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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.