Hoops

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

Create a custom design with text, images, and links

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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.

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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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