Redbooth FAQs

If you wish to delete your account, just follow the steps detailed below. Please note that deleting your account will not cancel your subscription. If you wish to delete an organization, please follow the steps here:

Click on your avatar in the top right of the screen.

Select My profile settings.

In the My Account section, click on the Account deletion tab.

You will then see a list of all the organizations and workspaces that you are a member of. By deleting your account you will lose access to all of them.

Click on the Delete my account forever button. Please be aware that this action is irreversible.

Smarter Task Assignment

Introducing User Recommendation - the first feature of 'Smart Redbooth' - a collection of tools to simplify task and project management.

The concept behind User Recommendation is to make applying key features of a task (user, due date) both easier and faster. In order to improve this experience, we added a 'smart' layer that is both lightweight and convenient.

Due-date recommendation

This version shows both the User and Due date(coming soon!) recommendations. They are highlighted purple for effect only.

How it works

Location

User Recommendation contains two basic elements. First is the location of the user recommendation feature. It lives right next to your existing user assignment settings, and is activated simply by hovering over the field. To assign users to a task, click the users in 'Assign to'. This is both time saving (fewer clicks) and ensures you are assigning the task to the most appropriate users.

The current drop down of users is still available if you wish to assign to someone else, or use the search feature.

We will also introduce user recommendation in the task card popovers at a later date.

Recommendations

The second element includes the recommendations themselves.

The first recommended user is you, the 'task assigner', which is existing behavior in Redbooth.

The next user is the one most likely to be associated with similar tasks, based on history of that user and task names. We are calling this the smart recommendation because this is the one that the recommendation engine is providing. If you click a smart user, one more recommended user will appear.

The third user is the most popular assigned user in the workspace.

In total there will be four recommendations in this hover area.

User Recommendation as it currently appears. A user is highlighted purple on mouse-hover.

Availability

User Recommendation is currently available for all Business plan and Business preview customers.

User Recommendation is followed by and additional tools to help teams track the progress of their tasks and projects.

Troubleshooting

Don't see the recommendation? If the user recommendation engine does not find a match, it will not always show a recommendation.

Learn how simple it is to turn your project management spreadsheets into streamlined Redbooth workspaces.

Redbooth is constantly working to make managing tasks and projects better for its customers.New features and product improvements will be posted here.

2019 Release Notes

October

Web

Feature:Slack notifications for when a task is renamed

Feature:Emoji reactions on task comments

Feature: Zapier action for subtasks

Feature: Email option to receive notifications for only @mentions

Bug:Task count at the top of task list is incorrect

Bug: Copying task in list view triggers a switch to kanban view

September

Web

Feature: Multi-assigneesin task list templates

Bug:Unable to link Slack account

Android

Feature:

Bug: Notifications not working on Android v9+

iOS

Feature: Notes accessible in read-only mode

August

Web

Feature:Export unlimited number of tasks from Task Overview report

Feature:Slack events for task deletion

Bug:Tags are not showing up in search results

Bug:Daily task email reminders are not being delivered after a few days

Bug:Sorting by tag groups not working

July

Web

Feature: Task List Template

Feature: Search by subtasks

Feature: Filter by tags in Task Overview report

Bug: Workspaces report not rendering correctly

Bug:Workspaces on Task Overview report not sorted alphabetically

Android

Feature:Dynamically resize comment input box

Bug:App crashes on Android v4.4.2

iOS

Feature:Tag creation, deletion and auto-complete

June

Web

Feature:Organization selector in Task Overview report

Feature: Emoji Picker

Bug:Render URLs in comments as hyperlinks

Bug: Task Overview report export unavailable

May

Web

Bug:Export to CSV

Bug: Compatibility issue with Gmail Plugin on Chrome v73

Bug: Google Drive file attachments

April

Web

Feature: Select workspace color upon workspace creation

Feature:Add Russian language support

Bug: Dashboard not loading on desktop app

Bug: Fix discrepancies with tasks count

Desktop

Bug: Apple program file attachments crash desktop app

iOS

Bug: Password input hidden on smaller iPhones

March

Web

Feature: Sort tag groups by priority order

Feature: PDF file attachment preview enhancements

February

Web

Feature: Tag users in description fields

Feature: Search results for private tasks

Feature: Member selection for newly created public convos

Bug: Daily repeat option skips a day

Bug: Display full task path in URL

January

Web

Feature: Disallow selecting viewers in public notes

Bug: Fix issue with switching between task lists

2018 Release Notes

November

Web

Timeline Overview report of multiple workspaces and user filtering

September

Integrations

Clockify - time tracking and timesheet app

Station - unifies all your favorite web apps in a single interface

August

Web/Mobile

Advanced Tags for labeling, organizing and sorting tasks

July

Mobile

iOS - Create, assign, edit, and resolve subtasks

iOS - Create local reminders for Redbooth tasks

June

Product

Task Overview exports now contain 30 day task comment history

Widened Workspace and Task List fields to accomodate longer names

Updated design and accessibility of email notifications

Upload files to workspaces with our advanced file picker

More Repeating task options (quarterly, semiannual, biannual)

Our newest plan - Redbooth Enterprise - now available

Mobile

iOS - New format for 'add a task'

iOS - View task lists in Kanban-based column view

May

Product

Due Date Recommendations released to all Business plan customers

Workspace Header updated to fit smaller screens

Comment count shows in task cards

GDPR projects for consent, export, delete, and more

April

Product:

User Recommendation released to all Business plan customers

Tasks 'assigned to me' now have yellow background, replacing the orange border

Mobile

iOS tasks now formatted as Cards

iOS tasks now show start and end dates

March

Product:

Add List view to accounts signed up after March 2017 (Ranban)

Include 30 day history of task comments in Workspace exports

Show task details in Task Cards

Mobile

We released a widget for Android users

February

Product

Color updates: removing teal, and adding 'Indigo' purple

Font updates: replacing Open Sans with Lato

More info can be found in our Redesign release here

Collaboration

Slack notifications now include:

Comment text and task due date

Conversations, tasks moved, marked as urgent

New format uses fewer lines

Workspace Activity updated, user can fully hide window.

