Fluix is a software that helps companies to automate routine tasks for their team and increase productivity. Once your account is set up by your company administrator, you will receive an invitation letter to create your login password and to log into Fluix from an iPad, iPhone, Android Tablet or Phone.
If you used to download the apps from the App Store or Google Play Store (i.e. your company is not distributing apps on your device directly), then find Fluix in the App Store or Google Play Store, download it and log into the app using your email and password.
Once logged in, you’ll see the list of the following sections:
Overview
Recurring
Assigned
In Progress
Finished
With Fluix you can easily fill out and sign PDFs, add images, scan barcodes, submit documents via workflow to your colleagues and customers, etc.
This guide provides tips on how to use Fluix, manage documents, and how to troubleshoot in case something goes wrong. We are always glad to hear your feedback and ideas at support@fluix.io.
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The recurring section displays the tasks with the documents pre-configured by your company admin. You can initiate them at any time, even offline. Since these tasks are always available in the Recurring tab, you may initiate as many tasks as needed with empty template forms ready to be filled out.
Sorting the tasks
You may sort the tasks in the Recurring section by the following options:
Priority
Task ID
Task Name
The Priority option lets you sort the tasks from critical to low priority. The Task ID option lets you sort the tasks based on the task abbreviation in the alphabetic order or vice versa. The Task Name option lets you sort the tasks based on the task name in the alphabetic order or vice versa.
Start working on tasks
In order to review the task and/or to start working on it, simply tap on its line containing the basic information about the task.
In the left sidebar, you will see detailed information about the task, containing its full description and showing the stage, priority, and workflow name.
To start working on a task or assign it to yourself (in case the task was initially assigned to the group in which you are a participant), tap the ‘Start work’ button in the top right corner. Once you start working on a task, it will be automatically moved to the In Progress tab.
Feel free to contact us at support@fluix.io if you have any questions or comments.
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The tasks appear in the Assigned section when someone sends them to you either as a user or as a member of a particular group. If the task was assigned to a group in which you are a participant, the name of the group will be displayed next to the Process ID e.g. DAP-27.
When a task is assigned to a group, and one of the group members assigns it to himself or herself, it will not be displayed in the Assigned section. The assigned tasks may have a due date pre-configured by your company admin. Once the task is overdue, it is marked accordingly and shows the number of overdue days.
Sorting the tasks
You may sort the tasks in the Assigned section by the following options:
Priority
Task ID
Due Date
Creation Date
Assignee name
Task name
The Priority option lets you sort the tasks from critical to low priority, which is pre-configured by your company’s account admin. The Task ID option lets you sort the tasks by their abbreviation. The Due Date option lets you sort the tasks by priority; the due dates can be pre-configured by the company’s Fluix account admin. The Assignee name option lets you sort the tasks by the names of the Groups to which they are assigned. The Task Name option lets you sort the tasks based on the task name in the alphabetic order or vice versa.
Start working on tasks
In order to review the task and/or to start working on it, simply tap on its line containing the basic information about the task.
To start working on a task or assign it to yourself (in case the task was initially assigned to the group in which you are a participant), tap the ‘Start work’ button in the top right corner. Once you start working on a task, it will be automatically moved to the In Progress tab.
Once you finish working on the form, click the Back button to exit editable mode and click the Finish Task button. The task will be moved to the Finished section and available for you to review.
Feel free to contact us at support@fluix.io if you have any questions or comments.
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Once you start working on any of the tasks from the ToDo tab, the task will be automatically moved to the In Progress tab and will stay there until you finish it.
Forms and attachments
On the main screen, you can find the forms that need to be filled out to finish the task and the attachments for review. In case there are some required fields in the form configured by your company admin, the number of these fields will be displayed accordingly next to the name of the form. The task cannot be finished until all the required fields are filled out.
In a form, you can fill in text fields, add images, sign, add barcodes and QR codes.
In case you are working on a task that was initially assigned to a group in which you are a participant, besides having the option to finish the task, you see an option called ‘Return to Group’. It means that you can return the task back to the group, while it hasn’t been finished yet. It may happen if your shift is over, or you assigned this task to yourself by mistake. All the changes you made in the task will be saved.
The task can be deleted only in case it was initiated by you from the To Initiate section. Otherwise, it may be withdrawn from you by the admin only.
Once you tap the ‘Finish Task’ button, depending on the setup, you might be provided with a list of alternative submit actions to choose from. For example, if preconfigured by your Fluix account admin, you may select the individual assignee from the preconfigured group in the flow whom you would like to pass the completed form e.g. for approval.
Feel free to contact us at support@fluix.io if you have any questions or comments.
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In case you work offline or the connectivity is poor, it might take some time for the task to get finished. In such cases, the Outgoing tab appears and the task ends up there. Once the Internet connection is established, the task is automatically submitted and the section disappears.
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In the Finished tab, you may find the list of the last 500 tasks you finished. All tasks are opened in a view mode, i.e. there is no possibility to make any further changes and resubmit them.
The list of tasks is sorted by date and separated into sections depending on the date when the task was finished.
Feel free to contact us at support@fluix.io if you have any questions or comments.
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Working with forms in Fluix is getting even more effortless! With the new functionality of Annotations, you can quickly draw on the photos you take while on the field to highlight essential things for your team members.
How to add annotations to photos in Fluix?
Open the Fluix Tasks app in the App Store for iOS devices or Google Play for Android devices. Find the document in which you would like to make annotations. For this, navigate to the app’s Recurring, Assigned, or In Progress section to locate the task and the form in question.
Tap on the respective task and the document inside the task to open it, and click the Start Work button. Find the image field in the form and select how you would like to add the photo: from Camera or Photo Library.
After that, tap on the added photo and select the Preview option:
Click on the Pencil icon displayed on the screen to enable the Annotations mode.
In the Preview mode, you may also save the taken photo locally to your device to Photos or Files. Alternatively, you can share the photo to third-party platforms via the Open In button.
Feel free to contact us at support@fluix.io if you have any questions or comments.
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