ProcessPro

An explanation of the features of the dashboard landing page.

Dashboard Navigation

Quickly find, and action, all your active and overdue tasks.

Manage Outstanding Tasks

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Sorting of Tables

A widget is a dashboard element that displays specific information or functionality, helping users monitor and access important data at a glance.

Configurable Dashboards Widget Types

How to add, edit, remove a dashboard widget. This article also explains the layout of widgets.

Managing Dashboard Widgets

All users can create their own dashboards to contain personalised widgets to display what is most important to them in ProcessPro

Create a New Dashboard

The Dashboard Manager lists all the dashboards that a user has access to, including the company's default dashboard. Dashboards can be shared, edited, deleted from here.

Dashboard Manager

Hylet Pistorius

James Ross

Dashboard

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

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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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.