Teamflect

Create custom task labels in Teamflect to organize and categorize tasks for better tracking and reporting.

How can I create custom task labels?

Enable checklists in Teamflect tasks to break work into actionable items and boost task completion clarity.

Enabling Checklist for Tasks

Learn how to create and assign task groups in Teamflect to streamline recurring workflows.

How to Create Sets of Tasks in Teamflect

Learn how to set up automated task group assignments in Teamflect to streamline workflows.

How to Set Up Automated Task Group Assignments

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Tasks: Articles for Admins

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.

{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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