Support

Dave Pucci

Handoff Support

Manage project details, tasks, and your team on the job.

Project Management

Edit a project's name, assignee, labels, and status, customize the Overview page, archive a project, or delete one and have support restore it.

How to manage a project

Add, rename, reorder, and delete project statuses, set which events move a project forward, and create labels from Settings.

How to set up project statuses and labels

Create a scope of work, material list, or work order in a project, let Handy write the first draft, then edit, share, export, or print it.

How to create documents with Handy

Record a client call or site visit from a project, and Handoff creates a document with a summary, key takeaways, next steps, and a transcript.

How to record a meeting and turn it into a document

Project details, statuses, documents, and navigation.

Managing Projects

Add tasks and task lists, assign them to your team or a sub, set due dates, complete them, filter the list, and export tasks from a project.

How to create and assign tasks

Tasks & Progress

Assign a team member to a project, a schedule phase, or a task, and learn what access and notifications the assignment gives them.

How to assign team members to projects, phases, and tasks

Assign team members on a project and manage their responsibilities.

Internal Team Management

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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.

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.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.