Fluid.Work Support
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Knowledge base
New to Fluid
How to get started
4
How to get started with Fluid
Contact us - Fluid Help Centre
Your Fluid Home Page
Global Create Button
Your Account
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?
Fluid Meetings
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
View all 12
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
Fluid Projects
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
View all 9
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
View all 11
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
View all 14
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
View all 6
Fluid Boards
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?
Fluid WorkHub
WorkHub
6
What is a WorkHub
Creating a WorkHub
Managing a WorkHub
Work Insight Metrics
Editing (or Archiving) a WorkHub
View all 6
FAQ
1
How to archive a workhub?
Fluid ChatHub
Fluid ChatHub
2
The Chat Hub
Fluid's Chat Commands
Action, Decision and Task Management
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
View all 6
Documents
Document Annotations
1
Annotations
Administration
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
View all 7
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
Release Notes
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
General
Terms & Conditions
2
Terms of Use
Privacy Policy