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Knowledge Base
Step-by-step guides for setting up products, configuring rules, and managing users. Available to FluidTasks account holders.
Sign in to browse →Developer Docs
REST API documentation for reading your FluidTasks reports from Power BI, Excel and your own systems.
View API docs →Contact Support
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Email support →Frequently asked questions
How do I get a user account?+
User accounts are created by your organisation's administrative team. New users receive their login credentials by email and are guided through setup with on-screen prompts on first sign-in.
I forgot my password — how do I get back in?+
Click "Forgot Password" on the sign-in page and follow the reset instructions sent to your registered email address.
Can we customise how tasks and cases are routed?+
Yes — routing rules are configured through a low-code interface, so your team can tailor task and case assignment to match your organisation's structure without waiting on a developer.
Does FluidTasks integrate with our existing systems?+
FluidTasks supports custom connector development for BMS intake formats, plus a governed REST API and webhooks so you can keep tasks in sync with the tools you already run.
Is training available for new teams?+
Yes — "FluidTasks for Insurance Essentials" is a free, self-paced course covering navigation, task management, and core insurance workflows, available to every customer.
How do I reach support?+
Email support@fluidtasks.com any time, or use the contact form on this page. Professional-tier customers also get a standard support SLA with guided onboarding.
Still stuck? Our team replies fast.
support@fluidtasks.com