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Create a new task for your team from the Tasks tab under Admin in the Business Manager.

How to Add Tasks to Your Business

A video walkthrough of creating shift tasks in the Business Manager.

How to Create Shift Tasks (Video)

Archive a task you no longer need from Admin, Tasks, to keep your active task list clean.

How to Archive Tasks

Schedule an existing task to specific days and shifts so it appears on your employees' schedules.

How to Assign a Task to a Date and Shift

Set which store locations a task applies to from the Tasks section of the Admin panel.

How to Assign a Task to a Location

Rename an existing task or rewrite its description from the Tasks tab in the Admin section.

How to Edit Task Title and Description

Use the filter on the Tasks page under Admin to show tasks that have been archived.

How to View Archived Tasks

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Create, assign, and schedule the tasks your team completes each shift.

Shift Tasks

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Create your workspace and invite the people you work with.

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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.

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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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