Trebellar

In Portfolio Planner, go to All Plans.

Find the plan you want to add to the shortcut menu.

Click the More options (⋮) menu next to the plan.

1. In Portfolio Planner, go to All Plans.
2. Find the plan you want to add to the shortcut menu.
3. Click the More options (⋮) menu next to the plan.
4. Select Add to Favorites.

The plan will now appear in the Portfolio Planner shortcut menu, giving you faster access the next time you need it.

Add frequently used plans to your favorites for faster access from the Portfolio Planner shortcut menu.

Adding a Plan to the Portfolio Planner Shortcut Menu

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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.

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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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Adding a Plan to the Portfolio Planner Shortcut Menu

Add a plan to your favorites