ProWorkflow

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

Visual Customisation

Roles & Permissions

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

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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.

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