FAQ

Question: How do I set up timesheets so more hours can be booked than the amount that is set for a 'working day'? Answer: On the timesheet config p...

Question: I have created 'delivery teams' in Fluid and need to add a team member to an upcoming project, however I'm not yet sure who this will be s...

The Executive role is managed by the user administrator in the form of a custom property. This custom property is one that has been added to the user ...

In this article you will learn how to archive or delete a meeting that has run its course or that you no longer need. Note that this article focuses o...

Question: How do I select what row a new task should sit in when adding it directly to the Gantt chart? Answer: When adding a new task to the Gantt ...

Fluid allows you to create as many workhubs as you need. But it does not mean that you need to keep these workhubs forever! If a workhub has run its c...

Question: Is it possible to add custom fields to tasks in the schedule view? Answer: You can add custom fields to tasks by creating schedule custom ...

Question: Why does my bulk upload create duplicate rows for each item in the Fluid Gantt? Answer:   Duplicate rows occur because the schedule file be...

Question : How can I add someone to have editing access to the status report in Fluid? Answer : To grant editing access to a status report, you need t...

Adding new sessions to a meeting series is very easy, you can either add the new session from the meeting dashboard page or from the mention session p...

In this article you will learn how to delete a single meeting session. If you need to archive the entire meeting, click here . You need to be the me...

User roles: ✔ Application Administrator In this article you will learn how to add fields/custom properties to project status reports.  Note that you n...

After creating a meeting session in Fluid you can send a calendar invitation to all the session attendees directly from Fluid. Navigate to the meeting...

This article provides a step-by-step guide on designing your own meeting minutes template, tailored to your organization's branding and the specific d...

Question: How do I reinstate an archived project in Fluid? Answer: You can use the bulk edit feature to reinstate an archived project by following t...

User roles: ✔ Project Administrator ✔ Application Administrator In this article you will learn how to edit/rename the project portfolio name and updat...