Frello

Find out how to navigate between the various modules in Frello

Navigating between modules

Can’t find a specific module? It may be listed under a different name in your account.

Module names

Learn how to manage items using the context menu

The context menu

Find out how our powerful filters and smart search function can help you narrow down results and find the information you’re looking for

Filters and the search function

Find out how to export your data to a CSV extract so you can process or analyse it further in other software, for example Excel

Exporting data

You can change the default date and time format to better suit your specific needs

Customising your date and time format

How to add style elements to text fields and outgoing emails

Styling your text

Live chat

Tired of remembering your password? Connect your Google or Facebook account and login to Frello with a single click!

Logging in with social media

Learn how to install the Frello app on your phone

Adding the Frello app to your home screen

Learn how to set up Frello to run in kiosk mode on almost any device with a browser

Setting up Frello in kiosk mode

Jade Perkins

Simple how-to guides covering basic usage of Frello

The basics

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.