Hoops

Discover practical ways to use JobBoard to manage production, approvals, purchasing, artwork, dispatch, and team workloads. Explore ideas for creating focused views and workflows that help your team stay organized…

JobBoard Use Cases and Ideas

Customize your JobBoard with columns, statuses, Views, and Automations to create a workflow that reflects how your business operates.

Customize JobBoard

Create focused JobBoard Views using filters and custom columns, giving each team a workspace tailored to the work they do every day.

Use JobBoard Views

Manage jobs from production through completion.

Using the JobBoard

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.

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A quick lap of the product so you know where everything lives.

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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.

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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.

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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