Flowlu Help Center

Getting Started

Settings and Ways to Receive Notifications
How to Import Data From CSV
Signing Up
System Settings
Filters
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Tasks

Task Folders
Task Settings
Create a New Task
What Happens After you Create a Task?
Where Can I View Tasks to be Done?
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Projects

Project Workflows
Overview of the Project Sections
What is the Difference Between Individual Project and Template Project?
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
Automatic Opportunity Creation
Companies and Contacts
Access Rights to the CRM Application

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
Knowledge Base Creation and Settings
Populating Knowledge Base
How to Use Custom Domain in Knowledge Base
Access Rights Settings

Mind Maps

How to Create a Mind Map

Time Tracker

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

Subscription and Account

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