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Redbooth Templates

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

So you've been invited to Redbooth — and you aren't quite sure where to begin? Not to worry, we're here to help! This template is designed to help you learn everything there is to know about using Redbooth. You'll be an expert in no time!

Redbooth Bootcamp

So you've been invited to Redbooth — and you aren't quite sure where to begin? Not to worry, we're here to help! This template is designed to help you learn everything there is to know about using Redbooth. You'll be an expert in no time!

Redbooth Bootcamp

First Hour

  • Set up your Redbooth profile
  • Link your frequently used applications
  • Set up your email notifications
  • Download the desktop app
  • Add the Outlook or Gmail plugin
  • Download the mobile app

First Day

  • Create a workspace
  • Create the milestones of your project
  • Create your first action item
  • Assign your first action item
  • Set a due date for your deliverables
  • Create subtasks as smaller todo's
  • Check My Tasks for all deliverables assigned to you across workspaces

First Week

  • Check your notifications dashboard
  • Start chatting with the team using Workspace Chat
  • Start a direct chat with a team member
  • Start a conversation to discuss ideas with the team

First Month

  • Use task list templates for repetitive processes
  • Set up a repeating task for ongoing processes
  • Assign subtasks to your team members
  • Format your text with Markdown
  • Bulk edit multiple tasks

Resources

  • Upcoming Redbooth webinars
  • Twitter
  • Redbooth Blog
  • Youtube channel
  • Help Center
  • Workspace examples