What exactly can you do or edit in the project tracker? Find out here.

Project Tracker 101 (VIDEO)

EVERYTHING you need to know about using Ivy's Project Tracker

Deep Dive into the Project Tracker (WEBINAR)

Creating Your First Project

How to Download the Ivy Clipper

Using categories to organize your Ivy account

How to Categorize Your Products and Services

Keep track of all deliveries for all products!

How to Add an Estimated Delivery Date

Building out your project and documents using draft products

Draft Project Products

How to Remove an Item from Your Project Tracker

Use your credit balance for other invoices in the project

How to Create a Credit

What does it mean to "issue refund" on a project's credits/retainers page?

"Issue Refund" for Credits / Retainers (VIDEO)

Archiving / Unarchiving a Project

Cameron Jahn

Creating a Project

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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.

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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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