Planner 5D

If your projects are missing, first make sure you are logged into the correct account and update Planner 5D to the latest version. In many cases, updating or reinstalling the…

How to find Missing Projects

Steps for restoring deleted projects or Spaces, what information is needed, and when to contact the Support team for assistance.

How to Restore Project or Space

How to see projects of other users?

App crashes whenever you open a project? Try these steps.

How to Troubleshoot a Project That Crashes When Opened

How to Fix files that cannot be downloaded

How can I clear cache&cookies in my browser?

The Duplicate button is not active in my macOS app. What should I do?

Troubleshooting guides and general issue resolution across supported platforms.

Troubleshooting

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Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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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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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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