molti.com

A guide to creating projects and how to get started.

How to start a project

How to add a teammate to a project

Use the Project Details to change title, workflow, status, description, image, or open/close a project.

How to change the project workflow or status

Use project notes to communicate with your team.

How to add a note to a project

How to add project tags

Use the Projects Details page to move a project to inactive.

How to close a project

Use the 'Project Details' screen to move a project to active.

How to re-open a project

Go to the Projects page to remove unwanted projects.

How to delete a project

How to delete a document

Use Up/Down votes to let your team know if you've seen a comment or have something to add.

How to use 'votes' on project notes.

Use "Project Leads" to assign point of contacts to projects.

Can I designate a lead user to a project?

How to remove a teammate from a workgroup

How to remove a teammate from a project

Add teammates to projects to collaborate.

How to assign a user to project

User folders to organize files in a project.

How to create a folder in a project

Save files and documents to projects for easy organization.

How to upload a file to a project

Liz Splain

Brian Winter

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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.

Prototype answer unavailable

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