Gather

This article shows you how to send a task reminder to someone (either a helper or team member) that is active in Gather.

How to Send Task Reminders to Assignees in Gather

Task and Step Due Dates allow you to specify exactly when you need something completed, which helps ensure everything runs smoothly.

Increase Accountability with Due Dates

Wondering how to officially finalize a case in Gather? Here's your quick how-to guide.

How to Finish and Archive a Completed Case in Gather

Chase Downs

Annie McFarland

Learn how to use WorkFlows and case tasks in Gather.

Case Tasks

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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.

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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