ProjectFlow Product Documentation
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WORK MANAGEMENT
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Task Boards
TaskFlow is our core task management module. Users create tasks on
kanban boards with customizable columns (To Do, In Progress, Review, Done).
Features:
- Task creation: Create tasks with title, description, assignee, due date,
priority (P0-P3), and story points. Supports bulk creation via CSV import.
- Board views: Kanban, list, calendar, and timeline (Gantt) views.
Users can save custom views with filters.
- Automations: Rule-based automations triggered by status changes,
due dates, or field updates. Supports "when-then" rules
(e.g., "when status changes to Done, notify channel").
- Custom fields: Text, number, dropdown, date, and people field types.
Org admins can create shared custom fields.
- Dependencies: Finish-to-start, start-to-start, and blocking dependency
types. Dependency visualization on timeline view.
Sprints & Roadmaps
Sprint planning module for agile teams. Supports 1-4 week sprint cycles.
Features:
- Sprint planning: Drag tasks from backlog into sprints.
Capacity planning based on story points and assignee availability.
- Velocity tracking: Burndown charts, velocity over time,
and sprint completion rate metrics.
- Roadmap: Quarter-based roadmap view. Tracks initiatives
(groups of tasks) against milestones.
- Backlog grooming: Priority-ranked backlog with inline estimation.
Supports planning poker for team estimation.
COLLABORATION
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Documents
Real-time collaborative documents with rich text editing (Markdown, tables,
embeds). Documents live inside projects or as standalone pages.
Features:
- Editor: Block-based editor supporting headings, lists, code blocks,
tables, images, and embeds (Figma, Loom, YouTube).
- Comments & threads: Inline comments on any text selection.
Comment threads can be resolved or reopened. @mentions notify users.
- Templates: Organization-wide document templates for PRDs, meeting notes,
retrospectives, and RFCs.
- Version history: Full version history with named versions.
Compare any two versions side-by-side.
Messaging
Built-in team messaging with channels and direct messages.
Features:
- Channels: Public and private channels organized by project or topic.
Channel-level notification preferences.
- Direct messages: 1:1 and group DMs. Supports message editing
and deletion within 15-minute window.
- Threads: Reply threads on any message. Thread followers get
notifications for new replies.
- Search: Full-text message search with filters for sender,
channel, date range, and has:attachment/link.
INTEGRATIONS & PLATFORM
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Integrations
Connect ProjectFlow with your existing tools.
Supported integrations:
- Slack: Two-way sync — create tasks from Slack messages,
get notifications in Slack channels. Supports slash commands.
- GitHub: Link PRs to tasks, auto-update task status on merge.
Branch name convention: PF-{task-id}-{description}.
- Figma: Embed Figma frames in documents, link designs to tasks.
- Jira: Two-way import/sync for teams migrating from Jira.
Field mapping configuration during setup.
API & Webhooks
RESTful API with OAuth 2.0 authentication. Rate limit: 100 req/min
for standard plans, 500 req/min for Enterprise.
Features:
- REST API: Full CRUD for tasks, projects, documents, and users.
Supports bulk operations and pagination.
- Webhooks: Event-driven notifications for task.created, task.updated,
task.status_changed, comment.created, and 20+ other events.
Webhook signature verification via HMAC-SHA256.
- OAuth apps: Build and publish apps to the ProjectFlow marketplace.
OAuth scopes: read:tasks, write:tasks, read:projects, admin:org.
ADMIN & SECURITY
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Organization Management
Tools for org admins to manage users, teams, and settings.
Features:
- User management: Invite via email or SSO provisioning (SCIM).
Roles: Owner, Admin, Member, Guest. Custom roles on Enterprise plan.
- Teams: Group users into teams with shared permissions.
Team-level project access and notification settings.
- Audit log: Immutable audit log of all admin actions, login events,
and data exports. Filterable by actor, action type, and date range.
Retention: 1 year (standard), unlimited (Enterprise).
Security
Enterprise-grade security features.
Features:
- SSO/SAML: SAML 2.0 SSO with support for Okta, Azure AD, Google Workspace,
and OneLogin. JIT provisioning and SCIM directory sync.
- Data residency: Choose between US, EU, and APAC data regions during setup.
Migration between regions available upon request.
- Encryption: AES-256 at rest, TLS 1.3 in transit. Customer-managed
encryption keys (CMEK) on Enterprise plan.
- Compliance: SOC 2 Type II, GDPR, HIPAA (BAA available).
Annual penetration testing by third-party firm.
