Flow Settings overview (default setup view)
This guide helps you set up Flow to work for you and your data. It also helps you answer questions like:
How do I make sure my team can see the right data?
What can I learn from reports?
How can I customize my Flow experience?
Who this is for
Whether you’re a CTO, a team lead, or an engineering manager, if you’re someone who has input into or want more insights about your engineering teams, you’ll find useful resources here for getting your organization set up with Flow.
Several types of roles can manage users, settings, and reports within Flow. Some steps in the following chapters will require different permissions, and we'll note which permissions you need for each step.
Get started
Chapter 1—Initial configurations
Information about which configurations to set up first
Insight into using auto-merge to help maintain your user data
Chapter 2—Import and manage your data
Details on creating an integration and importing your repositories
Tips for managing your integrations and repositories
Instructions for managing your ticket projects and pull request projects
Chapter 3—Set up your roles and teams
Step-by-step instructions for managing users and teams
Tips for what to do when you have more users than you expect
More insight into customizing roles and view rights for users or teams
Chapter 4—Understand metrics and reports
Definitions and calculations for Flow's metrics
Tips on how to use Flow's metrics to your benefit
Details on Flow reports, including who they're helpful for and how to use them
Chapter 5—Additional configurations
Information about setting up notifications in Flow
Details on how to define targets, sprints, and key calendar events
Quick links to articles to help answer questions you might have once you finish the setup