BusinessCORE + Flow Connection Quick Start
Connect a Flow, authorize access, confirm the transfer, and verify connection health from the BusinessCORE master dashboard.
Connection walkthrough · Verification checklistTASKSAVVY LEARNING CENTER
COMING SOON
Clear systems deserve clear instruction.
Practical tutorials are being developed to help you connect, use, verify, and maintain BusinessCORE and every TaskSavvy Flow with confidence.
YOUR LEARNING PATH
From first connection to confident daily use.
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01
Start
Understand the suite, choose your configuration, and prepare your files.
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02
Connect
Link each Flow to BusinessCORE and authorize the connection.
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03
Use
Enter information, update statuses, and work from the right operational view.
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04
Verify
Confirm that formulas, automations, dashboards, and data transfers work correctly.
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05
Troubleshoot
Resolve common connection, validation, and Apps Script issues.
TUTORIAL LIBRARY
Guidance for the complete TaskSavvy suite.
Each tutorial will pair clear instruction with a hands-on verification step, so you know the system is working—not merely installed.
Master Dashboard & Flow Health
Read the executive snapshot, monitor connected systems, and identify records that need attention.
Client Lifecycle Essentials
Manage prospects, active clients, relationship status, activity, and connected work.
Task Execution Essentials
Manage ownership, priority, due dates, completion, and automated timestamps.
Invoice & Collection Essentials
Track invoices, payments, outstanding balances, and collection performance.
Asset Control Essentials
Register, assign, scan, maintain, audit, and return business assets.
Operations Management Essentials
Track initiatives, ownership, progress, status, due dates, and completion.
PRACTICAL SUPPORT
Help for the moments that usually slow a build down.
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01
Apps Script installation
Where the code belongs, how to authorize it, and how to confirm that it fired.
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02
Connection troubleshooting
What to check when a Flow is connected but the dashboard says otherwise.
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03
Validation and formula help
How dropdowns, ranges, dates, and protected formulas should behave.
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04
Verification checklists
Repeatable tests for confirming each Flow before moving from Sandbox to HQ.
CURRENTLY IN DEVELOPMENT
The systems are complete. The education is the next layer.
We are turning the full TaskSavvy build process into clear, practical learning materials. Until the tutorials arrive, explore the operating principles in the Resource Center or review the Complete Suite.