January

Projects

Added 9 new Personal Workspace Colors. Default color of a new workspace is red

Print tasks from Mac App

Mobile

iOS: Merge Updates and My Tasks into My Activity

2017 Release Notes

December

Projects

13 bug fixes in December

Mobile

iOS: Attach files from 3rd party tools

iOS: Show user avatars on task assignment

iOS: Display completed tasks within a workspace

Other

Launched Redbooth Customer Directory

November

Projects

Embed Zapier integration in Workspace Setting

Time Tracking enabled by default for Pro/Business subscriptions

Collaboration

HD Meetings enabled by default for Pro/Business subscriptions

Mobile

iOS: New method to add Task Lists and Conversations

iOS: New users can sign up for Redbooth in app

iOS: Create new workspaces in app

October

Projects

Sort Files by size

Show file storage volume in Subscriptions page

Redbooth is a fantastic platform for communication and collaboration, which is why our Android app allows you to stay just as productive when on-the-go. You can download the app from the Google Play store.

About the Android AppUsing the Android app is similar to using the web platform in Redbooth, although there are certain features which are not available on the app. You log in as normal using your Redbooth credentials.

The default page for the app is My Tasks. This displays all of your tasks that are assigned to you, and are divided by due date. On this screen only, the red circle with a + allows you to create a task in the app.

To navigate through the app, use the bottom bar to get to Workspaces and notifications. By clicking on the icon marked by three dots which is in the upper right corner you can join workspaces, access your settings, and use the search feature.

Notifications in AndroidYour notifications are sorted by time. You can dismiss each one individually or click on the Dismiss All tab at the top to clear all notifications. You can allow push notifications by configuring your settings on the Android device. You can access the notification to view the task or conversation by tapping on it. To dismiss it, just swipe right or left.

We are continually adding new features to the app, however, the Timeline view is not yet available.

If you cannot log into Redbooth then please ensure that you are trying to log in with the correct email address. Remember that only one email address can be linked to each account.

If you cannot remember the password then you can request a new one here.

Should the issue persist, please contact support and provide us with the following:

A screenshot of your browser with the developer tools open and the console option selected

The browsers and browser versions you have tried logging into

The email address you use to log into Redbooth

The name of your organization

Sometimes you may be on-the-go anddon'thave time to check your Redbooth account, or perhaps you prefer to be reminded of things by email. If so, then Redbooth can keep you notifiedof any relevant updates with email notifications.

Access Your Email Notifications

Click on My profile settingsfrom your avatar in the top right of the screen.

Click on the Email Notifications tab.

You'll see options for newsletter and feature, and notification settings for each Organization of which you are a member.

Activity Updates

Select the organizations you wish to get instant notifications from.

Select whether you want to be notified on all tasks that you follow or just the ones you are @mentioned in.

Which type of emails to receive

Newsletter

Every once in a while we email our newsletter named Redbooth Roundup. This is the best way to keep up with new features and best practices using Redbooth. Additionally, we also feature customers and send invitations to special webinars and events.

Features

If you are a new customer, you automatically get this series of emails for you Business Preview. When you upgrade, we'll only send announcements for new features or improvements to your plan.

Chat Notifications

Redbooth accounts with chat enabled can receive instant email notifications of incoming chats.

Daily Task Reminders

This is the most popular email we send. It's a daily summary of Overdue, Upcoming and Urgent tasks that are assigned to you. We recommend receiving this email if you are often assigned tasks in Redbooth.

Workspace Digest

For users and Admins who want a full picture of the projects they manage, the workspace emails are highly valuable. Receive a summary once a day, once or week, or customize your settings for each of your workspaces.

How to select emails

Ensure you have the blue box checked to receive email notifications.

Click the blue Save Changes button at the bottom.

To turn off email notifications just untick the blue box as shown above.

To receive the daily task reminder you must meet the following conditions:

At least 1 task assigned to you is due within the next 7 days

At least one task has been assigned to you in the previous 30 days ora task is less than 7 days overdue

You have logged in to Redbooth in the past7 days

Reply to email notifications If you want to reply directly to a notification from your email inbox keep the following in mind:

Write your answer over the reply line and it will post your answer in Redbooth

All followers of that task or conversationwill be notified

Any attachments added to your email will be posted with your reply

If you begin your email with a #command, you can manage its status from email

To assign the task to the member @username use #username

To mark the task as resolved use #resolve or #resolved

The first step is to ensure that you have your email notifications correctly configured and that you know what will trigger a notification.

If you stillaren'treceiving email notifications, then it is likely that your email providers filters are too strict and are blocking emails coming from our domain and IP addresses. Please check your spam filters and white-list the following domain and IP addresses:

Domain > reply.redbooth.comIP addresses > 166.78.69.64, 166.78.69.85

Still have issues after both these steps? Get in touch with our support team and provide the following information:

Email address you use to log into Redbooth and those of others who are affected

Email provider you are using

Date from which this issue started occurring

At Redbooth we love to promote productivity and collaboration.Find out how you canbuild your own appwith our API, a fantastic collaboration platform, and integrate itwith other services in order toreachthe best performance for you and your team.

