Using Redbooth From basics to advanced, and everything in between.

Basic Features in Redbooth

So, whether you have just set up your account with Redbooth or have been invited by a colleague, it is easy to be overwhelmed when using a new tool. Luckily, Redbooth is an intuitive and effective project management tool. Take a few moments to discover the benefits of the basic features in Redbooth that you will use day-to-day.

The basic features that you need to master in Redbooth are the following:

Dashboard
This is the first thing that you see when you log into your account. It is divided up into two sections, with all notifications shown on the left. This is a great way to keep track of what your colleagues are doing within tasks that concern you. By clicking on a notification, the entire task will populate on the right of the screen. Going through your notifications here is an ideal way to start your day and you can mark them off at your leisure.

Basic Features In Redbooth

On the right of the dashboard you have all of your assigned tasks. They are arranged so as to give you an oversight of your workload. Click on any task to delve right into it and contribute to its progress.

Basic Features In Redbooth

Notifications
As shown above, all of your notifications will automatically populate in your dashboard. With Redbooth, you can also enable email and desktop notifications. The former are great for those who like to get updated when checking their emails every morning, whereas the latter are ideal for those who enjoy being kept in the loop when working.

Desktop and email notifications are an entirely personal setting in Redbooth. Find out how to configure them here and here.

Workspaces
Workspaces are at the core of all collaboration in Redbooth. If you have just set up an account, then you need to create workspaces. This is how you can collaborate with your colleagues. All workspaces in an organization function independently from each other, and you can be a member of as many workspaces as you like.

Basic Features In Redbooth

A good way to work is to create a workspace for each project. You can invite the members who will be working on the project and assign tasks to them. A good model to follow is the Kanban method, so read more on it here. For communication that isn’t specific to any task, you can always use workspace conversations.

Finally, you can switch the view of your workspace to show the Timeline view. This is a fantastic way to get a visual overview of how your project is progressing.

Tasks
Once you have created a workspace, you need to populate it with tasks. You can create different task lists for related tasks or different steps of a larger project. Be sure to assign the relevant members to the task and set due dates if you are working to a deadline.

Conversations
Do you want to have an open and collaborative chat with your colleagues? Maybe there is something confidential that you would like to share with certain members of a workspace? Or, maybe you just want to share some updates which don’t belong to any specific task. If so, then workspace conversations are an ideal way to do so.