Help Menu, Guided Tours & Documentation

ProFlow includes built-in help features to guide you as you learn the platform.

The Help Menu

Click the ? icon in the top navigation bar to access:

• Guided Tours: Interactive walkthroughs of key features
• Documentation: This help center
• Keyboard Shortcuts: Quick reference for power users
• Contact Support: Reach our team directly

Guided Tours

Guided tours walk you through features step by step with highlighted UI elements and explanations. Available tours include:

• Dashboard Tour: Learn the main interface
• Projects Tour: Create and manage projects
• Tasks Tour: Master task management
• CRM Tour: Navigate contacts and deals

You can restart any tour from the Help menu at any time.

Tips

• Take the Dashboard Tour when you first start
• Revisit tours as you learn new features
• Use this documentation for detailed explanations
• Contact support if you get stuck