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FAQs
General
5
How do I contact the Lumi team?
Help! Something is broken/ something has gone missing, what should I do?
How can I request a feature or make a suggestion to improve Lumi?
How do I restore something I've deleted? How do I undo a delete?
How do I book a Lumi Lesson / Training?
Logging in / Your Profile
7
My log in is not working
I forgot my username / email
My invitation link isn't working / I haven't received an invitation
I forgot my password
How do I change / reset my password?
See all 7 articles
Managing Users
5
How do I invite/add a new user to a project?
How do I remove a user from a project?
What are the user levels at Lumi and what can they do?
How do I deactivate a user from my organisation?
How do I resend an invitation to Lumi?
Project Settings
6
How do I add or change the Project Image?
How do I delete / archive a Project in Lumi?
How do I restore a Project that has been archived?
How do I set my date and time display preferences?
How do I add my own logo to features in Lumi?
See all 6 articles
Dashboard / Home Page
20
What is my Account Dashboard?
What is a Project Dashboard and who can see it?
How do I add something to my Project Dashboard?
How do I move, edit and re-size things on my Project Dashboard?
How do I delete something from my Project Dashboard?
See all 20 articles
Cards
22
What is a Card?
How do I make / add / create a new Card?
How do I add documents / media to a Card?
How do I remove documents & media from a Card?
How do I template a card?
See all 22 articles
Card Categories
6
What is a Card Category?
How do I create a new card category?
How do I change a card category ?
How do I change multiple card categories in bulk?
How do I delete a card category?
See all 6 articles
Documents & Media
19
How do I add / create a document?
How do I make a document template?
How do I upload documents / media?
How do I delete documents / media?
How do I remove documents or media from a Card?
See all 19 articles
Fields
18
What is a field?
How do I create a new field?
How do I add Fields to a Card?
How do I remove fields from a card?
How do I edit a field?
See all 18 articles
Boards
22
What is a board?
How do I add / create a Board?
How do I add a card to a grid board?
How do I remove a card from a board?
How do I add Cards to a Column Board?
See all 22 articles
Kanbans
12
What is a Kanban?
How do I add / create a Kanban?
How do I link a field to a Kanban?
How do I move a Card on a Kanban?
How do I put my Kanban on the Dashboard?
See all 12 articles
Lists
16
What is a Lumi List?
How do I make a List?
How do I add Cards to a List?
How do I add Columns to a List?
What types of columns can I have in a List?
See all 16 articles
Communicating / FYI's / Sharing
3
How do I send something / FYI / email to someone?
How do I send an FYI / email to a team or group of people?
How do I see FYIs / emails that I've sent or received?
Project Library, Searching & Hashtags
14
What is a Saved Search?
How do I filter a search?
How do I search documents?
How do I search phone numbers or contacts?
How do I save a search?
See all 14 articles
Favourites
5
What are Favourites?
How to add something to my Favourites list?
How do I access my Favourites?
How do I add my Favourites to the dashboard?
How do I remove something from my Favourites?
Day Schedules & Callsheets
15
How do I add / create a day schedule?
How do I create a callsheet?
How do I add a line item in a day schedule?
How do I create a column in a day schedule?
How do I link a card to a line item in a day schedule?
See all 15 articles
Rundowns
11
How do I add / create a Rundown?
How do I add a segment to a Rundown?
How do I create a new row in a Rundown?
How do I link a Card to a line item in a Rundown?
How do I add columns to a rundown?
See all 11 articles
Project Sets
7
What is a Project Set?
How do I create a Set?
How do I add something to a Set?
How do I edit a Set?
How do I remove something from a Set?
See all 7 articles
Team Lists
7
What is a Team?
How do I add / create a new team?
How do I add someone to a team?
How do I remove someone from a team?
How do I delete a team?
See all 7 articles
Vaults & Security
12
How secure is Lumi?
How do I create a Vault?
How do I add a Card to a Vault?
How do I add a document to a Vault?
How do I add another user to a Vault?
See all 12 articles
Lumi Logs
7
What are Lumi Logs?
How do I create a Log?
How do I enter a Log?
How do I create a shortcut in a Log?
How do I delete a shortcut from my Logs?
See all 7 articles
Printing
3
There are colours missing in my print out
How do I print one tab in a Card?
How do I print a Card?
Mobile Devices
3
How do I create a shortcut to get Lumi on my iPhone mobile Homepage?
How do I create a shortcut to Lumi to my Android phone Home Screen?
Lumi Phone Tips
Templates
3
How do I template something in Lumi?
How do I delete a template?
How do I replace/edit a template?
