Fluid.Work Support

How to get started 4

• How to get started with Fluid
• Contact us - Fluid Help Centre
• Your Fluid Home Page
• Global Create Button

Log into Fluid 5

• Log in
• Invited to Fluid?
• Self Sign Up
• Account Created on Fluid
• Login with a One Time Pin

Managing Your Account 1

• Password Reset

FAQ 1

• How to deactivate a user account?

Intro to Meetings 12

• A quick introduction to Fluid Meetings
• How to run a meeting in Fluid?
• How to create your first meeting
• The Meeting Dashboard
• Meeting roles and permissioning

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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 add sessions to a Fluid meeting
• How to delete a meeting series?
• How to delete a meeting session
• How to send a calendar invite from a meeting session?

Outlook Meetings 2

• How to add recurring sessions to a meeting created from Outlook
• Create meetings in Fluid from your Outlook calendar

Introduction to Projects 9

• Project Workspace Overview
• Creating a Project or Program
• Editing Project/Program Meta-data
• Managing project commitments
• Link Process Boards to your Project

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Program and Project Hierarchy 2

• Adding sub-projects to a project or a program
• Primary Programs vs. Reporting Programs

Project Status Report 1

• Setting the Health (RAG) of your project

Project Schedule 5

• SCHEDULE: Managing the Project Plan
• How to import a MS Project Plan?
• How to delete a project schedule using Bulk Edit?
• How to update schedule tasks you are assigned to that are not listed in My Actions dashboard?
• How to review schedule plan's latest status updates?

Project Impacts 1

• IMPACTS: Managing Risks, Issues & Dependencies

Project Financials 5

• Tracking Project Financials
• Introduction to Project Financials
• Financial Tracking and Reporting - within the Project
• Non-Resource Costs - Managing Forecast and Actuals Data
• How to Use Project Funding

Project Resource Management 3

• Resource Costs - Managing Forecast and Actuals Data
• Community - Using Resource Filters
• How to add resource forecast to multiple projects via bulk edit

Project Capitalisation 3

• Capitalisation - Overview and Settings
• Non-Resource Cost Capitalisation
• Resource Cost Capitalisation

Flex Work 1

• Introduction to Flex Work

Project Benefits and Ongoing Costs 3

• BENEFITS: Qualitative and Quantitative Project Benefits
• ONGOING COSTS: Future Costs to be Incurred because of the Project
• How to extract all project benefits from a program or parent project

Project Advanced Financial Reporting 1

• Line of Business

Bulk Editing Project Data 11

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

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Project Reporting 5

• Introduction to Project Dashboards
• How to create or edit project dashboards
• How to access saved project dashboards
• How to create a project dashboard from a list of project
• How to set up a project dashboard as the default view

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

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Exporting Project Data to Word or PowerPoint 4

• 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?
• Project Template Glossary

Timesheeting 6

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

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Managing Boards 9

• The difference between Kanban and Sprint Boards
• Creating a New Board
• Creating Board Tasks
• Burndown Chart
• Customising Task Types

View all 9

Work Requests 3

• Work Request
• Creating a Work Request and tracking its progress
• Managing a Work Request

Bulk Editing Board Data 1

• Board Tasks: Bulk Edit

Exporting Board Data to Excel 1

• Exporting Board Tasks to Excel

FAQ 1

• How to archive a board?

WorkHub 6

• What is a WorkHub
• Creating a WorkHub
• Managing a WorkHub
• Work Insight Metrics
• Editing (or Archiving) a WorkHub

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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

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Document Annotations 1

• Annotations

System Settings 2

• General Settings
• Scheduled Reports

Data Administration Settings 4

• Custom Properties
• Global Themes
• Meeting Setup Page
• Metadata Management

User Management Settings 5

• User Management
• User Administration: Security Roles
• Inviting Team Members
• Team Sign Up
• User Licenses

Financial Administration 7

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

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Project Settings 6

• Activity Setup
• Project Type Management
• Portfolio Management
• Methodologies, Phases and Tasks
• Configure Project Dashboards

View all 6

Timesheet Administration 1

• Timesheets: Missing Timesheet

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 1

• Recommend Enterprise Security Settings

FAQ 3

• How to add/edit/rename a project portfolio
• How to add custom properties to Status Reports
• How to create project executives and set them to a project

2022 Release Notes 8

• August 2022 Release Notes
• July 2022 Release Notes
• June 2022 Release Notes
• May 2022 Release Notes
• April 2022 Release Notes

View all 8

2021 Release Notes 12

• December 2021 Release Notes
• November 2021 Release Notes
• October 2021 Release Notes
• September 2021 Release Notes
• August 2021 Release Notes

View all 12

2020 Release Notes 11

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

View all 11

2019 Release Notes 13

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

View all 13

2018 Release Notes 2

• December 2018 Release Notes
• November 2018 Release Notes

Terms & Conditions 2

• Terms of Use
• Privacy Policy