Fluix Tasks:
– Guest and User tasks are now united into the Task element, and the ‘Recipient’ section was renamed into ‘Sharing Options.’
– Added the “Process End Options:” You may set the Taskstream to “Finished.”
Feel free to contact us at support@fluix.io if you have any questions or comments.
Fluix Tasks:
– The Integrations tab was updated: now you can search for the required third-party tool via the dedicated section “Integrations”, or to “Request Integration” with a specific service. Once you submit your request, our product experts will reach out to you with further guidance on how to connect the desired tool.
– Added ability to create Dynamic Form right from the Taskstream Builder.
Fluix Documents:
– Added an option to export data from the Document Status via API.
Feel free to contact us at support@fluix.io if you have any questions or comments.
– Improved behavior for auto-connecting form elements.
– Added the retention policy for deleted Taskstream processes in the Admin Portal -> Settings.
– Improved SSO by adding the ability for admins to set required authentication levels, this will allow users to have two login options during SSO login, giving them the flexibility to choose between available security methods.
Feel free to contact us at support@fluix.io if you have any questions or comments.
Introducing the redesigned product:
– New Home Page for Admins:
– New Home Page for Users:
– Updated navigation menu:
– Added ability to resize modal windows, allowing to view long files or task names without difficulty.
Feel free to contact us at support@fluix.io if you have any questions or comments.
– New in Activity Status: added ability to save customized view as Report.
– Added ability to save drafts for Guest Users.
Feel free to contact us at support@fluix.io if you have any questions or comments
– New Dynamic Form Builder: the ability to copy content from one field to another, calculate in fields, and form preview functions.
– Notes in the User App – users can add notes related to the form they are working with
– New in Activity Status: Data from forms is now extracted into Activity Status.
– More Taskstream templates to allow building business flows faster with the new Dynamic Forms templates.
Feel free to contact us at support@fluix.io if you have any questions or comments.
– Added the ability to Move Tasks in Bulk to the next stage in Activity Status, empowering admins with greater control and reducing time spent on administration.
– Introducing Dynamic Path Creation on Storage, which automatically generates folder paths based on user input in forms upon task completion, saving admins time on file and folder management.
– Improved Dynamic Forms – once a form is submitted, its copy now gets flattened.
– Stabilisation and validation fixes for the Dynamic Form Builder.
Feel free to contact us at support@fluix.io if you have any questions or comments.
– Introducing Reports for monitoring the activities you run in the Fluix account. It offers you the ability to visualize, analyze, and derive actionable insights from their data.
– Ability to suspend & resume processes in the Activity Status. This feature allows to pause processes during project suspension or upon completion, retract tasks from users, and later resume them as needed, enhancing workflow flexibility and management.
– Added the ability to zoom in, zoom out, or fit the chart on the screen in the Taskstream Builder.
– Dynamic Forms: Conditional Logic improvements.
Feel free to contact us at support@fluix.io if you have any questions or comments.
– Introducing Dynamic Forms – mobile-friendly digital forms that enable fast data collection, completion, and submission from any device, while maintaining an adaptive layout that adjusts to different screen sizes.
– Added ability to edit, replace, and remove all the forms in tasks and apply these actions to all the tasks and actions in the taskstream.
Feel free to contact us at support@fluix.io if you have any questions or comments.
– Added ability to upload, rename, and delete Files to Review in the User web app.
– Added ability to check the reason for the failed process in Process Details to provide admins with more insights and give the possibility to fix the taskstream for performing future processes.
– Added Improveit 360 to the Share-to integration presets, allowing automatically pushing files from the finished processes in Fluix to the relevant project in Improveit 360.
– Improved the Share-to integration with Procore by adding the ability to select the root folder for uploading files.
– Improved Taskstream logic by adding the ability to automatically redirect the User and Guest task in case it’s overdue. This improvement creates an opportunity for admins to troubleshoot the possible issues with overdue tasks independently to avoid process interruption.
– Added ability to change the checkbox size in the Form Builder.
– Added new Taskstream templates to allow building business flows faster and new Form templates for Audit flows.
– Improved SSO by adding ability to perform group management through the SSO.
