Hoops

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

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Create your workspace and invite the people you work with.

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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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