Space and the right arrow
Or with the keyboard · ‘Drop here’ in Refined.
  1. Press Enter
Or with the keyboard · Press Enter
Or with the keyboard · Both cards are in Refined.
Step 11 / 22

A step that is not allowed yet

Drag the return label to Committed. Flow only commits an item when it is ready; this item has no acceptance criteria yet. The card stays where it is and says what is missing, with a button per check that takes you straight there.

  1. Drag the return label to Committed
A step that is not allowed yet · Drag the return label to Committed
A step that is not allowed yet · ‘Not to Committed: 1 check not met’ — Acceptance criteria, with the button Add acceptance criteria.
Step 12 / 22

Fix it and commit it

Click Add acceptance criteria: the item opens in the inspector on the tab Story, with the cursor where the criterion goes. Type it and press Enter. Now it is ready: drag the card to Committed again.

  1. Click Add acceptance criteria
Fix it and commit it · Click Add acceptance criteria
  1. In For example: the confirmation states the order number, type The label opens as a PDF
Fix it and commit it · In For example: the confirmation states the order number, type The label opens as a PDF
  1. Drag the return label to Committed
Fix it and commit it · Drag the return label to Committed
Fix it and commit it · The return label is in Committed.
Step 13 / 22

Which items does this version deliver?

Open Version control. Below the message is Which items does this version deliver?, suggesting what is in progress or in review; you can find another item too. Tick the confirmation mail, write what you changed and click Commit. An item's code in the message links it as well (see the next step).

  1. Click Version control
Which items does this version deliver? · Click Version control
  1. Click Confirmation mail with the order number
Which items does this version deliver? · Click Confirmation mail with the order number
  1. In What did you change?, type Confirmation mail added
Which items does this version deliver? · In What did you change?, type Confirmation mail added
  1. Click Commit
Which items does this version deliver? · Click Commit
Which items does this version deliver? · The new version, with the confirmation mail under Delivered items.
Step 14 / 22

From the version to the item

Click the delivered item: the board opens with the item in the inspector. On the tab Properties, under Linked is the version, with its number and message. That way you see for every piece of work which version it is in, and for every version which work is in it. Top right in the inspector is the item's code (#…): click it to copy it, and put it in the message of a version to link the item without ticking it.

  1. Click Confirmation mail with the order number
From the version to the item · Click Confirmation mail with the order number
  1. Click Properties
From the version to the item · Click Properties
From the version to the item · The linked version, with number and message.
From the version to the item · The item's code, top right.
Step 15 / 22

The items travel with the release

In the portal you promote the version to Acceptance: under Environments with the arrow between Development and Acceptance (or under Releases). The release takes along which items the version delivers: title and status, never the comments.

  1. Click Environments
The items travel with the release · Click Environments
  1. Click → to Acceptance
The items travel with the release · Click → to Acceptance
  1. Click Publish to Acceptance
The items travel with the release · Click Publish to Acceptance
The items travel with the release · Acceptance now has the version.
Step 16 / 22

The delivered items on the release

Click Acceptance and there Open, and in Flow open Version control. At the top of the history is the release from Development; click it. Under Delivered items is what this release delivers. The board itself stays in Development: that is where the work happens.

  1. Click Acceptance
The delivered items on the release · Click Acceptance
  1. Click Open ↗
The delivered items on the release · Click Open ↗
  1. Click Version control
The delivered items on the release · Click Version control
  1. Click the release
The delivered items on the release · Click the release
The delivered items on the release · The release, with the confirmation mail under Delivered items.
Step 17 / 22

Working from the board with an AI app

With MCP access (Read and Build) an AI app such as Claude Code works on the board with your rights. The recipe Working from the board in the app's guide: read the board with list_work_items and get_work_item, create or update an item with save_work_item, move it with move_work_item and link the work with link_work_item. When Flow refuses a step, the app gets the checks that fail and what to do about them: here the app then added the acceptance criteria and committed the item.

Working from the board with an AI app · The AI app's item, in Committed under the feature Order confirmation.
Step 18 / 22

An item from a template

Click New, choose Item and under Template User story. The template fills the description and the acceptance criteria with placeholders like ‹role›, ‹goal› and ‹value›: ‘As a ‹role› I want ‹goal›, so that ‹value›’, with criteria in Given / When / Then. There are templates for a bug, a research item (spike) and an epic or feature too; owners and administrators keep templates of their own under More → Manage templates. As long as a placeholder is in it, the item is not ready: the check on the tab Ready? names what still has to go in.

  1. Click New
An item from a template · Click New
  1. Click Item
An item from a template · Click Item
  1. In Title, type Confirmation in my account
  2. In Belongs to, choose Feature · Order confirmation
An item from a template · In Title, type Confirmation in my account; In Belongs to, choose Feature · Order confirmation
  1. Click User story
An item from a template · Click User story
An item from a template · The template, with the placeholders marked.
  1. Click Create
An item from a template · Click Create
  1. Click Ready?
An item from a template · Click Ready?
An item from a template · ‘Fill in the template's placeholders: ‹role›, ‹goal›, …’
Step 19 / 22

Expand: write with room

On the tab Story, next to the description, click Expand. On the left you write, on the right you see straight away how it looks; the buttons above make headings, lists, tasks, a table, code and links, and mention a colleague (@) or another work item (#). Next placeholder (⌘J) jumps to the next ‹…›. Flow keeps what you write as a draft in this browser on the way; Save (⌘↵) records it, Esc cancels.

  1. Click Expand
Expand: write with room · Click Expand
  1. In Description, type `## User story
Step 20 / 22

Context

Customers call customer service because they lost the mail.

Step 21 / 22

Out of scope

  • An app of its own for the phone`
Out of scope
Out of scope · The preview next to the text.
Step 20 / 22

AI help: a proposal you accept

Above the editor is the AI help: Write as a user story, Suggest acceptance criteria, Make it more concrete, Make it shorter, Split into smaller items and Check for completeness. Choose Suggest acceptance criteria. This environment's AI Colleague makes a proposal and Flow shows the difference with what is there now. Nothing changes without you: Accept puts it in the window, Reject leaves everything as it was. Then click Save.

  1. Click Suggest acceptance criteria
AI help: a proposal you accept · Click Suggest acceptance criteria
AI help: a proposal you accept · The proposal: the criteria that are added and removed.
  1. Click Accept
AI help: a proposal you accept · Click Accept
  1. Click Save
AI help: a proposal you accept · Click Save
AI help: a proposal you accept · Everything filled in: the item is ready to commit.

This guide was carried out step by step on 22 Oct 2026 by an automated test on Flow (version 3e563176).