Flowlu Knowledge Base

First steps in system

How to register in Flowlu system?
System settings

Tasks

On ways to create a task
How to structure task list?
What for and how to create task lists?
How to take a task or return task for resubmission?
How to delegate a task?
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Projects

How to create a project
How to archive/delete project?
Project board
Project Cost and Revenue Management
Access rights in the "Projects"

Finance

What is an Estimate?
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
About access rights to the CRM module
Companies and contacts

Agile projects

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

Knowledge base

Settings and creation the knowledge base
Access rights settings
Populating a knowledge base

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