Dubsado

Common workflow errors and how to handle them.

Workflow errors in 2.0

Start a workflow from a public scheduler in 2.0

Learn the three different methods for applying and starting a workflow on a project to choose the best option for your process.

Apply workflows to projects in 2.0

Edit, remove, force, and mark actions complete in a workflow running on a project, and update your workflow templates.

Manage your workflows in 2.0

Getting an overview or chart view of your workflows

Workflow overview chart in 2.0

Only set workflow emails to send during your business hours

Setting office hours in workflow in 2.0

Becca Berg

Managing workflows

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.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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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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