Productive

Group, filter, pivot, switch currencies, and drill down into your report data in Productive.

Working With Report Data

Visualize report data with column, bar, line, and other chart types, and customize their colors.

Creating Charts in Reports

Learn how to use cumulative formatting in reports to track the cumulative progress of key metrics over time.

Cumulative Formatting in Reports

Learn how to customize your reports using OR and AND filters for precise data analysis.

Using OR and AND Filters for Advanced Reporting

Use the Workload field in C&A reports to track task assignments, compare availability, and identify team overloads or underutilization.

Using the Workload Field in the Capacity & Availability Report

Customizing Your Reports

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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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.

Prototype integrations answer

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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