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Redbooth Templates

Choose a Template to get your workspace instantly built and ready to go.

Now that you've got your Redbooth account, it's time to get to know the basics — and some special pro tips, too! We've designed this template especially to  help you onboard your team in no time, and get the ball rolling. It's time to work smarter!

Redbooth Admin Bootcamp

Now that you've got your Redbooth account, it's time to get to know the basics — and some special pro tips, too! We've designed this template especially to help you onboard your team in no time, and get the ball rolling. It's time to work smarter!

Redbooth Admin Bootcamp

First Hour: Profile Setup

  • Customize your user profile
  • Choose how you want to receive Redbooth notifications
  • Link your favorite apps
  • Add the Outlook or Gmail plugin
  • Download the mobile app
  • Make sure you and you sttend our Express Onboarding Workshop
  • Check out our Help Center
  • Watch our videos in our YouTube channel
  • Stay tuned for upcoming webinars
  • Interested in reading more about collaboration, and getting productivity tips? Read the Redbooth blog
  • Follow us on Twitter

First Day: Setting up your first workspace

  • Browse other Workflow Templates for inspiration
  • Create processes in Redbooth
  • Create your first workspace for a key process or initiative
  • Invite your team to a workspace
  • Create and assign action items
  • Create subtasks within a task
  • Schedule weekly team meetings to track progress
  • Make announcements to the team with group chat
  • Download our desktop app
  • Ask your team to set up the Redbooth Bootcamp template
  • Ask your team to watch our videos and browse the Getting Started section in our Help Center

First Week: Advanced Settings

  • Turn a chat message into an action item
  • Assign subtasks to your team members
  • Copy and assign a task to multiple team members
  • Set up a repeating task for ongoing processes
  • Bulk edit multiple tasks
  • Format your text with Markdown
  • Reference a task in chat
  • Use task list templates for repetitive processes

First Month: Reporting

  • How is your team's adoption going?
  • Track your team members' work with user reports
  • Workload reporting to distribute work across the team
  • Track progress in your initiatives with workspace reporting