Flowlu Product Updates

   
Improvement
2 years ago

April 2023 Mobile App Improvements

👨🏻‍💻 Our mobile developers are working hard to make Flowlu app more useful for you. In the previous update, they brought the whole Agile module to the mobile app. This time, they’ve made even more significant improvements to the mobile app. 


  Here is the list of the most important changes being made: 


  • Deep Link support with improved desktop and mobile link navigation. For example, when sending a link to the task, you’ll reach out to this task inside the mobile app, not the desktop version as it was before.


  • Logging in to the app became easier, and misspelled words won’t affect your authorization process anymore. Your login and password will be automatically saved for autofill.


  • Portal administrators can change the bottom bar for the mobile app via the desktop version. Settings can be applied to the whole portal, groups of users, and each employee. Users can change the bottom bar via the mobile app to adapt it to their own needs. Mobile app settings have priority over settings made via the desktop.


  • All the available opportunity, task, and event creation forms can be added to the bottom menu. For example, if you regularly create tasks, you can place the form in the bottom bar for quick access.


  • Once the specific entity is created via forms (tasks, events, opportunities, etc.), you’ll get a notification with an option to get to the page with detailed information.


  • The Imprest Fund tab was added to the mobile app. This tab will help you easily track cash that is set aside for use in paying for incidental expenses.


  • Quick actions were added to the Module tab. With this feature, you’ll be able to quickly create new entities without going to lists.

😏 Can't wait to try all the updates? Detailed information about all improvements and fixes is already in the App Store and Google Play 👇

📱 Explore iOS App

📱 Explore Android App

Improvement
2 years ago

🤝 Give your managers access to bank accounts and transactions!

Shout out to all Flowlu users! 🙌


We added a small improvement to bank accounts and money transactions. Before this improvement, your regular employees weren't able to access money transactions in the Finance module. Access rights became more flexible, so now you can define permissions for each certain bank account in Flowlu.


Once the user grants a permission, you can choose between two options:


  • View - the user will be able to only observe transactions related to this account.

  • Editing - the user will be able to create new transactions and change them.


To learn more about new access types and how to set them, explore our knowledge base.


Improvement
2 years ago

🔧 Timesheets and Automation Improvements

A while back, we made some small improvements to timesheets and automations. These improvements were made based on feedback from our users, so they’ll definitely boost the productivity of your day-to-day operations.


📑 Timesheets became more insightful


We added a new field to timesheets — Projects. Now you can see to which project the task belongs. It will help you understand not only how long it takes to finish a certain task but also how much time was spent on tasks for a certain project. 



🧩 Editable custom values in automations


Formerly, you had to change custom fields manually for automatically created tasks and projects. We made this feature more user-friendly and less time-consuming, so from now, you can set custom values for tasks and projects directly while creating a new automation rule. Values will be linked to all tasks or projects created from this automation. 



New
2 years ago

March 2023 Updates: Products in Sales Opportunities, Cash Flow Record, Login via Link & More!

   Our updates are on the way to boosting your productivity! 


Today, we have a few improvements to recently released features and new tools for your sales opportunities as well.


What’s new in Flowlu:

  • Products in Sales Opportunities
  • Leaves and Absences Improvements
  • Login via email
  • Recording the Cash Flow of Online Payments

Detailed information about all the improvements is already in on our blog, so quickly come and explore all newest features   


Improvement
2 years ago

👀 Small updates for project portfolios and task workflows 

Today, we have two small improvements for you 💁‍♀️


The first improvement was made for recently released project portfolios, while the second was to easily link task workflows for new tasks and projects. 


Ready to have a closer look at what's been done? 😉


1) To easily monitor the finances of your projects inside the portfolio, we added a few filters. From now on, you can observe the finances of targeted projects:


  • Active
  • Closed
  • Successfully closed
  • Failed
  • Paused


To learn more about how to observe finances inside portfolios, explore our knowledge base.


2) Tired of swiping to find the necessary workflow for a task? It’s not a problem anymore, because now you can drag and drop task workflows in the list to easily organize them. 


We also added a feature to set the workflow as the default. The default workflow will be automatically linked to new tasks and projects. If you set the default task workflow for a project, all the tasks inside the project will be linked to this workflow.



All the important information about the task workflow updates is already in our knowledge base.