ProWorkflow

Projects: Edit a Project from the Projects List

There are several options for you to customize how you want to view your projects list. This also applies in Project Archive.

Change the view on Projects List

How do I add a Budget?

How do I clone a Project?

This article shows you how to add or create a new Project

How to add a Project

How to edit a Project

Here you will find out how you can add Expenses to your Projects

How do I add Expenses to my Project

Accidentally deleted a project and need to find it and restore it?

How do I restore a deleted project?

How to easily mark off all tasks as complete once a project is finished.

How do I complete a project?

Searching for your all your active, completed, or deleted projects

How to find your past projects

How to create Timeline in a Project

Accepting Project requests from Internal and External staff

Accepting Project Requests

How to quickly access key projects that you are working on

How to Favorite Projects

Natasha Robinson

Projects

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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.

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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.

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

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

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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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