We’ve added a smart new automation to Flowlu Projects that helps you keep your stages tidy.

You can now automatically close a project stage when all milestones within it are completed. It’s a simple way to keep your projects flowing and your workspace clear.

Here’s how it works:

Once all milestones inside a stage are marked as complete, the stage will auto-close.

If someone reopens a milestone from that closed stage later, the project won’t move backward. The closed stage stays closed. (If you do want to roll it back, you can do that manually.)

Where to Set It Up

Go to Portal Settings → Projects → Main Settings and find the "Automatically progress a project to the next stage" section.

You’ll now see these updated options:

✅ All checklist items are completed

✅ All stage tasks are closed

✅ All milestones are completed ← (New!)

✋ Don’t move automatically (manual only)

Just pick your preferred option from the dropdown—done!

Tip: Want to auto-close milestones too? Set up task dependencies and use Gantt chart automation to close them once all preceding tasks are finished.

You can now instantly spot which marketing channels are bringing in the most revenue—with zero spreadsheet digging.

The new Revenue by Source widget gives you a clear visual breakdown of your opportunity performance by channel. At a glance, see:

• Total number of opportunity sources in your CRM
• Total revenue across all sources
• Opportunity count per source
• Revenue per source
• Share of total revenue per channel

Available as both a pie chart and sortable table (by amount or opportunity count), it makes identifying your best-performing sources simple. Use filters to focus on the data that matters most to you.

You’ll be able to quickly understand which channels are working—and which aren’t. That means smarter budget decisions and more efficient resource allocation.

👉 This widget is available on Team plans and higher.

See who’s working on what in real time with new presence indicators! 

These are small user icons in the top-right corner showing who is currently viewing an item. Now, you can view who’s actively working on what and jump in to collaborate, ask for feedback, and respond to clients or teammates instantly. 

Real-time presence indicators appear on cards for: 

• Tasks & Projects 
• Agile Projects & Issues 
• Contacts & Organizations 
• Calendar & Events 

These handy indicators are available on all plans, and we’re working to add them to even more modules soon. 

Experience seamless teamwork with Flowlu—log in and see what your teammates are collaborating on!

Here’s a quick look at what’s improved and what’s brand new in Flowlu.  

📎 Attach Files Straight From OneDrive

You can now attach files directly from your OneDrive account to tasks, projects, contacts, and more in Flowlu. You can either link to the file without using your Flowlu storage or save a local copy, which will count toward your storage limit. 

👀 Absences Are Now Instantly Visible

Sick day? On vacation? Now it’s obvious. You’ll see a small icon next to a person’s avatar when they’re on leave—whether they’re online or not. No need to dig into the “Leaves & Absences” module anymore to figure out who's around.

🧩 Projects Widget

There’s a new “Projects” widget on your dashboard. It gives you a quick snapshot of everything that matters: project name, who’s managing it, which stage it’s in, how many tasks are done (and how many are left), who the client is, and how close—or overdue—the deadline is. You can also filter the view to show only the projects you actually want to keep an eye on. No need to jump between tabs to figure out what’s going on.

📩 A Smarter Way to Invite Teammates

Bringing someone new into Flowlu just got a whole lot easier. The invitation form now lets you fill in everything at once—name, job title, password, and even fine-tune their access to each module right from the start. No more juggling roles or tweaking permissions afterward. 

📱 Mobile App Improvements (iOS & Android)

We’ve made things snappier and easier to use across both apps. Expect smoother navigation and fewer hiccups.

The mobile CRM dashboard now includes three new widgets to help you track performance at a glance—see why deals are lost, check your sales conversion rate, and understand how leads move through your pipeline.

You can also add Agile Project and Invoice creation forms to the bottom menu for quicker access, or find them in the Quick Actions menu under Modules.

Two new widgets are now available to help you monitor sales and project data without leaving your dashboard.

🕒 Average Opportuntity Duration

This widget shows how long it typically takes to close an opportunity in your sales pipeline. Use it to:

• Identify slow points in your pipeline
• Adjust how your team works with leads
• Set KPIs based on actual timelines

It’s a simple way to understand and improve your sales cycle.

📁 Project Statistics

You can now track key project data at a glance — no need to open the full Projects module.

The widget displays the number of active projects, profitability, incoming payments, expenses.

There are also ready-to-use presets to save time:

• Active Projects
• Profitability Overview
• Active Projects Revenue
• Active Projects Expenses

Plus, one customizable widget lets you select exactly which project metrics you want to track.

Add these widgets to your dashboard to get the data you need, right where you need it.