Floumy Documentation

Floumy Documentation

Learn how to set up your organization, plan work, run delivery, manage feedback, publish public views, and connect Floumy to your code workflows.

Welcome to the end-user documentation for Floumy.

Floumy combines planning, delivery, feedback, public sharing, and developer workflow data in one workspace. The product is organized around a few connected layers:

LayerPurpose
OrganizationYour company or team space. It contains members, org settings, org-level objectives, and projects.
ProjectThe main delivery workspace. Each project has its own planning, execution, feedback, public-sharing, and optional code settings.
Objectives and Key ResultsStrategic goals and measurable outcomes. Projects can also link to org-level objectives.
RoadmapMilestones and initiatives that connect strategy to planned delivery.
Cycles or Active WorkYour execution view. Projects can use time-boxed cycles or a continuous active-work model.
Work ItemsThe units of execution. Work items can be assigned, estimated, linked to initiatives, and connected to issues.
Requests and IssuesCustomer feedback and bug tracking. Both support comments. Requests also support voting.
Pages and Audit LogInternal documentation and recent activity.
Build in PublicRead-only public views for selected project areas.
Code and AIOptional repository connections, delivery metrics, AI assistants, and MCP server access.

How Floumy Fits Together

  1. Create an organization and add one or more projects.
  2. Define org-level objectives if you want a shared strategic layer across projects.
  3. Create project objectives and key results for the current quarter or later timelines.
  4. Turn those goals into roadmap initiatives and milestone dates.
  5. Deliver work through cycles or active work items.
  6. Capture incoming requests and issues, then connect them back to initiatives and work items.
  7. Share selected areas publicly if you want transparency with customers or your community.
  8. Connect GitHub or GitLab if you want repository metrics in the same project workspace.

The project sidebar changes based on project settings:

AreaWhen it appears
ObjectivesAlways
RoadmapAlways
Active Cycle or Active WorkAlways, but the label depends on whether cycles are enabled
CyclesOnly when cycles are enabled for the project
PagesAlways
CodeOnly when code integration is enabled for the project
IssuesAlways
RequestsAlways

Numeric shortcuts follow the visible sidebar order, so the key assigned to an area can change when cycles or code are turned on or off.

  1. Getting Started for account setup, sign-in, project creation, and keyboard shortcuts.
  2. Organization and Projects for roles, members, org settings, and project configuration.
  3. Objectives and Roadmap for strategic planning.
  4. Cycles and Work Items for execution.
  5. Issues and Requests for feedback loops.
  6. Pages, Audit Log, and Collaboration for internal communication.
  7. Build in Public for public sharing.
  8. Code and AI for repository integrations and AI tooling.

Key Concepts to Remember

  • Org objectives sit above projects. Project OKRs can link back to them.
  • Initiatives connect roadmap planning to key results and requests.
  • Work items connect execution to initiatives, cycles, and issues.
  • Requests are best for demand and prioritization. Issues are best for defects and troubleshooting.
  • Public pages are read-only views of selected project areas, but authenticated users can still submit public requests, issues, and comments where those screens allow it.