ProWorkflow

If you need to know how to move a time record from one task to another, then this article is for you.

How do I move time records to another task?

This article shows you how approve or decline Timesheets.

How do I approve/decline a Timesheet?

This article shows you how to submit your timesheet for approval.

How do I submit a Timesheet for approval?

The Timesheet Approval settings need to be updated before you can get started with sending/locking timesheets.

How do I update the Timesheet Approval settings?

The timesheet approval allows staff to submit time records, and lock time records for on a weekly basis.

How do I use the Timesheet Approval?

What is the difference between Allocated Project Time vs Allocated Task Time?

Find out the different methods to track time, or input hours against a task

How to track Time

Add an additional User and Permission role that can be selected for a number of contacts

Creating a new custom permission

Natasha Robinson

Time

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Create your workspace and invite the people you work with.

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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.

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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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