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Together on the Board

9 steps± 6 minVideoVerified 22 Oct 2026
  1. Step 1 · Open your development environment
  2. Step 2 · Open the Board
  3. Step 3 · Your colleague moves a card
  4. Step 4 · You see it at once, and who did it
  5. Step 5 · A card that was already moved
  6. Step 6 · Your choice: leave it or move it on
  7. Step 7 · A template while you type
  8. Step 8 · Flow asks which text stays
  9. Step 9 · On your colleague's screen

On the Board a team works at the same time. When a colleague moves a card, comments or adds an item, you see it at once on your own Board, and Meanwhile says who did what. When you move a card a colleague just put somewhere else, Flow does not quietly move it back: you see who moved it where and decide yourself whether it stays. And when a colleague applies a template while you type the description, your text stays and Flow asks at the field which text stays.

Watch the whole guide as a video9 steps in one film
Step 1 / 9

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 / 9

Open the Board

Your colleague has the Board open too. You see the same cards.

  1. Click Board
Open the Board · Click Board
Open the Board · The team's cards, in New.
Step 3 / 9

Your colleague moves a card

This is Tom Baker's screen. He drags Return label with every repair to Grooming.

  1. Drag the card to Grooming
Your colleague moves a card · Drag the card to Grooming
Step 4 / 9

You see it at once, and who did it

On your Board the card is in Grooming at once. Meanwhile counts what others did; open it and you read who did what and when. A line opens the card, All seen puts the list away.

  1. Click Meanwhile
You see it at once, and who did it · Click Meanwhile
You see it at once, and who did it · Tom Baker commented and moved a card.
  1. Click All seen
You see it at once, and who did it · Click All seen
Step 5 / 9

A card that was already moved

Say your screen heard nothing for a moment (the laptop slept, the network stuttered) while Tom Baker put Packing slip with the parts in Grooming. On your screen the card is still in New, and you drag it to Refined. Flow does not quietly move it back: the card goes where it really is, and you see who moved it where.

  1. Drag the card to Refined
A card that was already moved · Drag the card to Refined
A card that was already moved · Tom Baker moved this item to Grooming in the meantime.
Step 6 / 9

Your choice: leave it or move it on

Leave it there keeps Tom Baker's choice. Move to Refined anyway moves the card on from where it is now, when that is allowed.

  1. Click Move to Refined anyway
Your choice: leave it or move it on · Click Move to Refined anyway
Your choice: leave it or move it on · The card is in Refined.
Step 7 / 9

A template while you type

You write the description of Mail when the bike is ready. Before you are done, Tom Baker applies a template to that item. Your text simply stays; as soon as you leave the field, Flow does not quietly save over the template.

  1. Click the card ‘Mail when the bike is ready’
A template while you type · Click the card ‘Mail when the bike is ready’
  1. Click Story
A template while you type · Click Story
  1. In ## heading · - list · bold · italic · text · Esc cancels · ⌘↵, type The customer gets a mail as soon as the bike is ready, with the opening hours.
A template while you type · In ## heading · - list · bold · italic · text · Esc cancels · ⌘↵, type The customer gets a mail as soon as the bike is ready, with the opening hours.
Step 8 / 9

Flow asks which text stays

The field says who just changed it and to what, and you choose: keep your colleague's value, or save your own text.

  1. Press Tab: leave the field
Flow asks which text stays · Press Tab: leave the field
Flow asks which text stays · Tom Baker just changed this field:
  1. Click Save my value
Flow asks which text stays · Click Save my value
Step 9 / 9

On your colleague's screen

On Tom Baker's screen, Meanwhile says what you did.

  1. Click Meanwhile
On your colleague's screen · Click Meanwhile
On your colleague's screen · What you did on the Board, with the time.

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