When to use this: The first time you open Flow, or when Flow looks different on a new computer.
▶ Watch the video (about a minute, captions included).
Steps
Step 1 of 6
From the Tacklit home screen, select Launch Flow.
Step 2 of 6
If Flow opens in the classic view, select Try Fresh at the top right.
Step 3 of 6
Check who you are seeing. Now, Next and Later across the top show your current and upcoming appointments, with a countdown to each.
Step 4 of 6
Use the tabs to move around your day: Calendar, Tasks, Investigations and Clients. Press 1 to 5 on your keyboard to switch tabs (5 is Settings).
Step 5 of 6
Select Settings to set Flow up your way: what Flow shows, how the summary opens, and which tabs sit on the nav bar.
Step 6 of 6
Select T360 to go back to the full practice view, or the bell for your notifications.
Good to know
Fresh and your Flow setup are saved in this browser. On another computer or browser, select Try Fresh once more.
To go back to the classic view at any time, select Back to classic.
Number-key shortcuts pause while you are typing in a field or have a window open, so they never type over your work.
If it doesn't work
There is no Flow tile on the home screen.
Flow is switched on per practice. Ask your practice admin, or contact Tacklit support.
Flow went back to the classic view.
You are probably on a different browser or computer. Select Try Fresh again.
Still stuck? Contact Tacklit support.