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Flowlu Help Center

Getting Started

  • star Notifications
  • star How to Import Data From CSV
  • Signing Up
  • System Settings
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Tasks

  • star Creating a New Task
  • star Automation
  • star Recurring Tasks
  • Task Settings
  • Custom Task Workflows
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Projects

  • star How to Create a Project?
  • star Project Workflows
  • Project Overview
  • Project Financial Management
  • How to Archive or Delete Project
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Finance

  • star Organization Settings
  • star Recurring Invoices
  • Invoices
  • Estimates
  • How to Record the Cash Flow?
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CRM

  • star How to Create an Opportunity
  • star Managing Opportunities
  • star Automation
  • Opportunities
  • Organizations and Contacts
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Email

  • star How to Connect Gmail
  • star Create and Send Email Messages
  • star Email Tracking
  • Setting Up Email Sync
  • Managing Emails
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Knowledge Base

  • How to Create a Knowledge Base
  • Populating Your Knowledge Base
  • How to Place a Knowledge Base on Your Website?
  • How to Use Custom Domain in the Knowledge Base?
  • Access Rights

Calendar

  • Calendar Types
  • How to View Events in the Calendars?
  • How to Create/Delete a Calendar?
  • Calendar Access Rights
  • Creating an Event in the Calendar
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Time Tracker

  • Time Tracking for Tasks
  • How to Issue an Invoice Based on Spent Time?
  • Access Rights

Custom Fields and Lists

  • Custom Fields
  • Record Lists

Agile Projects

  • Main Concepts and Settings
  • Project Management With Scrum
  • Integration With Zendesk Support

Mind Maps

  • How to Create a Mind Map

Workspaces

  • How to Create and Set Up a Workspace
  • Overview

How to Buy a Subscription

  • How to Add a Coupon or Promo Code
  • How to Cancel a Subscription
  • How to Get an Affiliate Link
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