The PM's guide to FuturnFlow

What "Project Manager" means here

There are four system roles: Owner, Admin, Member, and Client. Project Manager is a company role (rank 60 by default), and its system role is Member.

What you can do comes from the permissions ticked on your role. The default Project Manager role carries: manage projects, create and edit projects, create tasks, create clients, create campaigns, create sprints, assign work, delete and archive tasks, edit work, view internal items, and view activity logs. An admin can change this list, so if a button is missing, your role does not include it.

A role with Manage projects ticked sees every project in the workspace. You can't manage people, company roles, modules, or billing, and you can't open Settings, unless your role also has the Manage workspace or Manage users permission.

You can also be a Manager on a single project (a project role). That lets you manage that project's team and settings even without the company-wide permission.

The engagement lifecycle

Client → Project → Tasks → Board → Approvals → Done.

Key how-tos

Create a project

1. Create → Project (top bar).
2. Fill in the name, an optional key (it is generated if you leave it blank), type, client, project manager, dates, teams, and description.
3. Click Create. You land on the new project.

Control who can see the project

1. Open the project → Team tab.
2. Click a team under Teams on this project. Everyone who accepted an invitation to that team can see and work on the project.
3. For one person, such as a contractor, use Individual members. They are invited and can accept or decline.

Assign tasks

1. Open the task. In the Details panel, pick Assignees (people) and/or Assign to teams.
2. The assignee sees Accept and Reject on the task. A rejection asks for a reason.

Decide a review

1. A teammate clicks Submit for review, and the task moves to In Review.
2. You move it to Done to accept it, or to Revision to send it back. Revision requires a note, which the assignee sees on the task.

Ask for a sign-off

1. Open the task, campaign, or form and find the Approvals panel.
2. Click Request, pick the approver and the stage (Review or Client Review), and add a note.
3. The picker lists people above you: your reporting manager and the people above them, whoever manages the project, and Owners and Admins. Client Review lists clients with access to the project.

Plan with sprints

1. If the Sprints module is on, create a sprint (Create → Sprint).
2. Move tasks into it from the Backlog, then Start the sprint. Only one sprint per project can be active.
3. Complete it at the end. Unfinished tasks roll into the next planned sprint or back to the backlog.

Control what a client sees

1. Project → Settings → Client visibility. Tick overview, tasks and board, subtasks, sprints, and team members as needed.

Your daily rhythm

1. Run stand-up from the project Board.
2. Chase the In Review column and decide reviews.
3. Check Approvals → Waiting on me.
4. Watch the due-soon reminders and Overdue items on Home.

Project Manager FAQ