O3 Solutions [TEST]

Learn how to set up Execution Tasks for your project.

Configuring Execution Task Types

Detailed Form Layouts

project, admin, settings, configurations, work, centers

Project Settings: Work Centers

project, admin, settings, configurations, work breakdown, wbs

Project Settings: WBS

project, admin, settings, configurations, vendors

Project Settings: Vendors

project, admin, settings, configurations, users, permissions

Project Settings: Users

project, admin, settings, configurations, tool, time

Project Settings: Tool Time

project, admin, settings, configurations, safety, observations

Project Settings: Safety Observations Types

Project Settings: Safety Observations

project, admin, settings, configurations, report templates

Project Settings: Report Templates

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Project Settings: Purchase Order Types

project, admin, settings, configurations, lookups

Project Settings: Lookups

project, admin, settings, configurations, drawing

Project Settings: Drawing Types

project, admin, settings, configuration, disciplines

Project Settings: Disciplines

project, admin, settings, configurations, dashboard, collections

Project Settings: Dashboard Collections

project, admin, settings, configuration, associations

Project Settings: Associations

project, admin, settings, configuration, actions

Project Settings: Actions

What is Project Admin?

project, admin, settings, area, configurations

Project Settings: Areas

project, admin, settings, configuration, entities

Project Settings: Entities Overview

Jared Elliott

Project Admin

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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.

{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.

Prototype answer unavailable

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