Features
Using Categories & Custom Views to Manage Tasks with #maximumefficiency
User Permissions:
All users
User Group Permissions
FYI Admins
Customise task management to achieve improved efficiencies and help keep track of workloads in your practice.
Watch this trailer to learn how to use Categories & Custom Views to segment your tasks and tailor to-do lists for your team to use in just one click.
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, and learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, guides and learning paths.
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/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate documents and onboard your team.
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Platform Admin
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.
Merge Fields, Automation, New Collaborate, Tasks, FYI Desktop