Getting started
Here for the first time? See how Yeeflow can help; from IT, application builder and support, to the business team.
16 articles
- 🚀 Getting started with YeeflowIntroductory guide to Yeeflow, highlighting its ease in building custom applications without coding, internal and external collaboration.
- A quick glance through the main featuresOverview of key features: workspace organization, no-code app development, approval workflows, report generation, dashboard customization
Build in Yeeflow 101
Here for the first time? See how Yeeflow can help; from IT, application builder and support, to the business team.
- Your guide to build in YeeflowComprehensive guide on building custom applications in Yeeflow, from initial creation to automation, collaboration, data collection, coding.
- 1. Building your first applicationGuide to building your first application in Yeeflow, from creation to adding components, setting permissions, and customizing your project.
- 2. Create your data listGuide on creating data lists in Yeeflow, detailing steps for adding and customizing fields to structure application data effectively.
- 3. Automate your business processGuide to automating business processes in Yeeflow, illustrating setup of an approval form, workflow design, and conditions.
- 4. Report on metrics with dashboardUsing dashboards in Yeeflow to visualize business metrics from data lists and forms, enhancing decision-making with custom visual reports.
- 5. Set your team up for successLaunching Yeeflow in your team: define goals, assemble the launch team, prepare the application for onboarding, and introduce effectively.
- 6. Using Service Portal to collaborate with customer, partners and moreUse Yeeflow's Service Portal for external collaboration, including setup, customization, inviting users, and managing interactions.
- 7. Collect data from anywhere with public formsLearn to collect data publicly with Yeeflow's guide on creating, customizing, and sharing public forms for seamless information gathering.
- 8. Build (even more) on YeeflowExplore advanced features for deeper app customization and integration with third-party platforms, aimed at users ready to use custom code.
- Signing up for new Yeeflow accountLearn how to sign up for a Yeeflow account with no download needed, using email or social logins, starting on a free trial.
- Log in to Yeeflow from web browserAccess Yeeflow via browser: go to yeeflow.com, click 'Login', use email/password, Microsoft, Google, or Azure B2C account.
- Personalize your yeeflow accountCustomize your Yeeflow profile with a new image, language, timezone, and more via 'Profile & Preference' in your dashboard.
- Yeeflow initialization guideInitialize Yeeflow for new organizations: Set company info, customize logo/colors, manage structure, add users, and integrate Microsoft 365.
- Switch between organizationsYeeflow users can easily switch between organizations after login, by selecting from a list of available organizations under their account.