Teamline

Learn how to set up public holidays and days off in Teamline so reports are automatically skipped on non-working days

How to set up team public holidays or day-offs

Learn how to download report results and survey history from Teamline in XLS or PDF format

How to download report history (XLS or PDF)

Learn how to disable the Quick Response feature in Teamline or customize predefined response options for your reports

How to disable the Quick Response feature

Learn how asynchronous and synchronous results delivery affect when report results appear in Teamline

How asynchronous and synchronous results delivery works

Learn how to manually start a report in Teamline using the “Run report now” option without affecting its schedule

How to run a report manually (Run report now)

Learn how the Test report feature works in Teamline and how to safely test a report before activating it

How to test a report

Learn how Teamline handles overlapping reports when a user is included in multiple automations at the same time

How overlapping reports work

Learn what webhook delivery is in Teamline, how it works, and what data structure is sent with report results

How webhook delivery works in Teamline

Learn how to export Teamline report results to Google Sheets using webhook delivery

How Google Sheets export works

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Customize how Teamline reports behave to match your team's workflow

Report Behavior & Settings

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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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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.

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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.

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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