Getting Started & Project Management

This is the set of guides you need from your very first login to tflowx.com through creating a trade project and managing its documents, schedule, freight, sharing, and payments. If you are new, start with the Quick Start Tutorial.

TFlow Getting Started & Project Management — a quick tour

What's in This Guide

Getting started

Document	What it covers
0.1. TFlow Quick Start Tutorial for Beginners	Your first run through TFlow — login, sign-up and password reset, then registering partners, creating a project, uploading documents, linking email, and escrow payment.
0.2. AI Coach Onboarding Tutorial	The interactive AI Coach that guides you directly on screen — auto-start with a sample project, the trade workflow course, and how to start or resume it manually.
0.3. App Installation & Push Notifications (PWA) Guide	How to install TFlow like an app from Chrome, Safari, or Edge, and how to allow push notifications and what you receive.

Managing a project

Document	What it covers
1.1. Project List Guide	Browse, search, and manage trade projects across the Active and Archived tabs, and create a new project.
1.2. Project Detail	The role-based dashboard — milestone track, KPI cards, trade summary, shipping documents, recent activity, and the project navigation menu.
1.3. Project Calendar Guide	Manage project schedules and work with the month/week/day views and the Tasks, Status board, and Gantt chart modes.
1.4. Documents & References Guide	Upload, create, and view trade documents, run the analysis actions (LEO, IRR, PRR, Quick Compare), and query reference documents with CYGNUS AI.
1.5. Freight & Insurance	Record and manage cargo transport schedules and insurance policies for a project, and who is allowed to edit them.
1.6. External Sharing & Comments (Share & Comments)	Collaborate with mention comments and share project information safely with external stakeholders through secure links and non-member sharing.
1.7. Project Payment	Manage project-level billing and invoices, understand the payment status types, and the validation rules that apply when you raise a charge.