Using Quick Actions
Quick Actions in the Flowlu mobile app provide shortcuts for creating new items without needing to navigate to a specific module first. This feature helps you save time and add information to your portal quickly.
Where to Find Quick Actions
The Quick Actions are located at the top of the Modules screen.
- Tap the Modules icon in the bottom navigation bar.
- The Quick Actions will appear as a row of icons at the top of the screen, just below the search bar.
How It Works
To create a new item, simply tap the corresponding icon in the Quick Actions section. For example, tapping the Add Task icon will immediately open the new task creation form, allowing you to fill in the details and save it.
Available Actions
The Quick Actions section includes shortcuts for the most common tasks. The available actions include:
- Add Task
- Create Opportunity
- Create CRM Contact
- New Project
- Create a payment
- New Estimate
- Create Invoice
- New Event
- New Issue
- New Agile Project
- Create Expense
- Run
Using Quick Actions is an efficient way to capture new information and add it to your Flowlu portal without interrupting your current workflow.
