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HyvFlow User Guide - Complete Documentation

INTRODUCTION TO HYVFLOW HyvFlow is MindHyv's comprehensive project management and workflow automation platform designed to help teams organize, track, and execute projects efficiently. CORE FEATURES 1. WORKSPACE MANAGEMENT Create and manage workspaces as containers for teams and projects Add team members to workspaces Control access and permissions at workspace level Multiple workspaces for different teams or departments 2. PORTFOLIO STRUCTURE Portfolios organize related projects within a workspace Create multiple portfolios for different initiatives Easy portfolio navigation and management Portfolio-level insights and metrics 3. PROJECT MANAGEMENT Create projects within portfolios with detailed specifications Set project timelines, objectives, and scope Define project requirements and risks Track project vision and goals Project-level resource allocation 4. SPRINTS & TIMELINES Organize work into sprints (time-boxed iterations) Set sprint start and end dates Automatic date tracking (Nov 15-22, 2025 format) Nested sprint views within projects Sprint performance tracking 5. TASK MANAGEMENT Create tasks within sprints Task status tracking: TO DO, IN PROGRESS, COMPLETE Priority levels for tasks Task assignment to team members Subtask management Task dependencies and relationships 6. VIEW OPTIONS Kanban Board: Visual task management with drag-and-drop List View: Tabular task listing Table View: Spreadsheet-style view Gantt Chart: Timeline visualization Milestone View: Key deliverable tracking 7. TEAM COLLABORATION Add team members to workspaces Show/hide member list Role-based permissions Workspace member management Team member activity tracking 8. TASK PROPERTIES Task name and description Status (TO DO, IN PROGRESS, COMPLETE) Priority levels (Normal, High, etc.) Assignees Due dates Tags for categorization Subtasks with independent status GETTING STARTED CREATE A WORKSPACE Click "+ Workspace" on main page Enter workspace name Add team members Save to create CREATE A PORTFOLIO Navigate to workspace Click "New Portfolio" Enter portfolio name Save to create CREATE A PROJECT Navigate to portfolio Click "New Project" Fill in project details (name, timeline, objectives, scope) Define requirements and risks Save to create CREATE SPRINTS Within project, create sprints Set sprint name and date range Save sprint ADD TASKS Click "+" button in TO DO column Enter task name Optionally set start and due dates Click "Add" to create NAVIGATION Left Sidebar: Main navigation My Tasks: View assigned tasks Favorites: Quick access to frequently used items Portfolios: View all portfolios Search: Find projects, portfolios, tasks Workspace Selector: Switch between workspace

sysadmin@mindhyv.com 8 months ago

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