Hona

Use this step-by-step to learn how to build a case tracker for your client's Hona portal.

How to Build a Project Type (Case Tracker)

Learn how to add, delete, and edit the content of your phases on the Hona portal

How to Build Phases

Learn what Drip Notifications are, how to implement them, and best practices for using them.

Drip Notifications

support@hona.com

Project Types (Case Tracker)

Use this article to learn the best way to define and organize your case types.

Best Practices for Defining Case Types

This guide covers how to organize case types, determine project phases, and create a communication timeline that builds trust while reducing manual work for your staff.

Best Practices for Building Project Types

Use this article to learn the best way to define and organize your case phases.

Best Practices for Determining your Phases

Use these articles as additional support for your Project Types.

Support: Project Types

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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.

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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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