Fluid.Work Support

Why Fluid? 2

• Introduction to Fluid
• The Fluid Mobile App

How to get started? 1

• Your Fluid Home Page

Log into Fluid 4

• Log in
• Invited to Fluid?
• Self Sign Up
• Account Created on Fluid

Managing Your Account 1

• Password Reset

FAQ 1

• How to deactivate a user account?

Intro to Meetings 10

• A quick introduction to Fluid Meetings
• Create a new meeting and start capturing your meeting agenda
• The Meeting Dashboard
• How to create a new meeting from a meeting template?
• More on Meeting Templates

See all 10 articles

Before a Meeting 3

• Preparing for your next meeting session
• Editing the details of a session
• Create, delete or cancel meeting sessions

During a Meeting 2

• 'Capturing' Meeting Content
• Assigning items from one meeting to another meeting

After a Meeting 3

• Concluding your meeting session
• After the meeting: Managing your meeting action log and outputs
• Meeting Analytics

FAQ 4

• How to delete a meeting series?
• How to delete a meeting session
• How to send a calendar invite from a meeting session?
• How to add recurring sessions to a meeting created from Outlook

Project Workspace 14

• Project Workspace Overview
• Creating a Project or Program
• SETTINGS: Editing Project/Program Meta-data
• STATUS: Setting the Health (RAG) of the Project
• ACTIONS & DECISIONS: Managing project commitments

See all 14 articles

Project Financials 5

• Editing Project Actuals
• Non-Resource Forecasting
• Financial Scenario Planning
• Line of Business
• Tracking Project Financials

Project Reporting 3

• Executive Watchlists and Reporting Overview
• Creating and Managing Dashboards
• Primary Programs vs. Reporting Programs

Exporting Project Data to Excel 14

• Exporting Project Data to Excel
• Financials: Financial Detailed Export
• Financials: Financial Export
• Financials: Financial FYF Detailed Export
• Financials: Financial Actuals Only

See all 14 articles

Exporting Project Data to Word or PowerPoint 3

• Exporting project data using Word and PowerPoint Templates
• How to build your own project template in Word or PowerPoint?
• How to include sub project data in your Word or PowerPoint template?

Bulk Editing Project Data 7

• Project Details: Bulk Edit
• Project Status: Bulk Edit
• Project Impacts: Bulk Edit
• Project Schedule: Bulk Edit
• Resource Forecast: Bulk Edit

See all 7 articles

Timesheeting 5

• Accessing Timesheets
• Completing Timesheets
• Amending Timesheets
• Approving Timesheets
• Managing Team Timesheets

Flex Work 1

• Introduction to Flex Work

Capitalization and Amortization 2

• Capitalization - Non Resourcing
• Capitalization - Resourcing & Timesheets

FAQ 5

• How to archive a project or a program?
• How to update schedule tasks you are assigned to that are not listed in My Actions dashboard?
• How to import a MS Project Plan?
• How to access pre-configured project dashboards?
• How to delete a project schedule using Bulk Edit?

How to get started with Projects 0

Managing Boards 7

• The difference between Kanban and Sprint Boards
• Creating a New Board
• Creating Board Tasks
• Customising Board Themes
• Customising Board Columns

See all 7 articles

Bulk Editing Board Data 1

• Board Tasks: Bulk Edit

Exporting Board Data 1

• Exporting Board Tasks

FAQ 1

• How to archive a board?

WorkHub 5

• What is WorkHub
• Creating a WorkHub
• Setting up and Managing a WorkHub
• Editing (or Archiving) a WorkHub
• WorkHub roles and their permissioning

FAQ 1

• How to archive a workhub?

Fluid ChatHub 2

• The Chat Hub
• Fluid's Chat Commands

Action, Decisions and Task Management in Fluid 6

• My Items
• Actions & Decisions: Editing in Fluid
• Actions & Decisions: Bulk Edit
• Actions & Decisions: Export to Excel
• Updating Actions, Decisions and Tasks on someone else's behalf

See all 6 articles

Document Annotations 1

• Annotations

System Settings 1

• General Settings

Data Administration Settings 3

• Custom Properties
• Global Themes
• Metadata Management

User Management Settings 6

• User Management
• User Administration: Security Roles
• Inviting Team Members
• Team Sign Up
• Recommend Enterprise Security Settings

See all 6 articles

Financial Administration 6

• Project Details Upload
• Resource Plan Bulk Upload
• Currency & Rates Management
• Rate Card Management
• Expense Type Management

See all 6 articles

Timesheet Administration 0

Analytics Settings 0

Project Settings 4

• Activity Setup
• Project Type Management
• Portfolio Management
• Configure Project Dashboards

Integrations 5

• Setup SCIM Identity Syncronization (Azure AD)
• Fluid SSO – Azure AD
• Creating a Personal Access Token
• Create a list of Fluid Projects in SharePoint as an Excel file using Power Apps
• Import users from Azure AD using SCIM

Setting up a new instance 0

FAQ 0

2021 Release Notes 9

• September 2021 Release Notes
• August 2021 Release Notes
• July 2021 Release Notes
• June 2021 Release Notes
• May 2021 Release Notes

See all 9 articles

2020 Release Notes 11

• December 2020 Release Notes
• November 2020 Release Notes
• October 2020 Release Notes
• September 2020 Release Notes
• August 2020 Release Notes

See all 11 articles

2019 Release Notes 13

• December 2019 Release Notes
• November 2019 Release Notes
• October 2019 Release Notes
• September 2019 Release Notes
• August 2019 Release Notes

See all 13 articles

2018 Release Notes 2

• December 2018 Release Notes
• November 2018 Release Notes

Terms & Conditions 2

• Terms of Use
• Privacy Policy

FAQ 0