Jetpack Workflow

See all your projects in one place, filter and sort them, and add or remove columns.

Overview of Projects Page

Do you have questions about a project profile or project details? This article will walk you through all the features on a project!

Overview of an Individual Project Profile

Need to turn an individual, standalone project into a series?

How to Turn a Standalone Project Into a Series

Need to make updates on just one project? Here's the steps to take!

How to Modify an Individual Project

Need to make edits to a project series quickly and efficiently? Here's how!

How to Modify a Project Series

Discontinuing a project series? This article will show you how!

How to End a Series

Set time targets and manage team capacity by utilizing our budgeted time field!

Budgeted Time

Bulk Edit Projects

Customize and organize your projects with customizable labels!

Project Labels

Completing a Project

Budgets & Actuals for Project Series

How to Delete Series in Mass

Beatty W

Jetpack Workflow Support Team

Projects

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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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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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.

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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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