Gather

Learn how to sort, filter, edit, and export in spreadsheet mode.

Working in Spreadsheet View (Video)

Learn what product tags are and how to create, edit, and delete them in Settings.

Product Tags: Create and Manage Them

Add tags to items from the product board, an item, or the spreadsheet, and add or remove tags in bulk.

Add and Remove Product Tags on Items

Find every item with the tags you choose, in Grid View or Spreadsheet View.

Filter Items by Product Tags

How do I remove columns in Spreadsheet View?

How to Remove Columns in Spreadsheet View

Understand when to use each view and what you can do in each one.

Grid View vs. Spreadsheet View: What's the Difference?

Learn how to sort and filter items on the product board.

Sort & Filter Items

Scottie Elliott

Ashley Casler

Use the gather list view (spreadsheet view) when you need to update things fast.

Grid & Spreadsheet views

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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.

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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.

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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