elyvate

The Board in the Plan section: how it syncs with work packages, the three views, and moving cards.

The Board

The three board views - Status, Calendar Week and List - what each shows and when to use which.

Board views - Calendar Week, Status and List

Drag cards to update status or due date - what changes, who can move what, and what syncs downstream.

Board: Moving cards between columns

Shape the board to your workflow: card fields, collapsing rows, auto-archive and search.

Board: Customising your board

Filter, sort and focus the board on what matters to you - all personal, never shared.

Board: Filters and views

All your assigned measures plus strictly private personal to-dos - one consolidated personal view.

Working with my measures

Plan and steer all measures in one place: views, filters and daily board work.

The board

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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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