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Learn how to set admin permissions within the Quick Tasks feature

Quick Tasks: Admin Permissions

First steps to get you started using Quick Tasks

Quick Tasks: Starting Guide

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Gali Stern

Nathanel Creson

Quick Tasks

Familiarize yourself with our Task Management feature, a true powerhouse in managing your daily tasks with ease.

The Value of Quick Tasks

Starting Guide to Quick Tasks

Check out common use-cases and best practices for managing tasks with your team

Quick Tasks Best Practices & Use-Cases

Quick Tasks: Must-Have Capabilities

About Quick Tasks

Learn how to create tasks from your admin dashboard and mobile app

Creating and Managing Tasks from the Admin Dashboard

Engage with your users directly from their quick tasks

Quick Tasks: Task Description and Comment Board

Send out additional reminders to assignees to complete the task

Quick Tasks: Reminders

When do we get notifications related to our tasks and how can we control them?

Quick Tasks: Notifications

Use labels to organize, sort and filter tasks related to different projects, departments, locations and more

Quick Tasks: Labels

Decide which users and admins should be able to create tasks through the mobile app

Quick Tasks: User Permissions

Setting Up Quick Tasks

Creating and assigning tasks has never been easier

Create Single and Multiple Tasks

Learn how to create a series of recurring tasks, for everything that needs to happen on a repeating basis

Quick Tasks: Recurring Tasks

Learn how to easily create tasks that are not time-related

How to Create Tasks with No Start/Due Dates

Create tasks for users exactly when you think of them.

Create Quick Tasks for Selected Users

Learn how to manage your day to day tasks- 5-min. Read

Quick Tasks: Viewing Capabilities

Discover how to distinguish between the origin and purpose of your tasks using our various tabs

Quick Tasks: Created by Me vs. My Tasks vs. All Tasks

Get a quick visual on tasks that were not performed on time, making sure nothing falls between the cracks

Quick Tasks: Overdue Tasks

Learn how to navigate and oversee tasks on your mobile app

Tasks Mobile App User-Interface & Shortcuts

How to create tasks for a team to get done

Group Tasks

Learn how to duplicate tasks on the dashboard and mobile app

How to Duplicate Quick Tasks

Learn how to archive or Delete your tasks both from the desktop and mobile app

How to Archive or Delete Quick Tasks

Can Admins Edit a Quick Task They Didn't Create?

Using Quick Tasks for Daily Operations

How to Manage Quick Tasks from the Admin Tab

The Admin Tab

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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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