Work a better day - anytime, anywhere.





Search for fluid.work in your app store, or click on one of the links below.





Logging in


After entering your email address you can request a 4 digit pin be emailed to you for authenticating to the app.


Enter email address
Request Magic LinkEnter 4 digit PIN


Visit the Fluid app once in every seven day period to remain logged in.




REMEMBER: 

You can chat around anything in Fluid.

Tap a chat icon to open an items channel. Badging shows how many new comments there are.




Meetings







Select Meetings from the navigation bar at the bottom of the app to see all your upcoming meetings - and use the calendar to easily navigate through your week. 


Each meeting card displays:

  • Other attendees with a view of their confirmed attendance - and you can confirm your own attendance from the drop down at the bottom of the tile.
  • A count of any unread chat you may have on the meeting. Clicking on the chat icon will navigate you directly into the meetings chat channel.
  • A count of your outstanding, and overdue, actions and decisions.


Click on the meeting title to navigate into the meeting.




In the meeting the same information on the tile is displayed in the top banner.


Below this are listed any agenda items, notes, actions and decisions that may have been captured onto the meeting session. 


A paper clip means a meeting item has attachments. 

Tap on an items title to see more information, or to access its attachments - or tap on the items chat icon to leave your comments!


At the bottom is listed all the meeting documents and session documents. Click on a document title to open it. 






PDF documents will open in PDF Viewer where you can take notes, make comments, highlight content and add shapes to your PDF documents in Fluid... 

For more on annotations, click here (link to be added when annotations article published)




Board Tasks







Tasks you have been assigned from Sprint and Kanban boards are surfaced separately in the app under Boards.

On each card you can see:

  • The title of the task
  • The name of the board the item comes from
  • The theme of the item
  • The chat icon for the items chat channel - with a count of any unread chat.


You can quickly update the status of your tasks from the drop down at the bottom of the card.





Navigate into a task by clicking on its title.

From here you can see more detail on the task like its description, priority and the status of any other assignees.

From here you can also access any documents that may have been attached to the task.

PDF documents will open in PDF Viewer where you can take notes, make comments, highlight content and add shapes to your PDF documents in Fluid... 


For more on annotations, click here (link to be added when annotations article published)







My Items







My Items is where you will find:

  • Actions and decisions assigned to you from meetings, projects and teams.
  • Any acknowledgements you have been sent:
    • as the owner of mitigating actions on red or amber projects 
    • as the owner of mitigating actions on project risks or issues
    • as a project manager if someone has set a dependency on your project
  • Scenarios planning awaiting your input
  • Timesheets for approval


You can quickly update your status from the drop down, or provide comments and feedback by clicking on an items chat icon to open its chat channel. 





Navigate into an item by tapping on its title. From here you will find all the details for the item - which varies depending on what type of item it is:

  • Actions and decisions - description, priority of the item and the status of any other assignees.
  • Acknowledgements - the mitigating actions you need to attest to
  • Scenarios plan details
  • Timesheet hours booked


You can also access any attachments that may have been added to the item.


PDF documents will open in PDF Viewer where you can take notes, make comments, highlight content and add shapes to your PDF documents in Fluid... 


For more on annotations, click here (link to be added when annotations article published)







Chat







Chat is where unstructured collaboration meets structured execution!


Under Chat you will find the chat channels for all the meetings, boards, projects, teams and groups you are a member of. 


From here you can collaborate with other members in the same way you do using the social media solutions you love - but without any of the inherent data security risks and concerns - because with Fluid, you own the data!





Tap on a channel to navigate into it.


From here you can see all the general conversation in the channel in time and date order, as well as any comments that may have been added to content in the channel - like an update or comment to an action for example.


A comment on an item will have the title of the item below the comment as sub-text. Clicking on the sub-text opens the item allowing you to cherry pick out of the chat stream for more detail - and then click on the items chat icon to see only the comments related to that item.


Fluid's Natural Language Commands also work from the mobile app so you can send out actions and decisions to your teams while on the go.



Notifications



Fluid notifies you of everything that is going on in your ecosystem... 

  • New actions, tasks or decisions you are assigned
  • Updates made to your assigned actions, decisions or tasks
  • Updates to any items you sent out to others
  • Comments people are posting on the things you own
  • If someone @mentions you...


Tap on a notification to see more detail on the item the notification is related to - and click on the items chat icon to see all comments add your own comments/updates.

Fluid can also send push notifications to your phone - so make sure you have notifications turned on!



Feedback - we love hearing from you!


Send us your feedback.


Select 'Feedback' from the left hand menu. Good or bad - we value it all, and we read and respond directly to every single message.