Get your organization started using Flow

Tags: Flow


Advocate for the work your engineers are doing and help remove roadblocks so they can focus on what they really love to do: solve problems.





This five-chapter getting started guide helps your organization start using Pluralsight Flow. It helps you set your organization up for success by configuring Flow so it works for you, your workflow, and your data. This guide also helps you answer questions like:

  • How do I make sure my team can see the right data?
  • What can I learn from reports?
  • How can I customize my Flow experience?

Who this is for

Whether you’re a CTO, a team lead, or an engineering manager, if you’re someone who has input into your engineering teams and their productivity, you’ll find useful resources here for getting your organization set up with Flow.

Within Flow, there are several types of roles that can manage users, settings, and reports. Some of these getting started steps will require different permissions, and we'll note which permissions you need in each step.

Chapter 1—Initial configurations

What you'll find

  • Information about which configurations to set up first
  • Insight into using automerge to help maintain your user data

Start reading Chapter 1—Initial configurations.

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Chapter 2—Import and manage your data

What you'll find

  • Video and step-by-step instructions on creating an integration and importing your repositories
  • Tips for managing your integrations and repositories in the future
  • Instructions for managing your ticket projects and pull request projects

Start reading Chapter 2—Import and manage your data.

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Chapter 3—Set up your roles and teams

What you'll find

  • Videos and step-by-step instructions for managing users and teams
  • Tips for what to do when you have more users than you expect
  • More insight into customizing roles and view rights for users or teams

Start reading Chapter 3—Set up your roles and teams.

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Chapter 4—Understand Flow metrics and reports

What you'll find

  • Definitions and calculations for Flow's metrics
  • Tips on how to use Flow's metrics to your benefit
  • Details on Flow reports, including who they're helpful for and how to use them

Start reading Chapter 4—Understand Flow metrics and reports.

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Chapter 5—Additional configurations

What you'll find

  • Information about setting up notifications in Flow
  • Details on how to define targets, sprints, and key calendar events
  • How to maximize the benefits of Flow with Flow Academy

Start reading Chapter 5—Additional configurations.

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If you need help, please email Support (opens email form) for 24/7 assistance.