Bonsai

Learn how to create, organize, and track tasks with step-by-step instructions

How to create and track tasks with Bonsai

Easily organize repeatable tasks with preset lists.

Leveraging task templates

A guide to automating task creation using predefined task templates within Project Automations.

Task template automation

Learn how task notifications work across tasks and subtasks.

Task and subtask notifications

Task dependencies help teams manage work order, timelines, and task coordination across projects.

How to set task dependencies

Duplicating tasks and task templates

Tasks

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Create your workspace and invite the people you work with.

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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.

{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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