Help Center

Flow

Documentation, guides and answers to get more from Upnify.

Search articles by title

How to create CRM follow-ups from Flow

Schedule CRM calls, appointments, reminders, visits, or tasks from the contact linked to a Flow task.

$How to create custom fields for tasks \u2014 Upnify Flow$

Add the information your operation needs to review and compare on its tasks.

$How to create forms to capture information and evidence \u2014 Upnify Flow$

Standardize what your team records and keep answers, images, signatures, or location with the task.

Schedule tasks that repeat at a defined interval and control when the series ends.

$How to create work templates and checklists \u2014 Upnify Flow$

Reuse instructions and steps so your team can complete similar tasks consistently.

Create a task with its workflow, assignee, and due date; update it as work progresses and close it as completed or canceled.

$How to distribute tasks automatically with rules \u2014 Upnify Flow$

Assign new tasks to your team based on workflow, matching criteria, and workload.

Compare tasks completed on time and late, and understand which period the report uses.