D-Tools

Explore the options to communicate with your team on projects

Communicating on projects

I don't want to get email notifications for all changes in my opportunities and projects

Configuring email notification preferences

How to use real-time chat for instantaneous and interactive communication with your team

Real-Time Chat

How to add project notes with @mentions in projects and opportunities

Notes

How to add to-dos in projects and opportunities and assign resources and due dates for completion

To-Dos

Ashok P

Learn about the different ways your resources can communicate with each other on projects

Communicate on Projects

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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.

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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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