Tidy

Discover how to efficiently add and manage tasks in TidyHQ, with step-by-step instructions for assigning, scheduling, and more.

Adding Tasks

Assign Task Followers in TidyHQ to keep others informed via email about task progress, new notes, or when tasks are completed.

Task Followers

Learn how to efficiently view and manage tasks in TidyHQ with these helpful tips and instructions. Get organized now!

Viewing Tasks

Repeating Tasks

Learn how to effectively involve your entire team in a task by utilizing the 'Followers' feature in TidyHQ.

How do I assign a task to more than one person?

Getting things done

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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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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.

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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