DataGrows

1. Getting Started

This post will explain the My Training modules. They are essential to ensure your team understands the system.

Training Introduction

Navigating DataGrows: Your Guide to the Main Dashboard and CRM Navigation

Navigation & Orientation in the system + Layout & functionality of tables

Tailor your dashboard to suit your workflow, hide and rearrange columns to show relevant tasks, clients, and deadlines.

Customising Your View in DataGrows

Shows how to quickly find tasks, clients, or documents using smart filters.

Search & Filter in DataGrows

The Clients Table is the heart of DataGrows. Often referred to as the Master Table, it serves as the central source of information for every client in your database and…

The Clients Table & Managing Client Services in DataGrows

Using All Tasks Due Detail & Working on Tasks

A Typical Day’s Workflow in DataGrows

DataGrows is designed to help every member of your team take ownership of their work, tasks, and time. To get the full benefit of the platform, it is essential that…

Adding Users & Managing User Rights in DataGrows

One of the most powerful features in DataGrows is its ability to automatically assign work to the right people.

Assigning Tasks to Users in DataGrows

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Getting Started

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.