Getting Started
Introduction to Tasks, along with step-by-step setup guidance and tips for configuring and testing your account.
Your Guide to Fluix Tasks
Resources to Help You
Get the Most Out of Fluix
Use Case Tutorials
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How to create efficient Training and Qualification Material Distribution
Fluix is a web and mobile-based cloud platform that enables teams to digitize document…
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How to Optimize Service Checklist Management
Fluix is a cloud-based platform for web and mobile that enables teams to manage…
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Conditional Routing to automate a business process
What is conditional routing? Conditional routing functionality allows you to automate decision-making throughout the…
FAQ
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How can I ensure users complete their tasks on time?
To help your field team complete their tasks on time, you can set up…
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How can I estimate the time it takes for users to complete a task?
You can review the time users spend on tasks through the Activity Status section…
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Can I integrate Fluix with third-party platforms?
Absolutely! Fluix offers seamless integration with third-party cloud storage solutions and external software to…
Recently Published
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Managing Taskstream & Report Ownership in Fluix
Giving your users the proper permissions in the Admin Portal is key to efficiency…
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How to set up Dynamic Forms in Fluix Tasks
What are Dynamic Forms? Dynamic Forms is a new functionality in Fluix Tasks that…
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How to Schedule Recurring and One-time Tasks in Fluix?
Fluix now offers Scheduling, a powerful feature designed to help you plan and automate…
Get the Complete Fluix Tasks Overview
Explore features, use cases, and best practices to see
how Tasks can boost your operational efficiency
On-Demand Support
to Maximize Your Fluix Experience
to Maximize Your Fluix Experience
Convert My Form
Send us your existing form in any format - text, image, PDF, DOC or Excel - and we’ll transform it into a professional, fillable form optimized for use in Fluix.
Map My Process
Send us your process descriptions, sketches, or diagrams, and we’ll design them on Taskstream to streamline your workflow setup.
Connect My Tool
Let us help you integrate Fluix with your favorite tools using our open API or in-built integrations for data transfer and consistency across all platforms.
Help with Onboarding
Experience a smoother, efficient onboarding with our dedicated Success Team who will help you set up, optimize, and refine your processes for ongoing success.
Can’t Find What You’re Looking For?
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Please fill out the form on the right to direct your request to the right team member.
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