1.20 - Introducing Flows

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Flows will help you have an overview of your work flow around costumers, projects or documents.

Keep track of what's happening around your clients

Flows are a way to communicate around your information, you can create tasks from a document, add notes to a project or assign events to a client.
Available on your Contacts, Projects, and Documents. You can find them in your right-tab or in your Flows Dashboard.

There are different types of Flows:

  • Notes
  • Events to your Calendar
  • Deadlines
  • Chats
  • Timesheets

You can have a complete overview of your Flows in the new Flows Dashboard.

To access it, click in the Flows icon on your left side bar.
Flows can be marked as Pending or Completed.

Improvements & Bug fixes

  • Added alerts for revoked Microsoft tokens.
  • Added a button to open a folder in SharePoint from the file tree.
  • Improved titles and descriptions for entities and projects.
  • Adjustments to our document search algorithm.