Managing your projects with FloTask is super simple. In this blog we'll go through how to get started, as well as some tips and tricks you can use.
Creating your first project could not be easier. Once you sign up and subscribe to a plan, you'll be greeted with this screen:
Once you create your first project, you can create more by clicking here:
To edit/delete a project, simply select the project you'd like to delete, and click on 'Edit Project'. You can then choose to edit the project details or delete it.
To add tasks to a project, select a project. Once you do, you'll see the project home screen. From there, select 'Tasks'
Click on the '+' button to add your first task. Enter the name, description, and due date of the task and click 'Add Task'.
To move a task from 'New' to 'In Progress' or 'Complete' click on the little checkmark icon on the left side of the task you'd like to move
You'll see a popup, where you can choose where you'd like to move the task.
To edit/delete a task, hover over and select the task you'd like to delete. You'll see a popup with the task details, where you can choose to edit the task details or delete it.
To add an event to a project, from the project home screen, select 'Events'.
Click on the '+' button to add your first event. Enter the event name, description, and date of the event, and click 'Add Event'.
To edit/delete an event, hover over and select the event you'd like to delete. You'll see a popup with the event details, where you can choose to edit the event details or delete it.
To add a transaction to a project, from the project home screen, select 'Financials'.
Click on 'Add Income' to add a new revenue/income item. Click 'Add Expense' to add a new expense item.
To edit/delete a transaction, hover over and select the transaction you'd like to delete. You'll see a popup with the transaction details, where you can choose to edit the transaction details or delete it.
As you can see, using FloTask is a very simple and intuitive yet powerful platform which is something we pride ourselves on. If you run into any issues or have any concerns, feel free to email us at hello.flotask@gmail.com. We'd be more than happy to help!
