We’re excited to share some meaningful updates that will take your business operations to the next level and enhance your productivity like never before. Ready? Let’s go!
With the improved Guest Task, you can give more flexibility to your team to define on their own the recipient of the task. Just create a Taskstream with Guest Task, set up your preferred business flow, and let your team take it from there! They can easily fill out the forms and share them with customers through email or sms. Customers in their turn, just follow a link, fill in the form, sign, and submit down the predefined flow. Read details ⇢
Picture this: as a field gets updated in your CRM, the task is automatically assigned to your team with the data pre-filled in forms. Once completed, the documents are automatically uploaded to the CRM. Read details ⇢
Managing projects is always challenging. Our pre-built integration with Asana, a popular project management tool, allows you to share completed forms directly from Fluix to Asana, making it even easier to manage your projects and keep track of your document workflows. Read details ⇢
For those who are not using Taskstreams yet, we added the ability to set the retention for the documents In Progress in workflows.
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