Feature Help Guides

Boards Help Guide
.. .. What are Boards?  Lumi Boards are like digital whiteboards or cork boards…they are a place to stick your Cards onto, just like you'd stick p...
Thu, 6 May, 2021 at 1:59 PM
Kanbans Help Guide
What is a Kanban? Kanbans automatically sort your Cards by Field values. They are a great way to automatically track and sort your cards by anything you...
Wed, 27 May, 2020 at 11:51 AM
Documents & Media Help Guide
Office 365  Lumi is integrated with Microsoft Office 365.  If you have an existing Microsoft Business or Student account, you can edit documents l...
Wed, 5 Aug, 2020 at 4:04 PM
Project Library Help Guide
Project Library Everything in your Project lives in the Project Library.  Hit the bookcase icon on the far left of your screen to access the Project Li...
Fri, 14 May, 2021 at 1:58 PM
Sets Help Guide
CONTENTS What is a Set? Enabling Sets Create a Set Add items to a Set Bulk add/remove items from a Set Access your Sets Add a Set to the Dashboard ...
Mon, 6 Nov, 2023 at 2:13 PM
Security, Vaults & Access Help Guide
Lumi Security Lumi is deployed on Microsoft Azure’s SaaS service. The App and document servers are hosted in Microsoft Azure data centres in the “Aust...
Fri, 9 Jul, 2021 at 8:10 AM
Lumi Logs Help Guide
TABLE OF CONTENTS What are Lumi Logs? Enable Logs Feature Create a Log Create Default Shortcuts Start Logging Edit or Delete a Log Entry Filter a Lo...
Mon, 6 Nov, 2023 at 2:17 PM
Communicating & FYI's Help Guide
.. What is an FYI?  You can send a link to anything in Lumi to another Lumi User or a team of Users and we call it an FYI.   Sending FYI's To ...
Thu, 28 May, 2020 at 10:04 AM
Teams Help Guide
What is a Team? Teams are a good way to send messages to a whole group, and to be able to view what roles other people in your project have. Creating a...
Wed, 27 May, 2020 at 4:14 PM
Favourites Help Guide
What are Lumi Favourites? Lumi Favourites are a way to highlight your go-to cards, Boards, Kanbans, Schedules, media etc. It works like a bookmarked sectio...
Mon, 1 Jun, 2020 at 3:10 PM