How to build your own APIIn order to get a developer account, just create a trial account and start using it. Sign up here.

Register your appand get theClient IDand Client Secret that will give you access to the Platform. Register your app here.

Go through the Oauth2 authentication process and get thetoken that will open your door to the API. Check our authentication guide.

Find outmore about RedboothsAPIs and discover the infinite opportunities of this platform.We recommend you get familiar with the different endpoints of the API using the documentation. Here is an interesting read to start consuming the API using curl: 10 uses for cURL worth knowing.

Find more informationat [email protected].

In a Redbooth organization, there are three different user roles admins, participants, and externals. You can view each of the user roles in the table below.

Action

Externals

Participants

Admins

Access To Workspaces

Access workspaces they are invited to

Access self created workspaces and ones invited to

Access all workspaces

Creating and Resolving Tasks

Create and resolve tasks in workspaces they are invited to

Create and resolve tasks in own workspaces

Create and resolve tasks in all workspaces

Invite Users To Workspaces

x

Schedule HD Meetings

x

Timeline View (Gantt)

x

Change User Role

x

x

Inviting Users To Organization

x

x

Archive, Delete, Rename Workspaces

x

x

Updating Billing Information

x

x

Export / Backup Organization Data

x

x

Remove Members

x

x

Delete Organization

x

x

Delete Members

x

x

x

Delete Members' Tasks

x

x

If you are an organization Admin, you can change the role for any user by following the steps here.

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 1One 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!

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 2Don'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!

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 3Now 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.

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 4Get 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.

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

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.

Calendar reporting allows you to stay organized and report on the number of active and resolved tasks each team member has. This reporting feature is available to all subscriptions, but external users do not have access.

Click on the Reports tab across the top of your screen and select Calendar from the drop-down menu.

Narrowyour search by using the filters available at the top of the page.

You can scroll through the different months by using the directional arrows beside the current month. It is only possible to view one month at a time.

Click on any task to view it in detail.

Hover over a date to add a new task. The option to add a task will appear in blue.

You can print the calendar by clicking on the print icon in the top right. Ensure to print it in Portraitmode.

Note that only tasks with a defined due date will appear on the report. A count of subtasks will appear if:

The subtask is assigned to the logged in user

The main task has a due date

You can use the Task Overviewreports to view all tasks and subtasks assigned to a specific user.

Watch our 90-second video that shows you the Calendar Report in action.

The Timeline View is Redbooths version of a Gantt chart. It is available in all of your workspaces and offersyou a visual overview of how your project is progressing. Professional and Business subscriptions can enjoy the added benefit of task dependencies as well as the ability to export the Timeline.

To get to the Timeline View, click the below icon in the top right hand corner of your workspace.

Tasks in Timeline are color-coded to indicate their status:

Active tasks are blue

Overdue tasks are red

Resolved tasks are green

Below are some helpful notes for reading your Timeline.

Only tasks with defined start and end dates appear in Timeline

Repeating tasks are not visible in Timeline

Urgent tasks are marked by an exclamation icon in the task list

Task lists are dividedby purple bars

You can show or hide resolved tasks under Options

Start dates and due dates can be modified by dragging the handles on either side of the task

View bydays, weeks or months to get the overview that you need

The Timeline shows one year in the past and one year in the future

Task ListsThe length of the task list bar is determinedby the duration of its tasks. The shading indicates the overall progress of the task list.

To collapse or expandatask list in Timeline, click on the task listin the left menu.When the task lists are collapsed, the purple task list bar is visible, providing a high-level overview of the progress and duration of the task lists.

Order of Tasks in TimelineThe order of tasks on Timelineis automatically determined:

Task lists are orderedby the earliest task start date

Tasks are orderedby the earliest start date under their respective task list

Any alterationsto start dates will change the order of tasks and task lists

Start and Due DatesYou canalterthe start and due date of a task in Timeline by clicking and dragging the ends of the taskbar. You can also move the entire taskbar by clicking and dragging from the center of the taskbar. Note that tasks without a due date do not appear in Timeline.Alteringthe durationof the earliest task in a task list maycause the task list order to automatically change.

Multiple Assignee Tasks on TimelineIf you have a task that has multiple assignees, it will show up in the Timeline with the avatar of the firstassignee. It will also have a small green icon indicating multiple assignees. You need to click on the task to view other assignees.

Workspaces are where you create tasks, interact with your colleagues, and store all of the information related to your project. Once a project comes to an end, you can choose to delete or archive the workspace.

Create a workspaceThe first option is to click on thequick create buttonin the top right of your screen.

Choose a workspace name you can later edit it from the workspace settings (only organization admins and workspace creators can do this).

Click on Save.

An invite menu will pop up so you can addyour colleagues to the workspace.

Alternatively, you can add a new workspace fromthe workspace tabacrossthe top of your screen.

Archive a workspaceIt can only be archived by itscreator ororganization admins.Free subscriptions have a limit of 2 active workspaces.Archiving workspaces allows you to keep all of the data intact without deleting an entire project.

Open the workspace that you want to archive.

Click on thesettings gear at the top of the page.

ClickArchive from the menu on the left.

Select theArchive this workspacebutton as shown below.

To unarchive a workspace:

Click on your profile and select Manage my organization.

Go to the Workspaces tab archived workspaces display a buttonsaying Unarchive.

Click on the Unarchive button and your workspace is ready to use again.

Delete a workspaceDeleting a workspace in Redbooth is an irreversible action. If you delete a workspace it cannot be recovered and you will lose all your data inside. Deleting a workspacecan only be done by itscreator ororganization admins.

