Productive

Switch between People, Projects or Time off, and set up different advanced viewing options in the Resource Planner.

Managing the Resource Planner Layout

Group and sort rows in the Resource Planner by role, project, client, and other fields to organize large views.

Grouping and Sorting Rows in the Resource Planner

Learn how filters affect what's shown in the Resource Planner, including a toggle to hide bookings not covered by the filters.

Understanding How Filters Work in the Resource Planner

Get key information about your bookings directly in the Resource Planner.

Using Fields in the Resource Planner

Learn how to add custom fields to bookings in the Resource Planner.

Managing Bookings With Custom Fields

Learn how to view team absences from the project perspective in the Resource Planner and who can see this information.

Viewing Team Absences in the Resource Planner

Change the planner's layout, grouping, filters, and fields.

Customizing the Planner

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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.

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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.

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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