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This article will walk you through the steps on how to use the All Projects view to schedule Employees and Assets.

How Do I Use The All Projects View While Scheduling?

Scheduling

This article will teach you how to require your employees to verify their schedules.

How Do I Require Employee Verification of Schedule?

Settings

What are Scheduling Placeholders and How Should They be Used?

Daily Scheduling

This article will help you change colors on the Gantt Chart.

How Do I Change The Color Coding On The Gantt Chart?

Gantt Chart

Create a custom design with text, images, and links

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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.

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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.

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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Create your account and invite the first people to your workspace.

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Update your plan, payment method, and invoices.

Scheduling

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