FlowOS Automation HubPlain-English product documentation

Before you start

  • A private project with estimated tasks.
  • Working shifts and project membership defined.

#Review capacity as a warning system

  1. Define recurring shifts for project members.
  2. Estimate tasks and create allocations.
  3. Open the capacity view and inspect overload warnings.
  4. Resolve conflicts by changing scope, owner, effort, or dates with the manager.

#Add only valid same-project dependencies

Use finish-to-start relationships when one task truly cannot begin before another ends. Keep the graph acyclic. FlowOS rejects a successor scheduled before its predecessor finishes; it does not automatically move every downstream date.

#Use calendars as a shared view, not a second source of truth

Configure business hours and approved shared calendar sources. Imported events are overlays; task dates remain governed by task and timeline controls. Check provider sync status before relying on an external event.

Warnings expose overload without silently changing the plan. Capture details
Dependencies and milestones explain scheduling order. Capture details
Deadlines and approved shared sources appear together. Capture details

#Common mistakes

  • Treating a warning as automatic resource leveling.
  • Creating cross-project or circular dependencies.
  • Assuming an imported calendar event changes task ownership.

#Verify the result

  • Shifts and allocations use the same planning period.
  • Dependency order is valid and acyclic.
  • Overload decisions are recorded.
  • External calendar sync status is visible.
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