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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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English

… Once bookings are added, switch to the 

 to visualize and manage scenario data… Tip: The 

 clearly differentiates between live and scenario data

Getting Started with Budget and Deal Scenarios

 track works in the Resource Planner's By Budget/Deal 

… When working in Resource Planner > By Budget/Deal, each budget or deal has a 

 track displayed… you're working with recurring budgets, future iterations will appear in the same row as part of the 

Understanding the Budget/Deal Track in the Resource Planner

 layout organizes tasks by visualizing them on a 

 (Project management > Tasks), only task custom fields from the task custom

 to manage bookings seamlessly… Use the scenario 

 to assign resources and define their working periods… 5. Managing Bookings and 

: Visualize availability and adjust bookings directly on the 

: Expand booking options using the + icon to adjust allocations. ​… Compare the live 

 to the applied scenario before confirming changes

Managing and Applying Scenarios to Deals and Budgets

 for a comprehensive overview of all tasks, displaying… Note: Adding a due (and, optionally, start) date is essential for the tasks to appear in the 

 as a PDF… How to Export the Gantt Layout 

, filters, and fields. Personalize and save 

 in Productive for efficient workflows… Access the Task 

 Panel… Use filters, layouts, and fields to shape a 

 the recording, transcript, and notes, but cannot make changes… a visual 

 showing each speaker's participation, color-coded by speaker; click any point to… They'll receive Can 

 Meeting Recordings, Transcripts, and Notes

 of your project tasks, making it easier to manage dependencies… The Today button allows you to quickly jump back to the current date on your 

… You can export your Gantt Layout as a PDF to save or share a snapshot of your project 

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