Deleting a workspace cannot be undone and we cannot recover deleted data for you. We strongly advise you to archive workspaces instead of deleting them. Archived workspaces can be unarchived at any time, ensuring you keep all your data accessible and safely stored.

The Manage my organization page allows admins and participants to manage various features and options in Redbooth. Changes made to your organization settings will apply to all users.

1. Click on your avatar and select Manage my organization

admin or participant

2. Depending on if you are an of your organization you will see different options available to you under your organization.

Participant Options

Admin Options

When creating a new task list in a workspace, you can use an existing task list template.

1. Click the + button and select Create a list.

2. Enter a name for your task list, click on the dropdown list under "Template", select the template you wish to use and hit Create.

3. You should see a new tasklist appear with tasks from the template you chose.

Once you save a task list template you can edit the template directly. Alternatively, you can create a task list template from scratch.

1. Go to Manage my organization.

2. In the left navigation panel, select Task list templates

3. In task list template you wish to edit, click on Add new task for this templateto add more tasks.

4. You can also edit existing tasks by clicking on the down arrow next to the task and selecting Edit. You can do things like add subtasks and update the description, update the due date and more. Once you are done making changes, be sure to hit the Updatebutton.

If you wish to create a task list template from scratch rather than saving an existing task list as a template, you can do that from the task list templates settings.

1. Go to Manage my organization.

2. Select Task list templatesin the left navigation panel.

3. Click on New task list template.

4. Enter a name for your task list template and hit Create.

5. Enter a name for the task, add subtasks, watchers, assignees, task duration (days), description and hit Create.

6. You should now see a new task list template with the task you created.

If you have a task list that you would like to reuse, you can easily save it as a template.

1. Click on the task list settings.

apply the task list template

2. Select the Save as Template option. You should then see a "Task List Template Saved!" message.

The saved task list template will contain the tasks and assignees from the original task list. It will also automatically calculate the task duration in days for the tasks based on the due dates from the original task list and date the task list template was saved as shown below.

When you save a task list from a task list template, the task due dates will be determined based on the current date and the duration of each task in the task list template. You can edit the task list template at any time.You can now to any new task lists you wish to create.

If you are the admin of a Professional or Business subscription then you can add or remove seats.This allows you to then add more users to your subscription. If you are on a monthly subscription and you reduce the number of seats during your billing period, you will not be able tomake any further changes until the end of the billing period.

Click on your avatarin the top right of the screen.

SelectSubscriptions and billing.

SelectManage subscription.

Click on the blueManage subscriptionbutton that then appears on the right of the screen.

You can then add or remove seats by clicking on the + and symbols. The new price of your subscription will automatically be reflected below.

Add your credit card information, accept the terms of service, then click Submit. Note that if you remove any seats after you have renewed your subscription that we will not refund you for this. Instead, you will renew your subscription in the future for the new number of seats. If you add seats, we will charge you a pro-rata amount.

Updating your subscriptionIf you have an old Redbooth account and we no longer offer the plan you're on, you will not be able to add or remove seats unless you update to a current plan. You will see the message "The plan you originally signed up with is no longer offered by Redbooth. To make any changes to your subscription, select from one of the plans below."

Select the plan you'd like to update to, and you should be able to change your account.

You must use a web browser to perform this action. It is not possible to do it on the Redbooth desktop app.

We introduced the Workspace Activity feature to give you a centralized place to collaborate with your team for each specific workspace.

To access your Workspace Activity, click on Activity at the top right corner of a workspace view to expand the side panel. Expand the panel to a width of your preference by dragging the left border to the left. You can easily close the panel by clicking the [x] in the upper right, dragging the left border all the way right, or by double clicking anywhere in the left border.

Workspace activity is dedicated to tracking actions made inside the workspace. Think of it as a feed with the workspaces history. The following actions are added to your Workspace Activity:

members joined

members left

tasks created

tasks resolved

Additionally, you and your teammates can chat inside Workspace Activity to stay in sync on the projects tracked in the workspace. Mentioning@username will send a notification to that user. Use this when you want to notify the user about an action or message in the feed.

Workspace Activity also provides you the ability to upload files to the workspace. Click the paperclip icon on the bottom right of Workspace Activity to open the file upload modal. Select the file you wish to add, and this file will be added to the workspace files (accessible by navigating to the files section of the workspace).

If you regularly collaborate with clients or temporary workers, then it is better for you to invite them as an external user with limited capabilities. This means that they will not occupy any of the paid seats in your subscription. You can only add external users to the workspaces that you would like them to participate in, not to organizations. Only Professional and Business subscriptions can add external members.

Click on the workspace that you would like to add the external member to.

Access the members section by clicking on the Members tab across the top.

Enter the email address or name of the external on the empty case displaying Add a member.Please keep in mind it isn't supported to invite externals using the blue button.

Click on the Invite as an external option.

An email will be sent to the member advising them that you have invited them to the workspace.

Learn how to add your team to Redbooth.

Do you have a main task that requires the completion of smaller tasks? If so, subtasks are exactly what you need. These lightweight bullet points can be added to a main task and can be checked off upon their completion. URLs are not active in subtasks you must copy and paste the URL to access the page.

If a subtask is considered important enough that it warrants its own task, you can promote it into a task. Just hover over the subtask and click on the arrow icon. Promoting a subtask to a task is an irreversible action.

When a main task is resolved, all of the subtasks are automatically considered resolved

Subtasks have a limit of 255 characters

They are not visible on Timeline view

Business users can assign and set due dates on subtasks

Below are some of the most common and frequently asked questions about billing and subscriptions. Take a look at our pricing page before getting started.

Where is my subscription and billing information stored?Organization admins can access their billing and subscription information here.

