Appical

How to add a checklist to your course

Rearrange your Checklist Items to better suit your needs.

Change the order of Checklist Items

Learn how to set a time-based unlock moment for Checklist categories, so onboarding content becomes visible to new hires at exactly the right time.

How to create a time-based unlock moment for checklist categories

Bulk uploading lets you add multiple checklist tasks at once by importing a CSV or Excel file instead of entering items individually.

How to bulk upload items to your Checklist

Learn how to set up and manage the checklist new hires see during their onboarding.

Checklist

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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.

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

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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.

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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.

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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