Trail

A few things to look out for before you can complete your task

Why can't I submit my task?

How to update lists of equipment or food in existing data capture Record Logs

How do I complete a record log?

Adding and completing unscheduled, Ad-hoc tasks

Where do I find the rest of my tasks?

Leave a full historical record with comments & photos

What do I use the comments box for?

Correct mistakes quickly by deleting a comment and reposting

How can I delete a comment?

Marie Hughes

Completing Tasks FAQs

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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.

{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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