Drum

How best to use these video guides for understanding how to effectively use Drum.

How to use these video guides

How to create and manage the key components of your Drum projects.

#1 Managing Projects

Timesheets, live timer, staff timesheet approvals and more!

#2 Tracking & Managing Time

Drum has a powerful CRM and proposal tools to help you effectively manage your sales pipeline and convert proposals directly to projects.

#3 Sales Pipeline

Ben Walker

Guided video training for all key Drum features

#3 Drum Training Library

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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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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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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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