Getting Started

Create an Account

Floumy supports two entry paths:

• Create a new organization by signing up with your organization name, your name, email address, password, and acceptance of the Privacy Policy and Terms of Service.
• Join an existing organization through an invite link. In that case, the signup form uses the invitation token in the link and does not ask you to create a new organization.

After signup, Floumy sends an activation email. You must activate your account before you can start using the workspace.

Sign In

Sign in with your email address and password.

After login, Floumy tries to send you back to the most relevant place:

• If you followed a protected link, it returns you to that page.
• If you have a saved last-visited project and still belong to it, it opens that project.
• Otherwise, it takes you to your organization area.

If you are not a member of any organization, sign-in succeeds but the session is immediately cleared and you are asked to join an organization first.

Create Your First Project

Admins can create projects from the organization Projects page or from the project selector modal.

Each new project starts with:

• A project name
• An optional description

You can turn on additional capabilities later in Project Settings:

• Cycles to use time-boxed delivery cycles
• Code to connect GitHub or GitLab

Project Selection

If your organization has more than one project, use the project selector in the project sidebar to switch between them.

The selector also gives admins a shortcut to create a new project.

Core Navigation Areas

Inside a project, Floumy centers work around these areas:

• Objectives for project-level OKRs
• Roadmap for milestones and initiatives
• Active Cycle or Active Work for current execution
• Cycles when cycle planning is enabled
• Pages for internal notes and documentation
• Code when repository integrations are enabled
• Issues for bug tracking
• Requests for feedback and feature demand

At the organization level, you also have:

• Org OKRs
• Projects
• Members
• Org Settings

Keyboard Shortcuts

Floumy includes built-in shortcuts for faster navigation and creation.

Two workflow-specific shortcuts also appear in board-style views:

• b jumps to the backlog area in Roadmap and Cycles.
• Clicking the shortcut badge in the sidebar opens the full shortcut list.

Suggested First-Time Setup

1. Create a project and write a short description so AI helpers and collaborators have context.
2. Open Organization and Projects and configure members, roles, and project settings.
3. Decide whether the project should use cycles or continuous active work.
4. Add your first objective and key results.
5. Create at least one roadmap milestone and initiative.
6. Start tracking requests and issues so customer feedback has a home from day one.