Flowlu Knowledge Base

First steps in system

Setting and ways to receive notifications
How to import data from CSV
System settings
Registration

Tasks

What do the folders mean in the Tasks section?
Application settings
About ways of creating a task
What happens after you create a task?
Where can I view tasks to be done?
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Projects

Overview of project sections
What is the difference between individual project and template project?
Project workflows
How to create a project?
How to archive/delete project?
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Finance

Organization profile settings
How to prepare an invoice?
Creating an invoice
How to create invoice templates?
Invoice processing
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Calendar

Types of Calendars in Flowlu
How to quickly view events in the calendars
How to create/delete a new calendar
Calendar access rights
Creating an event in the calendar
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Custom Fields and Lists

How to add a custom field?
Types of Custom Fields
Installing and setting the Record Lists app

CRM

How to work with opportunities
Automate lead creation
Companies and contacts
About access rights to the CRM module

Agile projects

Main terms and settings
Project Management with Scrum
Integration with Zendesk Support

Knowledge base

How to place a knowledge base on your website?
Settings and creation the knowledge base
Access rights settings
Populating a knowledge base
How to use a custom domain in Knowledge Base

Mind maps

How to create a mind map

Time Tracker

Time tracking by task
Access rights
Billing

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