Levvy

In this guide, we'll guide you through Levvy's key features and functionalities.

How to Navigate Levvy's Workspace

Discover how Levvy's Workspace Filters help you seamlessly sort your workspace by team, workflow type, user, client, and task status.

Customizing your Workspace View

Learn how to quickly access and communicate important information and updates via Levvy's easily accessible Action Center.

How to Use the Action Center in Levvy

Take a tour of Levvy's task modal and see how Levvy surfaces and organizes all related tools and resources directly in the task.

How to Navigate the Task Modal

How to reschedule and drag tasks from week to week

Easy-to-follow articles that simplify Levvy's platform navigation. 

Navigating Levvy

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.

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.

{appName} in 60 seconds

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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