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User GuidesProject management

🚀 Project Management

The Project Management module in FlowInquiry helps teams plan, organize, and track work across multiple projects.

Each team in FlowInquiry can manage one or more projects, enabling separation of concerns, feature-specific planning, and better visibility across initiatives. Projects serve as containers for related tickets and workflows, offering a structured way to deliver work.

This module connects tightly with tickets, workflows, epics, and iterations — supporting both agile and structured collaboration.


📁 Core Concepts

ConceptDescription
ProjectA workspace under a team to manage related tickets. Projects have a short name, description, and custom workflow.
TicketA unit of work (task, bug, enhancement) tracked inside a project.
Kanban BoardVisual board for managing ticket statuses using drag & drop.
EpicA large feature or initiative composed of multiple tickets.
IterationA time-boxed sprint or milestone for managing tickets over a defined duration.

🧭 Navigation

Access Project Management

  1. Go to Portal → Teams → [Your Team]
  2. Click the Projects tab
  3. Select a project to view its:
  • Dashboard
  • Kanban board
  • Epics
  • Iterations
  • Settings

🛠️ Features

🔹 Projects

  • Created by team members with permission
  • Requires:
  • Short name (e.g. CRM)
  • Description
  • Start date and end date Submit Request Screen

🔹 Tickets

  • Unique per project: [CRM-101]
  • Can be linked to:
  • One Epic
  • One Iteration
  • Supports priorities, status, assignee, watchers, and comments

🔹 Epics

  • Group related tickets under a common goal or feature

🔹 Iterations

  • Plan short sprints or milestones
  • Each iteration has:
  • Start and end dates
  • Linked tickets
  • Useful for planning current and future work cycles
  • Progress visible on the iteration dashboard

🔹 Kanban Board

  • Visual board with custom columns per project workflow
  • Supports:
    • Drag-and-drop ticket movement
    • Labels, assignee, priority display
    • Filters by assignee, epic, iteration, and status

📊 Coming Enhancements

  • Burn-down and velocity charts for iterations
  • Epic-based reporting
  • Cross-project backlog views
  • Iteration capacity planning
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