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.

  While our devs are preparing some big and important updates for you, we can still amaze you with small but mighty improvements.

1. New field types for the "Field Update" rule in Task and Opportunity Automations.

Recently, we added a feature to automatically link the assignee and task owner. Now, we've updated this feature with two new actions:

• Who created the task — Owner
• Who changed the task — Modified by

Use case: Once the task reaches a new stage, the assignee changes to the teammate who created the task. It’s a perfect case when you need to pay an invoice. Your manager creates a task for an account to send payment. Once the payment is completed and the task moves to another stage, the manager from the first step becomes an assignee again to fill in the report of service completion.

2. New field types to add or replace participants and followers in the Task and Opportunity Automation.

• If the field type contains "add", you can automatically add a new participant or follower to the task or opportunity once it reaches a new stage.
• If the field type contains "replace", you can automatically select a new option to replace the old one. For example, change the previous follower to the new one once the task is completed.

To learn more about "Field Update" automation, explore our knowledge base.

3. Link a task to the list directly from the task’s main page.

Formerly, you could link a task to the list from the task settings. But recently, we added this option to the right menu of the task, so you can easily select the list from the drop-down menu.

🤔 We know how hard it can be to simultaneously manage and analyze multiple projects. For all of our busy bees, we have a new handy feature!

👀 Analyze all projects in one go and find the best solutions to invest and optimize your resources with a project portfolio.

💡 To learn more about how to keep track of multiple projects, finances, and tasks at once, check out our newest article.

Shout out to all Flowlu users! 📢 

We know how many of you asked to add automations for projects. We hear you, so here is our new feature — Project Automation. With this tool, you can now streamline your regular projects, just as you did with CRM opportunities, tasks, and Agile projects. Except for automation rules taken from other modules, we also added new types of automations,  unique for projects: 

• Successfully closed.
• Failed.
• Paused.
• Resume.
• Change stage.

To learn more about how project automations can help boost your productivity, explore our recent blog post. 

😏 Wondering what’s new in the Flowlu mobile app? Then here we are, and we’re ready to present you with some new updates.

Today, we have two significant updates for you:

💡 The Agile module is finally on the mobile app.

📱 Left navigation is turned to the bottom navigation bar.

More information about recent updates is already in our blog. Explore the new article and learn how to customize your Flowlu navigation, and keep track of Agile projects in the mobile app.