Flowbit 2.0 · User manual
How to use Flowbit
Step by step, with screenshots: getting started, then each product. Search for a page, a button or a task.
Getting started
Sign in and find your way around
Plans, signup, sign-in, inviting people, the screen layout, check-in and Home.
- What Flowbit is
- Sign up and create a workspace
- Sign in, Google and forgotten passwords
- Accept an invite
- Find your way around
- Check in, take a break, check out
- The Home dashboard
- Notifications
Work · Tasks
Plan and track the work
Tasks, projects, spaces, meetings, posts, time, whiteboards, teams and reports.
- Task basics: statuses, priorities and dates
- Tasks
- A task in detail
- Spaces
- Inside a space
- Projects
- Inside a project
- Teams
Muster · HR
People, attendance and leave
Employee records, the attendance register, corrections, leave and comp-off.
- Muster home
- People directory
- Employee profile
- Add an employee
- Edit an employee
- Import employees from a spreadsheet
- Attendance register
- Daily attendance sheet
Muster · Payroll
Payroll, claims, letters and HR settings
Payroll months, statutory rates, salary structures, claims, letters, reports and settings.
- Payroll months
- Run payroll for a month
- Salary structures
- Expense claims
- Claim forms and categories
- HR letters
- Salary tax: TDS, Form 138 and Form 130
- HR reports
My HR
Your own HR desk
Check-in, leave, payslips, claims, letters and your details.
- My employee record and checking in
- My attendance
- My leave
- My payslips
- My claims
- My documents
- My letters
- My tax: declarations and Form 130
Orbit · Sales
Find, follow up and win clients
Leads, deals, contacts, activities, reports and Orbit settings.
All 12 topicsFolio · Invoicing
Send GST invoices and get paid
Quotes, invoices, receipts, collections, expenses, recurring billing and reports.
- How Folio fits together
- Folio home
- Clients
- Quotes and proformas
- Invoices
- Receipts: recording and applying payments
- Credit notes
- Recurring: retainers and billing plans
Settings and admin
Run your workspace
My account, alerts, members, roles, plans, billing, automations, integrations, import, export and privacy.
- How Settings is laid out
- General: workspace details
- Company profile: letterhead and signatories
- Your profile
- My alerts
- Briefs
- Security: password, two-factor and sessions
- Appearance: colours, sounds and motion
What's new
New in Flowbit 2.0
Quick add, breaks, the task panel, posts, Google Calendar, sequences, two-factor, Hindi, the client portal, bank import and connectors.
- Quick add in plain words
- Task side panel
- Team member cards
- Break types
- Location at check-in
- Posts: ten types, polls and scheduling
- Sample data and Get started
- Google Calendar and Meet