Who has access to subscription and billing information?Only organization admins can access this data. Participants and externals can see theSubscriptions and Billingmenu option but cannot see or access any data.

Where are my invoices?Your invoices are stored in theSubscriptions and Billingsection of your menu.

Click on your profile avatar in the top right of your Redbooth account.

SelectSubscriptions and Billing.

Click on your subscription on the left menu.

Click on the tab markedInvoices.

You can view, download, and print all of your invoices.

Can I change from a Professional subscription to a Business subscription?Yes, you can upgrade to a Business subscription at any time by going into Subscriptions and Billingsection of your menu. A pro-rated credit will automatically be applied to the upgrade.

How canI change my billing information?You can edit your billing and invoice information directly inyourSubscriptions and Billingmenu. The changes will only affect future invoices. If you need an old invoice edited then pleasecontact us.

How do I add seats to my subscription?You can add seats to your subscription byfollowingthese steps.

Can I add new members to Redbooth if all my paid subscription seats are occupied?No, you will first need to add a seat to your subscription. You can then add the new member.

I need to cancel my subscription immediately, but how?Only organization admins can cancel a subscription. Please follow these steps. Note that deleting your account or organization does not cancel a paid subscription you will continue to be billed.

You still have access to your Redbooth account until the end of the current billing period, even after canceling.

How do I renew my subscription?Your subscription will renew automatically. If you do not wish to renew, please cancel your subscription before the renewal date.

Can I access my account after a cancellation?If you need to access your Redbooth account after a cancellation, you will need to reactivate it.

Can I change from a paid subscription to a free subscription?Yes, please read the guide here.

Can I upgrade my free subscription to a paid subscription?Yes, please read the guide here.

My Business Preview ended. Can I upgrade to a Business account to keep the features?

Yes, please select either the Pro or Business plan on the upgrade page to keep the paid features. Otherwise, your account will change to a Free one.

For many companies, collaborating with external clients and temporary workers is an integral part of their day. Redbooth facilitates this process by allowing you to add these workers as an external member.

These workers do not occupy any paid seats within your subscription. They can easily collaborate with you and your team within the workspaces they are added to. All external members are subject to the certainlimitations which you can read about here.

How to invite external clients and workersInviting your external clients and workers to Redbooth could not be easier. They do not need to have a pre-existing Redbooth profile to be invited.

Just follow these steps to invite them to aworkspace.

Repeat the above steps if they need to be added to more workspaces.

They will receive an email inviting them to join.

They must click on the link in the email to access Redbooth.

Once they have clicked on the link, they can immediately begin to collaborate with you and your team on the project.

General information on external clients and workers

They cannot be invited to specific tasks only.

It is not possible to set custom limits on what an external can and cannot do (view only, edit only, etc.).

They do not occupy paid seats in your subscription.

They can interact within the workspaces they are invited to. This includes commenting on, creating, and resolving tasks.

They can create private tasks.

They can view public files in the workspace.

They cannot view information in workspaces they are not a member of.

They do not have access to any billing information, nor can they access the reporting features.

They cannot create new workspaces or add members to your organization.

Limitations aside, an external member can be treated like any member of your team in Redbooth. They can collaborate in a fully functional manner with the workspaces they are invited to. If you are looking for more information, watch the following video on how to work with client projects.

All organization admins have access to theirSubscriptions and Billingmenu. From there, you can view all of your subscription invoices.

Click on your profile avatar in the top right of your Redbooth account.

Select theSubscriptions and Billingoption.

Click onManage my Subscriptionand choose the option markedInvoices.

Your invoices will appear on the right of the page.

Download and print your invoices by clicking on the print icon.

Assign tasks to your colleagues to help push your projects along.

The image above shows you how to quickly assign and reassign a task from within the task list view. You can also enter into the task to assign and reassign it.

FollowersA task follower is different to a task assignee. A follower will receive updates to the task in the Dashboard > Updatessection,but it will never appear in their Dashboard > My Taskssection. This is a good way to keep members of your team updated on a task without assigning them to the task.

Open up a task.

Click on the followermenu that is marked with the icon of two profiles.

Enter the users name or select from the list available.

Click on the box to the right and it will turn blue.

Click the blue Done button. If you do not do this, your changeswon'tsave.

Another option is to @mention a colleague in the task description or a comment on the task.Mentioning someone with @username in a task they are not a part of will automatically make that user a follower of the task. The same applies to conversations.

You can simply type in @ and choose from the list of users displayed. Select @all to get the attention of all assignees and followers.

Professional and Business subscriptions can add multiple assignees to tasks!

You can synchronize Redbooth to aweb calendarsuch as Google, Yahoo, Microsoft Outlook, or iCal. This is a great way of seeing your tasks without the need to always have Redbooth open. Note that it may take up to 24 hours for your tasks to sync with the Google calendar.

Sync with Calendar

Click onMy Profile Settings and then click on Subscribe to Calendars in the bottom left.

If you have never done this before, click on Generate token to allow Redbooth to sync with your calendars.

Then, select Show in your calendar manager.

You can subscribe to specific projects or all projects, and also choose to only push tasks assigned to you, or all tasks. Clicking on the Subscribe button will launch your predefined calendar in an external window. Confirm and you are all set.

Alternatively, you can also subscribe manually:

Click on Add manually.

Select all projects or one project, and choose to subscribe to all tasks or only my tasks.

If you selected to show tasks in your default calendar manager, the system will display the URLto be added after you click on get link to subscribe. If you chose to add this URLmanually, you will need to import the URLyourself. For example, in iCal, click on New Calendar Subscription and enter the URLdisplayed under the project in Redbooth.

