Documentation
FlowX documentation
Each guide is written against the current product and states its web and mobile availability.
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Work & approvals
Requests
Ask another department for work, with routing, approval, SLA, and a full trail.
Approvals
One approval engine and one queue for tasks, requests, projects, and conversation actions.
Tasks
Assign, execute, submit for review, and rate the work itself.
Projects & milestones
Group related work under a project with milestones, risks, a team, and a health signal.
Routines
Recurring operational work, generated automatically and measured for compliance.
Documents
A central library with folders, versions, entity links, and per-document approvals.
SLA & automation
Deadline tracking on a weekend-aware clock, escalations, and status automation.
Visibility & records
Dashboards & reports
Role-adaptive dashboards, a prebuilt report library, and a custom report builder.
Operational conversations
Threads attached to real work — with voice notes, flags, and convert-to-action.
Notifications
In-app, email, and mobile push — with preferences, digests, and quiet hours.
Search
One search across tasks, requests, projects, documents, people, and more.
Audit log & activity timeline
An append-only audit log for compliance, and a readable activity feed on every record.
Administration
Organization, users & roles
An org tree of unlimited depth, six tunable roles, and per-user permission overrides.
Security & sign-in
Tenant isolation at the database layer, hardened sign-in, and verified account changes.
Billing & plans
Per-seat plans, add-ons, quotas, and itemized invoices — managed by administrators.
FlowX Mobile
A focused field client for iOS and Android: decide approvals, work tasks, and stay notified.