Flowrica Insights

Facts about your records that need a look, gathered part by part by Flowrica: invoices past their due date, contracts ending soon, tasks nobody has, and the like.

Where

Dashboard › Flowrica Insights

Who

Anyone; each person sees only the parts their permissions reach.

The first page lists every part of the system that has something to tell you, such as HR, Projects, Sales or Support. Press Open on one to read its cards.

Flowrica Insights: one card for every part that has something to tell you

Each card has a title and one line saying what it counts. Under it are the items, each labelled Needs action or For information, with the record it is about.

Decide what to do with an item, using the buttons under it:

Button	What it does
Follow up	Sets a reminder against the record.
Pin to overview	Keeps the item on the overview of its part of the system.
Read later	Hides it until a day you choose.
Mark read, Dismiss	Clears it from your list.

The HR part opened: its cards, and the buttons under each item

Ask Flowrica about this at the top of a part lets you ask about these records in your own words.