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Getting Started with Flowline

Welcome to the Flowline documentation! This guide will help you get up and running quickly with our services and tools. Follow the steps below to get started.

Table of Contents

  1. Introduction
  2. Prerequisites
  3. Setting Up Your Account
  4. Accessing the Dashboard
  5. Creating Your First Task
  6. Key Features
  7. Getting Help

Introduction

Flowline offers AI project management tools with accountability tracking. This documentation will guide you through the essential steps to start using our platform, from creating an account to exploring key features.

Prerequisites

Before you begin, make sure you have the following:

  • A modern web browser (e.g., Chrome, Firefox, Edge)
  • A valid email address for registration

Setting Up Your Account

  1. Visit our sign-up page.
  2. Enter your email address and create a secure password.
  3. Check your inbox for a confirmation email and follow the verification link.
  4. Once verified, log in to your new account.

Accessing the Dashboard

After logging in:

  1. Navigate to the dashboard.
  2. From here, you can manage your tasks that are created within your company.

Key sections of the dashboard include:

  • Overview: A quick summary of your account activity.
  • Company Tasks: View and manage tasks assigned within your company.
  • Flowline AI: Your personal assistant for task management.

Creating Your First Task

To create a new task:

  1. Send an email to a team member or yourself with the task details.
  2. CC Flowline in the email.
  3. Send the email and Flowline will handle the rest!

Key Features

Here are some of the main features you can explore:

1. Flowline Console Home

Create and manage projects, collaborate with your team, and more.

2. Flowline Mentions

CC or mention Flowline on your communication platforms, and Flowline AI will create a task for whoever you want.

3. Flowline AI

Your Flowline AI Executive Assistant will help you manage your tasks, prioritize them, and even draft emails for you.

Getting Help

If you run into any issues or have questions, we’re here to help:

  • Visit our Help Center for guides and FAQs.
  • Reach out to our support team at [support@useflowline.com].

Thanks for choosing Flowline! We’re excited to have you on board.