Productive

Enable or disable time tracking, expense tracking, and resource scheduling (bookings) for services in your budget.

Managing Tracking Options for Budgets and Deals

Control time tracking and expense logging by assigning specific people or service types for more accurate project management.

Restricting Time Tracking and Expense Logging in Productive

Open hours and expenses help you start allocating resources and tracking time before finalizing the services you are offering.

Open Hours and Expenses

Stop users from tracking time on services that have reached their limit to prevent budget overspend.

Budget Overrun Limitations: Disable Time Tracking at the Service Limit

Set up automated notifications to alert budget owners when a percentage of billable time is used, ensuring effective budget management.

Setting Up Automated Time Warnings for Budgets

Control what can be tracked on a budget, and get a warning before it runs over.

Tracking Limits and Warnings

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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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