Recranet

Learn how staff members can log in to the task management environment, complete tasks, and update task statuses within our booking system.

Working with the task management environment

Learn how to create businesses, groups, and staff members in the task management environment of our booking system so tasks can be assigned to the right people.

Creating businesses, groups, and staff members

Read how to easily create a one-time task in the task management environment of our booking system.

Creating a one-time task

Learn how to create automated tasks in the task management environment of our booking system and how to apply them to existing reservations.

How to create automated tasks

Learn how to edit existing one-time tasks and automated tasks in the task management environment of our booking system and apply changes to existing reservations.

Editing tasks

Learn how to create and manage checklist items within the task management environment of our booking system to ensure tasks are completed consistently and efficiently.

Creating and managing checklist items

Learn how to create and manage projects within our booking system to organize and track related tasks efficiently.

Creating and managing projects

Our approach to setting up and using the task environment.

Task environment

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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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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.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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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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