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Under <b>Open Items –&gt; Open Items List</b> you can export

the filtered list, if a filter has been applied on the screen

- the entire list or
- the filtered list, if a filter has been applied on the screen

as an <b>Excel file</b> using the download button (top right).

Exporting the open items list

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Create your workspace and invite the people you work with.

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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, 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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