PrimeFlow Overview
Use PrimeFlow to map projects, goals, milestones, tasks, notes, files, contacts, and references as one connected workspace.
PrimeFlow is PrimeTask's visual workspace for connected work. Use it when a project is easier to understand as a system: goals connected to milestones, milestones connected to tasks, tasks supported by notes, files, contacts, and reference material.
Instead of treating work as separate lists, PrimeFlow lets you place related items on a canvas and connect them. This makes it easier to see what belongs together, what supports what, and where the next action fits.
This article is the PrimeFlow hub. Use it to understand what PrimeFlow is for, then follow the linked guides for detailed steps.
PrimeFlow follows the active Space
Canvases are tied to the Space you are working in. Switching Spaces changes the canvases and work items available in PrimeFlow.
What you can do
Map connected work
with projects, goals, milestones, tasks, notes, files, contacts, companies, activities, and references
Create mind maps
with central topics, main topics, subtopics, floating topics, summaries, and mind map templates
Build project relationship maps
that show how goals, milestones, tasks, and project notes fit together
Add real work items
such as tasks, projects, contacts, companies, and CRM activities
Capture context
with sticky notes, Quick Notes, documentation, text labels, emoji stickers, images, YouTube videos, X posts, and links
Use file and document nodes
for PDFs, files, folders, audio files, and video files where your license and Space setup allow them
Connect items
with relationship lines, comments, style options, and relationship labels
Organise larger canvases
with groups, search, filters, auto layout, saved canvases, and theme presets
Present a guided path
through a canvas with FlowMode journeys
Export a canvas
as PNG, WebP, or JPEG
Let AI agents work with PrimeFlow
through the MCP server when MCP is enabled
Start with the outcome
Use PrimeFlow when seeing the relationship matters more than reading a list. If you only need to edit one task, open the task. If you need to understand how several things depend on each other, use PrimeFlow.
How to open PrimeFlow
- Navigation: Open PrimeFlow from the main navigation.
- Command palette: Press ⌘+K (or Ctrl+K) and search for PrimeFlow.
- Keyboard shortcuts: Once PrimeFlow is open, press
Cmd + Shift + /(orCtrl + Shift + /) to open the PrimeFlow help panel.
Core workflow
Create or open a canvas
Open PrimeFlow, then use the canvas actions to create a new canvas, open a saved canvas, save the current canvas, or save a copy with a new name. Each Space keeps its own canvas library.
See PrimeFlow Canvas Library and Saving.
Add nodes
Add nodes from the Node Library, the right-click menu, keyboard shortcuts, paste actions, or selector windows for existing tasks, projects, contacts, companies, and activities.
PrimeFlow supports both new canvas-only items and existing PrimeTask records. For example, a task node represents a real task, while a sticky note can be used just for canvas thinking.
See Adding Nodes in PrimeFlow.
Nodes can represent different kinds of work
Some nodes are visual notes, some point to existing PrimeTask records, and some hold reference material. The detailed node articles explain which is which.
Connect related items
Connect nodes when one item supports, explains, depends on, or belongs with another. Connections can be adjusted later with comments, relationship labels, line type, thickness, and movement settings.
See PrimeFlow Connections and Edges.
Review, filter, and present
Use search and filters to find specific nodes, auto layout to tidy a large canvas, and FlowMode to turn selected nodes into a guided journey.
See PrimeFlow Search and Filters, PrimeFlow Auto Layout, and PrimeFlow FlowMode.
Export or share the result
Use export when you need an image of the current canvas for a report, meeting, or reference. PrimeFlow export supports PNG, WebP, and JPEG, with quality, background, title, metadata, watermark, and logo options.
See PrimeFlow Export.
PrimeFlow areas
| Area | Use it for |
|---|---|
| Canvas basics | Movement, zoom, selection, deleting, duplication, paste, and core canvas work |
| Node library | Adding tasks, projects, notes, media, files, CRM records, portals, and other node types |
| Mind maps | Brainstorming, planning, structured thinking, and mind map templates |
| Work management nodes | Mapping tasks, projects, goals, milestones, project notes, checklists, and related work |
| CRM nodes | Mapping contacts, companies, activities, and relationship work |
| Media and reference nodes | Keeping images, videos, posts, links, and other context next to the work |
| Files and documents | Working with PDFs, files, folders, audio, and video nodes where available |
| Groups and connections | Organising related work and explaining relationships between items |
| FlowMode | Creating a guided journey through selected nodes |
| MCP | Letting AI agents read and update PrimeFlow canvases when MCP is enabled |
Some PrimeFlow capabilities require Pro
PrimeFlow includes features available on every PrimeTask license and features that require Pro. File, Folder, PDF, External App, CRM, Portal, Cross-Space Portal, FlowMode, and Mermaid-related capabilities require Pro. See PrimeFlow Standard and Pro.
