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How to create reports from a task, create reports on a property, and manage previously saved reports.

Create a report

Learn what makes certain report types to appear as expected or available

Understanding Expected and Available Reports

What is a Yearly Condition Report?

Teresa Bui

Uliana Tokerava

Web Best Practice - Reports

Uptick Academy

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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.

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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.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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