FAQ
What visibility do others have if I link a private Board to a WorkHub or shared workspace?
Question: What visibility do others have if I link a private Board to a WorkHub or shared workspace? Answer: If a board is private, only Owners ...
What email notifications are sent from process boards?
Q: What email notifications are sent from process boards? A: Process boards automatically send email notifications at key stages of the workflow to k...
How can people without a Fluid account submit a work request?
Question: Can someone without a Fluid account submit a work request to a pipeline board? Answer: Yes. To allow this, your Fluid instance must alread...
Is there a way to change the default 'Task Types' when creating a new board?
Question: Is there a way to change the default 'Task Types' when creating a new board? Answer: Yes there is. You can update this default list in the...
Using Project Templates in the Project Intake Process
Question: Can I use project templates when creating projects through the project intake process? Answer: Yes. This is done using custom properties o...