Take task management to the next level with these powerful upgrades
Your Tasks can now be categorised to the job they relate to, which is great for those practices wanting to be job-centric.

- Use bulk updates to change the due date and/or status of multiple tasks in a list
- Customise your task lists by adding or removing columns
- Change which details display and save them as a custom view
Learn more about FYI’s full task management functionality in the section Tasks.
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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/hc/en-us/categories/360000958432
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, primary client, in tray