Feel free to contact us at support@fluix.io if you have any questions or comments.
– Improved the Process Status by adding the ability to review and download files added by users to have a complete overview of the tasks and processes.
– Added ability to review and download Files to Review in the User web app for users and guests.
– Added ability to create a Group and add users to it right in a Taskstream, streamlining the configuration process and saving valuable time.
– Improved User Details by adding data on user logins from Android devices to provide admins with more details on the user logins.
– Improved Datasets by allowing to keep data in the dataset for an unlimited period of time to ensure that the valuable data is not missing.
– Added HubSpot to the Share-to integration presets, allowing automatically pushing files from the finished tasks in Fluix to the relevant deal in HubSpot.
– Improved Form Prefill by adding the ability to prefill dropdowns and checkboxes.
Feel free to contact us at support@fluix.io with any questions or comments.
– Added a Phone Number field to the User Details section along with the ability to create permissions for the users.
– Added more details to the Process Status on the reason why the process failed for admins to be able to fix the issue on their own without the necessity of contacting support.
– Improved the Process Status by adding the ability to interact with the chart in the Process History.
– Improved the arrows behavior in the Taskstream builder for better user experience.
– User interface improvements for Dynamic Values and Conditional Logic.
Feel free to contact us at support@fluix.io if you have any questions or comments.
Fluix Tasks news:
– Added Process Status Details that allows checking the details of each taskstream and process, tracking time spent on each task, downloading forms and their revisions, and much more
– Added ability to share Guest Task via QR code to make sharing the tasks with external parties even easier
– Added Shortcuts for faster workflow creation. Use shortcuts with tasks, submit actions, and branches to map your business flow in minutes
– Added support for Drag-and-drop to the Form Builder to make the process of adding elements to the form more intuitive
– User interface improvements for the User section and Main Menu
– Added ability to create and select folders in the Procore Share-to Integration
– Added new Taskstream templates to allow building business flows faster
Feel free to contact us at support@fluix.io if you have any questions or comments.
Fluix Tasks news:
– Added the ability to allow users to select Guest user recipients directly from their devices to provide them with more flexibility to decide on their own to whom the task should be sent
– Added the ability to automatically initiate a process in Fluix once any action is performed on the third-party tool side and to prefill the form using this data
– Added more actions for Fluix integrations with Monday.com and Salesforce to add more automation to integrations and eliminate the need to manually create or update the records in these tools
– Added the ability to extract data from the User and Guest tasks and all types of submit actions to Datasets
– Added the Performer name and Performer email columns into Datasets
Fluix Documents news:
– Added the ability to set the retention for the In Progress documents in Workflows
Feel free to contact us at support@fluix.io if you have any questions or comments.
Taskstream’s news:
– Introducing the Guest task functionality that allows you to invite non-Fluix users to collaborate with your team on documents and tasks – all in one place.
– Added ability to automatically prefill forms in tasks with data from the third-party tools, streamlining your workflows and saving valuable time and effort.
– Added Procore to the Share-to integration presets, allowing automatically pushing files from the finished tasks in Fluix to Procore.
– Added ability to push data from the form in the task to any third-party tool using webhook, making it easier and faster to set up the integration.
Feel free to contact us at support@fluix.io if you have any questions or comments.
Taskstream’s news:
– New integration presets called Share to submit action. Share to presets allow to easily configure automated upload of documents, data, and messages to third-party services like Salesforce, Pipedrive, Seatable, Slack, and Smartsheet.
– New functionality – data prefill from form to form. The data is automatically pre-filled from forms that were completed in the previous task.
– Added Assignee to an individual in User tasks – the ability for the users to choose particular users of the next task in a flow.
– Added support for non-PDF attachments in the User web app
– Added Return to Group option in Process Status – the ability for the admin to reassign tasks that got stuck in a process.
– Added ability to edit form in Form Builder when configuring the form fields in a task.
Feel free to contact us at support@fluix.io if you have any questions or comments.
Changes in Workflow Builder
Changes in internal workflow templates
We have implemented changes in the layout of the Admin portal to help you navigate better. Here is an overview of what has been updated:
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