What's new on Flowlu

All-in-one business operating software for project, task, finance and customer management.

New
June 08, 2021

Collaborators and multiple task assignees

Task management becomes more transparent and productive.

Task assignment to several employees

Need to assign the same task to several employees? Create a task, assign several responsible people — several tasks will be automatically created for each of these assignees.

Collaborators in tasks

Even if only one person can be responsible for a task, there are many employees who can help in completing a difficult task. Add collaborators to the task, they will get a notification and see the task in the “I am a collaborator” folder.

Collaborators have the same access rights to the task as assignees. They can move tasks to the next stage, create/add subtasks, a checklist, leave comments, set time tracker, change the deadline (if such an option is checked in the Task settings).

User roles in tasks

Use the user roles when assigning several responsible people, collaborators and followers in order to quickly set tasks. For example, setting the task "Prepare a report" for each sales manager can now be easily done in a couple of clicks!

All new features can be found in task templates and project workflow

Subtasks, multiple assignees and collaborators are now available in Task Templates and Project Workflows. Add participants and subtask in advance to the template/workflow and create new ones quickly.

Improved task creation interface

We customized and left only the most important features on the Task page in order to make it easier for you to create new ones. All other options can be found in the “More Settings” tab.

Try new features now and simplify your team’s work with Flowlu.

New
May 17, 2021

Sending invoices, invites, notifications and more from your own email domain 📩

Up to now, all invoices, estimates, invitations, etc. were sent from Flowlu internal address by default. Not anymore! From now on, you can customize this email address and send such emails using your own email domain.

What messages can now be sent from your own email domain?

  • emails for sending invoices and estimates
  • thank-you-for-payment email
  • user invitation to the account
  • email notifications (duplicates to email)

If you want to send an email using your own email domain, you need to verify your domain. This will show the email clients that we send messages with your permission. Read more on how to validate your domain.

Please note that this functionality is available only to Business, Professional and Enterprise account users.

New
March 26, 2021

What’s new: Custom Domain and New UI for Kanban Boards 🎯

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.

Tasks
Opportunities
Project Workflows
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