Hoops

Learn the core tools and features you'll use every day in Hoops.

Hoops Basics

Learn how to use Board Filters to quickly find the information that matters most. Filter sales, jobs, tasks, and other records to create focused workspaces, reduce clutter, and work more…

Master Board Filtering

Learn how to add, customize, and manage Status columns on SalesBoards and JobBoards, including editing status values, colors, and using Status columns as flexible dropdown labels.

Create and Manage Status Columns

Track deadlines, milestones, and scheduling information directly on your SalesBoards and JobBoards. Learn how to add Date columns, manage important dates, and use filtering to stay on top of upcoming…

Create and Manage Date Columns

Create and Manage Text Columns

Assign ownership and responsibility across your SalesBoards and JobBoards using Person columns. Learn how to assign users, manage workloads, and create filterable views based on team responsibilities.

Create and Manage Person Columns

Learn how to save and manage Board Views to create personalized workspaces for different teams, roles, and workflows. Quickly switch between saved views, reduce clutter, and keep everyone focused on…

Create Personalized Workspaces with Board Views

Pin columns left or right for easy access on your boards.

Pin Board Columns Left or Right

Learn how to customize your SalesBoard and JobBoard by adding, renaming, and reordering columns. Build workflows that match your business processes and give your team better visibility into sales, production,…

Add, Rename and Reorder Board Columns

Use boards to organize, track, and manage work across Hoops.

Boards

Reset Your Hoops Password

Change your password in Hoops quickly and securely.

Update Your Password when you're already logged in

Change your avatar color or upload an image in your profile.

Edit Your Avatar

Understand the access permissions/limitations for each user role

User Roles & Permissions

Manage your account, profile settings, and personal preferences.

Login & Profile

Learn how to upload and manage files across Customers, SalesDocs, and Jobs. Centralize artwork, proofs, contracts, and production documents so your team can access the information they need from one…

Keep Customer Files Organized and Accessible

Learn how to use My Tasks to view and manage work assigned to you across Hoops. Stay organized, track priorities, monitor progress, and ensure important actions don't fall through the…

View and Track Your Assigned Tasks

Learn how to create and assign tasks to keep work organized and accountable. Set priorities, assign responsibilities, track progress, and ensure important actions are completed on time across your sales…

Create and Assign Tasks

Learn how to manage Task progress and ownership across Hoops. Update statuses, reassign responsibilities, and maintain visibility into outstanding work so teams stay aligned and workflows continue moving forward.

Manage Task Progress and Ownership

Collaborate with your team using comments across Customers, SalesDocs, and Jobs. Share updates, ask questions, tag teammates, and keep important conversations connected to the records they relate to.

Collaborate with your Team Using Comments

Learn how to create and manage Tasks directly within SalesDocs and Jobs. Keep responsibilities connected to the work they relate to, improve accountability, and maintain visibility throughout your sales and…

Manage Tasks Within SalesDocs and Jobs

Collaborate with your team using files, comments, and tasks.

Files, Comments & Tasks

Create a custom design with text, images, and links

Back to App

Back to Website

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search and ask

Find guides, answers, and references.

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

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.