ProWorkflow

Ashlee

Natasha Robinson

Hanin Khan

General information and Settings related articles

Getting Started With Nexus

What is my Account URL Name/Workspace Name?

How to Identify Your Workspace Name/Account URL

How do I integrate with a file storage system? How can I add the File Integrations into an Existing Project?

File Integrations

How do we manage which staff members can see which projects? How do we control what clients see on projects?

Project View Permissions

How do I reset my password? How do I help a colleague reset theirs?

Setting & Resetting Passwords

How to search for Projects? How to search for items?

Using the Search Function

Xero Integration

How to collaborate in real time, how to use real-time collaboration

Real-Time Collaboration

How to Save Filters; How to Apply Filters; How to Filter

How to Use Filters

FAQ: Can I Export My ProWorkflow Data?

What are Saved Views? How to Share Saved Views

How to Use Saved Views

How to adjust Columns, how to change Columns, how to save Columns

How to Manage Columns

How to view your Invoice from ProWorkflow; How to manage your payment details; How to find your API key

How to Access the Client Area

How do Custom Fields work? What are Custom Fields? How to Add Custom Fields

How to Use Custom Fields

How to make API connections to Nexus? What are the API Endpoints for Nexus? How to set up an MCP connection to Nexus?

How to Use the Nexus API

General information relating to Nexus, this will help you understand the product at a core level.

General

How do I use work stages? What are Work Stages?

How to Use Work Stages

What categorization tools are available to me?

What Categorization Tools Are Available?

How to Manage Email Notifications

How do I visually personalise my account? What options do I have in customising my account?

Visual Customisation

What are Project Layout Settings? Managing Project Layout settings

How to Manage Project Layout Settings

How to set up Categories? How to edit Categories?

How to Use Project and Item Categories

What are Teams? What are Groups? How to Set Up Teams and Groups

How to Configure Teams and Groups

How do I set the timezone for my account? How do I manage the currency on my account?

How to Manage Country and Regional Settings for Your Account

How to Use Recurring Actions

Information relating to your Nexus settings and account set up.

Settings

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.