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This article explains what Activities are, how they differ from opportunities, why they matter, and how to name and structure them effectively.

What is an Activity?

When you post an opportunity, it needs to be linked to an Activity. This article walks you through how to do that.

Posting an opportunity and linking it to an Activity

This article explains how to change an Activity's status (Not Started, In Progress, Completed, or Cancelled) either from your Dashboard if you're leading it or from the Admin Panel if…

How to change the status of an Activity

Archive an Activity along with its linked opportunities, logs and applications - and understand how unarchiving works.

How to archive or unarchive an Activity

Sevgi Sairoglu Sezginer

Learn what Activities are and how they group delivery work, opportunities, and hours.

Activities

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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.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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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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