NOTE: If you want to sync your tasks to your mobile calendar, just sync them to Google, and then sync thatto your mobile device.

iCal and Outlook

In order for tasks to sync correctly, you should be logged into Redbooth with your system browser that is, Safari for OSX and Internet Explorer for Windows.If you want to unlink the iCal calendar, just follow these simple steps:

Open iCal.

Click on Calendars in the top left.

Select Delete.

If you notice that your name is not appearing as you wish in Redbooth, just follow these easy steps to change it. Please note that you must confirm your account before you can change your name. Check your emails (dont forget the spam folder) for the email asking you to confirm.If you still can't find the email, please contact our support team.

Click on your avatar in the top right of the screen.

Select My profile settings.

Choose the Profile information tab from the left menu.

Click on the blueEditbutton and enter your first and last name.

Once you are finished, hit theSavebutton.

If you would like to change your username to be something other than the default username, just follow these easy steps to change it. Please note that you must confirm your account before you can change your username. Check your emails (dont forget the spam folder) for the email asking you to confirm.If you still can't find the email, please contact our support team.

Click on your avatar in the top right of the screen.

Select My profile settings.

Choose the Account settingstab from the left menu.

Update the username field.

Once you are finished, hit theSavebutton.

A large part of staying productive is being able to easily copy repetitivetasks or projects.Copy any of your workspaces if you follow the same workflow each time.

Information copied over:

Tasks

Subtasks

Task descriptions

Task lists

Resolved tasks and subtasks will be automatically unresolved in the new workspace.

Information not copied over but which can be added later:

Start and due dates

Assignees

Comments and attachments

Conversations

Workspace members

With the Slackintegration, you can collaborate and manage projects between your preferred tools for project management and team chat.Team members are able work in their environment of choice, and can take action from Slack using Redbooth commands.

How The Slack Integration WorksAfter you have linked your two accounts, you canmonitor your Redbooth workspace activities via Slack. You can:

Connect multiple Redbooth workspaces to multiple Slack channels.

Get updates from tasks and task comments in real time.

Make task updates to Redbooth using the /redbooth help command

Coming soon: Additional notification and settings, quick action buttons in Slack

This is a trail message integration, so group chats in Slack are not shown in Redbooth and vice-versa.The notifications that you receive are for the creation and the resolution of tasks. You can also change your settings to show desktop notifications, or activate push notifications if you have the mobile app.

"Add a task" /command in Slack will only work if one workspace is connected to that Slack channel. Additional fetch and update commands will still work with multiple workspaces.

Example of a Slack notification from Redbooth

Redbooth commands from Slack. Type /redbooth help in Slack to view command list.

Connect The Slack Integration

You can sign up through the integrations home page,and setting up the connection to Redbooth is quick and easy. Just follow the steps below.

Please note that only organization admins and workspace creatorscan make this connection. After the connection is made, all the users in the workspaces can then use the integration by referencing the (#) hashtag.

Go to a workspace and select the settings icon.

Click theIntegrations button and select Connect to Slack.

Authorize the connection in the next screen.

Now you are connected.

Redbooth offers a wide range of reporting features which cover all of your reporting needs. The different reporting tools available let you create the precise reports that you need.

All subscriptions have access to Calendar and Task Overview reporting. The following are exclusive to either Professional or Business subscriptions.

BusinessReporting

Workspace ReportsUse this report to see how many tasks each workspace member has assigned and whether they are active or resolved.

User ReportsGet an overview of a specific users recent activity, including overdue and pending tasks.

Professional Reporting

Task Overview Reports Use this report to delve into all of the tasks in your organization. Business subscriptions enjoy extra filtering options.

Tasks by User Reports This report gives you a detailed view of each users assigned tasks, including all resolved tasks from the previous 7 days.

Calendar Reports See each members tasks in a calendar view, which makes it easier to visualize due dates.

Workload Reports Overview, adjust, and improve your teams workload with this useful reporting tool.

Time Tracking Reports Use this report to gain insights into the amount of time spent on specific tasks.

If you are a Professional or Business user, or a user on the Business Preview you can utilize the exclusive features outlined below. Use these extra features to add a subtask, make a task private, and view file previews. You can also add time to a task ideal for tracking productivity, as well as schedule and host video conferences with HD meetings.

Please note the Business Preview accounts have access to these exclusive features for 2 weeks. After this, you will have to upgrade to keep the features. If you opt out of upgrading, your account will be downgraded to the Free plan.

Multiple assignmentThis is ideal for when you need to delegate a task between multiple users. Using multiple assignees is simple:

Openthe task and click on Assign the task.

Type the names of the assignees or choose from the suggested assignees.

The first assignee is considered the main assignee and is the one whos name will appear in any task reports. Their profile icon will also appear in the task list. You can click and drag the assignees to change the order.

Alternatively, you can add assignees directly from the task list by clicking on the assignee icon to the right of the task. You can also quickly reassign a task this way. Enter the name of the new assignee and click on the arrow to the right.

Subtask assignment and due date (Business only)If you areon a Business subscription then you have access to extra subtask enhancements. You can assign a subtask to a colleague as well as setting a due date.

Private tasksOrganization admins can enable and disable this feature from within their organization settings. Private tasks are ideal if you are collaborating in a workspace but need to keep a certain task confidential. This is particularly useful if you work with external clients or temporary workers.

You can make a newly created task or an existing task private

Only the task assignees and followers can view the task

It will appear as normal in the task list, but marked with padlock symbol

The task counter at the top of the task list includes private tasks, even if you cannot see them in the task list

File preview in tasksNot only can you see image previews in task comments, but you can also view documents such as PDFs in a preview mode. The ability to directly preview a document within a task comment, without the need to download it, is a great time saver.

