Set Up a Custom Domain

Each Flowlu portal has its unique subdomain, e.g. yourcompany.flowlu.com. From now on, instead of pointing your users to the default Flowlu URL, you can use a custom domain. For instance, you can map company.flowlu.com to company.com or portal.company.com. Once you create a custom domain in Flowlu, the free SSL-certificate will be generated and enabled automatically for your domain.

How to configure a custom domain

Custom domain is available at Enterprise subscription plan only.

Clean Interface for Kanban Boards

The Kanban boards across all modules have been refreshed and got an improved UI. They’re now more modern, clean and easier to use. Each task card now includes the name of a specific project or opportunity. This allows you to quickly navigate to the detailed information. Additionally, the card also indicates the number of comments for each task.

It's time we share some recent, notable product updates! Today they’re with a special emphasis on improving the usability and capabilities of the Tasks module. Now you can view your assignments right from the Tasks module in multiple ways — GTD to-do list, kanban board, list.

The to-do list section helps you to focus on what's important at a given time. We've cleaned it up a bit and left only the most relevant folders to simplify the management of your current tasks.

We've also improved the way you can handle your tasks right from the to-do list. From now on, you can:

• change the priority and add collaborators without opening the task;
• go to a page of the related project, opportunity, workspace;
• assign a person to the task right away when creating a task via the task quick add;
• see if the task has a comment and how many of them;
• instantly find the necessary task using the search box.

Kanban Board gives you a clear overview of all your current tasks and their states. By the way, if you're the Tasks module admin, you can see the tasks of the entire team there. The board makes it easy to view deadlines, priorities, and overall work progress. If you use multiple custom workflows for tasks, you can instantly switch between them and get an clear visual representation of your work.

The Task List allows you to customize columns. We also recommend using this section to bulk edit and delete tasks.

The Templates section brings together all task templates including the templates for recurring tasks. Use the button in the top right corner to switch between your own and your team’s templates.

New Filters

Filters are now available in all sections of the Tasks module to easily search for tasks by the specified parameters. We have added filters by projects, collaborators, workspaces. Now it will be simpler for you to manage the tasks you are involved in.

Other improvements

• You can now relate an estimate to any opportunity you need.
• When connecting email via IMAP, you can now apply custom settings for outgoing messages (SMTP).
• Due to popular demand, we’ve removed the irritating 🙈 red color from the events in the Calendar.

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New Automation Actions

From now on, you can automatically add a comment or publish a post to the activity feed of each task or an opportunity. With the these new automation actions, you can automatically publish messages specific for your business. For example, you can post a notification if the deadline is missed but the task is still at the “Doing” stage. Or, you can automatically add certain reminders or tips for the assignee.

Custom Fields for Issues

You can now add your own custom fields to the issues of the agile projects. For instance, you can show the relation to the contact, record list or add any other information that meets your team’s requirements.

New blog post: 8 Simple Steps for Effective Task Management with Flowlu ✅💪

Task management tools let teams keep track of tasks with less effort, stay organized, eliminate miscommunication and skyrocket productivity. Explore our latest guide to learn 8 simple steps to improve your results with Flowlu by using it for task management.

Today, we’re excited to unveil one of our biggest Tasks updates ever. From customizable statuses to task automation and subtasks, we have a lot of exciting product improvements for you this month. With this Tasks upgrade, your team can be more productive and set up custom processes with just a few clicks. Enjoy!

Task Workflows

One of our most requested features, task workflows allow you to create your own statuses for the tasks that match your business requirements. Each task follows a specific sequence of stages as it passes through from start to completion. Instead of basic statuses like “To Do”, “In Progress,” and “Complete,” you can now set up custom task statues and have full control over current task progress.

Please note that each new status that you create should fall under one of the following system status types:

• To do
• In progress
• Approval
• Completed

How to apply a custom workflow?

You can configure a task workflow for a specific project, project workflow or workspace. All the linked tasks will inherit the workflow you set up. If a task is not associated with any project or workspace, you can select a separate workflow for it. Once the task status is changed, the task assignee will be notified on this update.

Subtasks

From now on, you can use subtasks to break complex tasks into smaller steps and distribute each one to teammates. A subtask composes the same fields as the regular task. You can configure a deadline, choose an assignee, add a collaborator, and even select its own subtasks :) You can even track time for each separate subtask! The subtasks inherit the project and workspace relation from the parent task.

Best of all, the parent task is automatically closed out once all the subtasks are completed. However, you can always disable this option in the System Settings.

Task Automation

The automation for tasks is finally here! Build a predefined sequence of certain actions that are triggered when the task's status changes. For instance, Flowlu can automatically send notifications to the task owner when the deadline is close and the assignee has not even started the task. Or, you can even customize a rule to automatically change the task assignee when the task moves to a specific status. You can create multiple automated workflows to meet the needs within your organization and save your valuable time.

Task Activity Feed

Now the task activity feed allows you to view all the latest changes made to the tasks. Flowlu automatically logs who and when have updated the task, e.g. changed status, re-assigned a task, modified deadline and priority, adjusted the task name, etc. It's a great way to view all the updates on your task, especially unapproved ones, in one consolidated place.

More Improvements...

• We’ve updated our Knowledge Base design and added the table view for the articles. Sort articles, apply filters and easily visualize your information!
• There is now a “Save & Create New” button when you add a new task.
• Due to the popular demand, we’ve added an ability to restrict changes to the approved invoices. To do this, go to System Settings → Finance and activate the appropriate option.
• This month, we’ve also improved the speed of chat message delivery — your messages will now be delivered twice as fast as before the December update.
• You can now hide the images from the opportunity Kanban board. If you’d like to turn that on, you can just go to the System Settings → CRM → Main Settings.
• Some users asked us to release the feature of printing a task page. We did it!
• The users are now able to add themselves as collaborators when creating a new opportunity.

Happy New Year!