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

You Have Created a Redbooth Account

Congratulations on signing up with Redbooth! Now you need to configure your profile, invite your team, create workspaces for your projects, and start collaborating on tasks.

Step 1
One of the first things you need to set up is your profile. Don’t forget to verify your account by clicking on the verification link sent to your email!

ConfigureProfile

As shown above, you need to access your profile settings via the top right of your screen. Here you can choose your display name, profile picture, login email, and notification settings. You can also select the language you wish to have Redbooth displayed in.

Step 2
Don’t waste any time — invite your team to Redbooth right away! It isn’t necessary for your colleagues to create their own Redbooth account. All you need to do is invite them and they will automatically have their own account within your organization. This is important to remember!

AddOrgMembers

Once invited, your team members will receive a invitation to their email account. They must click on this link in order to access their account and your organization.

Step 3
Now that your team is on board, why not create some workspaces to collaborate in? A workspace is where you can store all information and action items relating to a specific project. You can add your whole team to every workspace, or only add those that will work on a specific project.

createworkspace2

Create a test workspace for you and your team to get up to speed with Redbooth. A good idea might be to call the workspace HQ. Here, each member can create an introductory conversation as well as test out the different features of tasks and workspaces.

Going forward, this workspace can be used for anything related to your team or office.

Step 4
Get to know your dashboard. This is the hub of your Redbooth and displays any tasks that are assigned to you. It also tracks all updates to tasks that you are assigned to or following.

dashboardupdates

Step 5
Start assigning tasks! Your team will soon be wondering where their workload is, so start creating and assigning them tasks.

AssignTasks

Remember the hierarchy is as follows in Redbooth:

Organization > workspace > task list > tasks

That means that every task will belong to a workspace and a task list.