You also have the option to see the preview in full screen or to directly download the document.

Time tracking in tasksOrganization admins can enable and disable time tracking from within their organization settings.

HD MeetingsTo schedule an HD Meeting, just follow these steps:

Go to the HD Meetings tab on the top of your Redbooth page.

Hit theSchedule a Meetingbutton.

Choose the day, starting time, and duration.

Click onRepeatif you want it to be a repeated meeting. You can choose how often it will repeat for.

Click on theCalendarbutton to choose the calendar where you want to schedule this event and hitSchedule.

Invite members to the meeting via the calendar.

Up to 100 users

Once an HD Meeting is created, any changesor updatesmust be done through the calendar where you have created it. You can access the meeting via the generated Zoom URL. Only the meeting creator can start the meeting and organization admins can enable or disable this feature.

Note: Business Preview customers do not have access to HD Meetings during their free 14-day trial. If you'd like to test out this feature during your trial, please contact our support team using our Request Form.

This video is the perfect way for you and your team to get started with Redbooth! Getting organized and keeping projects on track is right around the corner.

Learn how to add time spent to any task and generate time tracking reports for you and your team. This is exclusive for Pro and Business subscriptions and must be enabled within the organization settings by the admin.

Redbooth is excited to release several new features designed to help our users organize tasks, plan projects, and customize the experience for their specific needs.

this article

New workspace design. Details subject to change before release.

Over the next several weeks, we will roll out a series of updates to Redbooths design, workspace navigation and task details. Information for each update is highlighted below.

Our product roadmap comes directly from our users through interviews, real world testing, and feedback from users. If you feel strongly about something, please let us know!

Product-wide design updates

Colors

We begin by updating and expanding the global color palette, including replacing the teal blue with a new "Indigo" purple for tasks, buttons, hover-states, text field borders, and more. Users will notice this change on many of our non-product pages including login, billing, and plans.

After many years of omitting 'red', we felt it was time to carefully include this sensitive color by introducing just a touch of it with our Redbooth icon and new workspace color options.

The product navigation bar (the top row) will feature a white background and grey text that turns Indigo purple when selected. Users will also notice the addition of the Redbooth icon on the top left, which will take you to the dashboard.

The names of our two new colors are Indigo purple and London red.

Fonts

Following the color update we are introducing a new font "Lato' that will be aligned across our marketing website and all Redbooth products.

The rollout for fonts and colors was completed in late Feb and early March.

Improvements to Workspace Navigation

Teams spend most of their time in Workspaces, organizing tasks and planning their projects. Because of its importance, this is the first feature we wanted to improve.

Updates to the Workspace will start with navigation. Our goal is to make accessing the views and features of workspaces as clear and simple as possible.

Views

There are several ways to interact with workspaces, and users wanted it to be more intuitive to switch between the views. We are simplifying access to Side, Column, and Timeline Views by converting these buttons to icons and aligning to the left.

The 'List view' will show task lists in a vertical scroll format, which is more intuitive for some use cases than the left-to-right scroll of a Kanban board.Redbooth users prior to 2017 will recognize the Size view, but it will be new for anyone who signed up since January 2017.

Updates Views, location, and icon format were released in mid March.

Features

Tasks, Conversations, Files, and Notes were centered and changed to text from icons. Their new location in the center of the screen makes for easier identification and selection when you need to quickly navigate between them.

This update does not include changes to the features themselves.

Menus

Less frequently accessed Settings and Members pages are moving to the right side of the navigation view and will still be identified as icons.

The Workspace Options menus will include both Sort, Show, and Actions. Improvements to Task sorting make it easier to sort and identify tasks by due date, assignee.

Task Cards and details

Following navigation we will release some of our most exciting workspace improvements, including task cards and details. Users in a workspace will now see much more detail about their tasks, and in a new format that matches the real behavior of a task.

Card Format

Redbooth tasks have unique qualities to them, but are hidden when shown as standard lists. Drag and drop and multi-select functionality were not clear, and the view feels like a simple to-do list. But in team project management, tasks are living entities and to highlight that unique character, we are updating the task to a card format.

Task Details

Cards will surface task details that provide important task information without having to click in to the tasks to view. Thanks to everyone who voted in our forums; this is one of our most popular request. To view more details on Task Cards, please read .

# of comments on taskWhen viewing all tasks in in the workspace, it can be difficult to see which tasks are being commented on by your team. We will show the # of comments in a task alongside a small icon.

Subtask + subtask ratioBeneath a task are many, sometimes dozens of subtasks. We are surfacing the number of subtasks, including the number of completed subtasks. 1/2, 3/5, etc. We are introducing color to indicate two additional states of subtasks.

If any of the subtasks are assigned to you, the subtask icon is dark grey.

Note: Deleted subtasks and comments will not be counted in the task card totals.

Multiple assignee avatarsIn order to view multiple assignees to a task, we are updating the task card to show the first three users assigned. This is an increase of the 1 avatar currently shown.

Due dates and date rangesTo preserve valuable space in a task card and make it easy to read, we are removing the date suffixes.

Current format: Feb 1st - Feb 12th

Updated format: Feb 1 - Feb 12

Task Cards and Task Details will start rolling out in March (updated).

Tags

Following the color, font, task card, and workspace design updates, we will release Redbooth Tags, an advanced tagging system that will allow teams to organize tasks with Status, Priority, and additional tagging grouping options.

Tags will be available to all user in May(updated). Stay tuned for more details!