Things worth knowing
PrimeFlow is for connected work
PrimeFlow is strongest when you want to understand how things relate. Use it for project systems, planning maps, stakeholder maps, research boards, delivery paths, and meeting walkthroughs.
Canvases are saved separately
You can keep more than one canvas in a Space. For example, one Space might have a product roadmap canvas, a client delivery canvas, and a research canvas.
Some nodes open deeper PrimeTask records
Task, project, contact, company, and activity nodes can connect the visual map back to the underlying record. This lets the canvas stay useful while the real work continues in Tasks, Projects, and CRM.
Media belongs near the work it supports
PrimeFlow can keep reference material beside the plan: images, YouTube videos, X posts, links, PDFs, audio, video, and files. The shared media player and Picture-in-Picture behavior are covered in the media player guide during the Getting Started rewrite.
Keep the canvas purposeful
A useful PrimeFlow canvas does not need every detail. Add the items that explain the relationship, then link out to the detailed task, project, contact, or document when needed.
Common questions
"Is PrimeFlow a task list?"
No. PrimeFlow can show tasks, but it is not only a task list. It is a visual workspace for mapping how work connects.
"Can I use PrimeFlow without Pro?"
Yes. PrimeFlow includes standard canvas features, unlimited canvases, the searchable node library, templates, theme presets, undo and redo, auto layout, export, task nodes, project nodes, notes, media nodes, mind maps, groups, paste actions, project relationship mapping, and node shortcuts. Some advanced node families and presentation features require Pro.
"Can I use PrimeFlow for projects?"
Yes. PrimeFlow can map projects, goals, milestones, tasks, project notes, and related records. For detailed project behavior, see PrimeFlow Project Nodes. For task behavior, see PrimeFlow Task Nodes.
"Can AI agents update PrimeFlow canvases?"
Yes, when MCP is enabled and the relevant MCP categories are available. MCP can list canvases, read a canvas, create or rename canvases, add or update nodes, add or remove connections, and apply bulk canvas changes. See PrimeFlow and MCP.
Where to go next
| If you want to… | Read this |
|---|---|
| Compare Standard and Pro coverage | PrimeFlow Standard and Pro |
| Learn the basic canvas workflow | PrimeFlow Canvas Basics |
| Add nodes to a canvas | Adding Nodes in PrimeFlow |
| Manage saved canvases | PrimeFlow Canvas Library and Saving |
| Use search and filters | PrimeFlow Search and Filters |
| Start from templates | PrimeFlow Templates |
| Use mind map templates | PrimeFlow Mind Map Templates |
| Export a canvas | PrimeFlow Export |
| Use full screen mode | PrimeFlow Full Screen Mode |
| Automatically arrange nodes | PrimeFlow Auto Layout |
| Use right-click actions | PrimeFlow Right-Click Menus |
| Organise related nodes | PrimeFlow Groups |
| Explain relationships | PrimeFlow Connections and Edges |
| Present a guided journey | PrimeFlow FlowMode |
| Document node families | PrimeFlow Mind Map Nodes |
| Use node record actions | PrimeFlow Action Toolbar |
| Map projects | PrimeFlow Project Nodes |
| Map tasks | PrimeFlow Task Nodes |
| Work with generated subtask and checklist item nodes | PrimeFlow Task Expansion Nodes |
| Map CRM records | PrimeFlow CRM Nodes |
| Use Quick Notes on the canvas | PrimeFlow Quick Notes Node |
| Add notes and documentation | PrimeFlow Notes and Stickers Nodes |
| Add media and links | PrimeFlow Media and Link Nodes |
| Add files and documents | PrimeFlow File and PDF Nodes |
| Link a folder from your computer | PrimeFlow Folder Node |
| Understand zero-storage file linking | PrimeFlow File Linking |
| Travel between canvases with portals | PrimeFlow Portal Nodes |
| Open other apps at the exact spot | PrimeFlow External App Nodes |
| Use PrimeFlow through MCP | PrimeFlow and MCP |