Programa

Save the schedule, then share it with guests from the project or the schedule, send a public link, update the shared view, or remove access.

How to share a schedule

Choose the permissions, field groups and fields each guest sees in shared schedules, set a project default or custom visibility, then preview it.

How to control what a guest sees in a schedule

Set products to Client Review, check your client can respond, then find their approvals and rejections and request a new review after changes.

How to request client approvals and manage responses

Export a schedule as a PDF or Excel file, choose the fields, spec sheets and components to include, and save an issue to keep that version.

How to export and issue a schedule

Gail Esterhuyse

Export your schedules to PDF or Excel and share them with your clients.

Exporting and Sharing

Create a custom design with text, images, and links

Programa Dashboard

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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.

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