- Introduction to Job Management with FYI
- Locating Jobs with #maximumefficiency
- Using the Kanban Views
- Maintaining Jobs in Bulk
- 5-Point Plan for Managing Jobs
- Info Guide for Job Types
- Best Practice Guide for Jobs
- Getting Started with Workflow Jobs
- Map Job States for Consistent Job Management
- Set Up Custom Fields for Consistent Job Management
- Top Tips for Tracking Milestones
Help Centre
/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