ProWorkflow

How do I edit a Project? How to Edit a Project.

Editing a Project

How to add a Project

What financial fields are available to a project?

Financial Fields

Cloning a Project

How to find completed and deleted projects?

Locating Completed and Deleted Projects

How do I view a Project as a Gantt Chart or a Kanban Board?

Gantt Charts and Kanban Boards

Favoriting Projects

Restoring Deleted Projects

How do I use Project Templates? How are they made?

Project Templates

How change a projects status to completed/deleted?

Project Status/Work Stage

How do I send a project communication? How do they work?

Messaging

How can I change the client on a Project?

Change the Client Associated to a Project

What are Internal Projects? Using Internal Projects.

How to Create Internal Projects

Deleting a Project

How to Create Project Templates. What are Project Templates?

How to Use Project Templates

What is the Project Intake Form? How to Create Project Intake Forms?

How to Use the Project Intake Form

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Information relating to projects and project set up in Nexus.

Projects

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Create your workspace and invite the people you work with.

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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.

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