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Flowlu Help Center

Getting Started

  • Notifications
  • How to Import Data From CSV
  • How to Invite a User
  • Signing Up
  • Portal Settings
  • See All Articles

Tasks

  • Creating a New Task
  • Recurring Tasks
  • Automation
  • Tasks: Main Settings
  • Custom Task Statuses
  • See All Articles

Projects

  • How to Create a Project
  • Project Workflows
  • Project: Overview
  • Project Financial Management
  • How to Archive or Delete Project
  • See All Articles

CRM

  • Automation
  • Telephony Integration
  • How to Create an Opportunity
  • Managing Opportunities
  • How to Merge Duplicate Records
  • See All Articles

Client Portal

  • External Users Roles
  • Setting Up Permissions For External Users

Finance

  • Organization Settings
  • Recurring Invoices
  • Invoices
  • Estimates
  • How to Record the Cash Flow
  • See All Articles

Email

  • How to Connect Gmail
  • Email Tracking
  • Create and Send Email Messages
  • Setting Up Email Sync
  • Managing Emails
  • See All Articles

Calendar

  • Calendar Types
  • How to Create or Delete a Calendar
  • Events
  • How to Integrate Flowlu With Google Calendar
  • How to Integrate Flowlu With Calendly
  • See All Articles

Time Tracker

  • Time Tracking for Tasks
  • How to Issue an Invoice Based on Spent Time
  • Access Rights: Time Tracker
  • Reports: Estimated and Spent Time

Custom Fields and Lists

  • Custom Fields
  • Record Lists

Agile Projects

  • Main Concepts and Settings
  • Scrum Project Management
  • Retrospective Template Builder
  • How to Integrate Zendesk Support With Flowlu
  • How to Integrate Jira With Flowlu
  • See All Articles

Knowledge Base

  • How to Create a Knowledge Base
  • Populating Your Knowledge Base
  • External Knowledge Base
  • How to Use Custom Domain For Knowledge Base
  • Access Rights: Knowledge Base
  • See All Articles

Mind Maps

  • How to Create a Mind Map

Onboarding

  • Learn More

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

Use Cases

  • Use Case: Flowlu for Task Management
  • Use Case: Flowlu for Project Management
  • Use Case: Flowlu for Client Management
  • Use Case: Flowlu for Marketing Agency
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