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 workspaces

KEY BUTTONS & CONTROLS

"+" Button: Add new tasks or items
"Custom" Button: Customize views and filters
Status Buttons: Filter by task status
Menu Button (three dots): Additional actions
View Tabs: Switch between Kanban, List, Table, Gantt

TIPS FOR EFFECTIVE USE

Use sprints to organize work into manageable chunks
Leverage different view types for different stakeholders
Keep task descriptions clear and actionable
Use priority levels to indicate importance
Assign tasks to keep team accountable
Use tags for easy filtering
Review sprints regularly for progress tracking
Utilize Gantt view for timeline visualization

BEST PRACTICES

Planning Phase: Start with comprehensive project definition
Sprint Design: Create 1-4 week sprints based on team capacity
Task Granularity: Keep tasks small (1-3 days of work)
Status Updates: Move tasks between columns regularly
Team Communication: Use task descriptions for context
Regular Reviews: Check sprint progress daily
Adaptation: Adjust sprints based on team velocity

TROUBLESHOOTING

Tasks not appearing: Refresh page or check sprint visibility
View not updating: Clear browser cache
Permission issues: Check workspace member status
Missing sprints: Verify sprint dates are set correctly

For more support, visit support.mindhyv.com

MindHyv