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27 articles
Creating and Managing Stages
Last Updated: February 18, 2025Within your boards, you have the flexibility to create multiple stages to streamline your projects. Adding a stage is simple and comes with a variety of features to enhance workflow management. In this guide, we’ll walk you through the process of creating a stage in Mainflow and explore its available features. Adding a New Stage...
Stage Default Assignee
Last Updated: February 18, 2025Mainflow allows you to set default assignees for specific board stages. When a card moves to a stage or a task is created within it, the assigned members are automatically added to the task and notified. You can even assign multiple default members to a single stage. Here’s how to set a default assignee for...
Import Boards from Trello
Last Updated: February 18, 2025You can Import your Trello Board in mainflow very easily. With a few small steps, you can migrate your Boards from Trello to your mainflow boards. Export Board from Trello To export your Boards From Trello go to your Trello Account. Then go to the specific Board you want to Import in your mainflow. At the top right...
Import Boards from Asana
Last Updated: February 18, 2025With the Import feature of mainflow, you can Import Boards from Asana. It’s a very simple process we will show you the process in this article. Export Board from Asana Go to your Asana account and open the Boards you want to migrate in your mainflow. Now click on the Dropdown button beside the Board Name. Select the Export/Print from the dropdown...
Daily Reminder Settings
Last Updated: February 18, 2025In Mainflow, the General Settings section allows you to set up automatic task reminders for overdue tasks. This feature ensures users receive email notifications about their pending tasks, helping them stay on track. Both Admins and Board Managers can enable and manage these reminders, ensuring tasks are completed on time without manual follow-ups. General Settings ...
Managing Member Roles
Last Updated: February 18, 2025With mainflow you can add Members and manage them for your boards very easily. Follow this documentation to learn everything about team management in your boards. Members Role Global Setting Go to the Settings of your mainflow and you will be able to see the Member Role. Here you can see all the members of yours. Also, you can...
Setting Up the Frontend Portal
Last Updated: February 18, 2025With Mainflow, you can set up a frontend portal, allowing board members to log in directly from the frontend of your website using the Mainflow frontend portal. A pop-up will appear. Check the Enable Frontend Portal checkbox. Next, provide a URL Slug for your Frontend Portal URL. Click the Save Settings button to confirm your...
Customizing Card View Preferences
Last Updated: February 18, 2025To enhance the effectiveness of your Task Card View in Mainflow, you can personalize the information displayed. Follow these steps to customize your Task Card View: Go to Mainflow Settings and select Card View Preferences. You will see an option to enable all view settings and modules for task cards. Click on Enable All to...
Configuring Notification Settings
Last Updated: February 18, 2025Mainflow notification settings allow you to control how and when you receive alerts for board updates. You can customize notifications to match your workflow, choosing alerts for specific actions like task assignments, comments, or due date changes. This guide will show you how to configure notification settings for individual tasks and entire boards, helping you...
Creating Tasks via Incoming Webhooks
Last Updated: February 18, 2025Webhooks allow you to receive data from third-party platforms without needing to write code or maintain a server. Mainflow provides an incoming webhook feature that enables you to create new tasks on your boards seamlessly. With this feature, you can assign tasks, add labels, set deadlines, and use other functionalities to streamline your workflow. Additionally,...