Flowlu Knowledge Base

First steps in system

How to register in Flowlu system?
System settings

Tasks

On ways to create a task
Task templates
How to create recurring task?
How to structure task list?
What for and how to create task lists?
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Projects

Project templates
How to create a project?
How to archive/delete project?
Managing the Project Finances
Access rights in the Projects

Finance

How to prepare an invoice?
Creating an invoice
How to create invoice templates?
Invoice processing
Online Payment of Invoices
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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

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

Mind maps

How to create a mind map

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