August 2018

Tags will soon receive a major update on Aug 16th. The Tags features was inspired by our customers wanting better customization and organization in their Redbooth projects. Thanks to the many Redbooth users who shared their ideas with us.

Tags includes many benefits to your use of Redbooth, and results in several changes to current tags. This article is important if you currently use Tags and/or want to improve your Redbooth tasks with additional fields, colors, statuses and more.

Advanced Tags

Redbooth Tags are an advanced method for adding additional fields to your Tasks, Conversations and Notes. The ability to label, color, categorize, and sort tags allows users to customize their task management more personally and effectively. Tags also includes settings for Priority, Status, and a flexible Tag Group option to create any category of related tags.

Apply a tag by clicking on the tag bar below the title of a Task, Note, or Conversation.

Tags includes several components that work to provide the ultimate tag experience.

Tag Picker. Easily apply or create new tags.

Tag Library is a central place for all of your tags.

Tag Groups are custom lists or related tags (default includes Priority and Support)

Sorting Tags. The tag order is reflected in the Sort and applied to tasks in the workspace.

A few notes on Tags:

Tags are saved at the organization level.

We migrated any "#tags" created previously in your account to the library.

The default tag color is slate grey. There are 16 total colors to choose for tags.

Tag names are case sensitive. Spaces in tags are replaced with -

You no longer create a tag by adding a #tag to the task name.

Existing # hashtags will be converted into your organizations tag library

Participants can create tasks, but only Admins can edit or delete them.

Free plan: Create tags with default color. Default Priority and Status tags.

Pro plan: Select colors, edit Priority and Status tags including tag names, details and tag order

Business plan: Create custom tag groups.

Tag Picker

The tag picker contains all tags in your library, and allows for easily searching, creating and adding tags to tasks. This is the Tag element you will interact with the most because is it activated anytime you click on the tag bar in Tasks, Conversations and Notes. With the tag picker, users can:

View all tags

View tags by group

Create new tags

Quick access the Tag Library

The tag picker will auto-select available tags based on your text. When a tag name is at the top of the picker, simply click [Enter] to select. Click [Delete] to remove the applied tag. If the picker does not detect an existing tag, click [Enter] to create a new tag.

Pro and Business Admins can apply a color to the new tags in the Tag Picker.

Tag Library

The Library is a central place to manage all tags and tag groups in your Redbooth organization. Because of the power of tags, many of the tag settings are accessible only to Admins. When creating Tags, we migrated any existing "#tags" in your tasks and they will appear in your Library. Be sure to edit and delete any tags that are no longer important.

Creating Tags

Before creating a new tag, search to see if it already exists. If not, click Create Tag to get started. New tags are automatically added to the ungrouped tags.

Free: Create custom tags

Pro and Business: Assign a color and group

Editing Tags

Before deleting tags, it may be good wise to simply edit them. Rename, change colors, and more. This change will apply to all tags used throughout Redbooth. If you have a lot of tags, it can take 1-2 seconds of the edit to update.

Only Admins can edit tags.

Deleting Tags

Sometimes a tag is no longer useful and is better to be deleted than misused. Deleting a tag will remove that tag everywhere it is used. This cannot be undone, so make sure you are deleting the right tags. If you have lot of tags, please note it can take 1-2 seconds to delete a tag.

Because of the potential mishaps with deleting tags, only Admins can delete tags.

Tag Groups

Add additional organization to your tags with groups. A tag group is collection of related tags, to easily manage and track your different tag functions and apply a sorting level when viewing tasks in workspaces. Tags with 1 will show first in the workspace sort. New tags will automatically be added to the bottom of the tag order. Drag and drop tags to reorder their sort.

Priority and Status

Every Redbooth account comes with two default groups: Priority and Status.

Pro customers can edit the tags in the default groups.

Business customers can create new groups for their specific tag needs.

Examples of Tag Groups that inspired this feature:

Task size: Small, Medium, Large. 1,2,3,4,5.

Time: Days, Weeks, Months, Quarters, Years.

People: Users, teams, customers/client names

Personal: Anything that applies to your specific business or industry

Notes:

You cannot repeat tag names in groups. Delete a tag group (Biz only) will not delete the tags. They will move to ungrouped.

Sorting Tags

Tags become even more powerful when organizing tasks in a workspace. Using the tag order that is enabled for each tag group, the sort can be applied to the list and column views of each workspaces.

Teams who wish to organize tasks in a specific order of priority, status, or any other way will be able to sort their tags in a single click from the Sort setting in the top right of the workspace.

A new Sort menu item powers all task sorting now. Users can apply one task sort (Due date, Assignee) and one tag sort simultaneously.

Tags on Mobile

Redbooth will offer the ability to view, apply, and create options on mobile devices. Editing and deleting of tags are not available on mobile.

iOS

On iOS, users can view and create tags on cards and tasks.

Android

On Android, users can view tags on cards and tasks.

Learn how to copy a task, task list or workspace to quickly create repeated workflows.

Collaboration is all about team effort. The nextstep after creating your account is to invite your teammembers to your Redbooth organization. This will allow you to start interacting and sharing work with your colleagues and clients.

Every member of your team will receive their invitation by email, so ensure that you are sending it to the correct email address. They must accept the invitation by clicking on the link in the email. The easiest way to invite your team is by using the +Add Members button found each Workspace, or in your Organization Settings.

In each Workspace, the person icon shows current members and allows you to invite new users. After clicking +Add Members, you can invite people by email, or select anyone "In your network' who is in a shared organization as you. This can be your current organization, or members of other organizations you belong to.

Need to add a whole team? Simply separate email addresses with a comma, or line break.

Alternatively, you can go directly to your organization settings:

Click on your profile in the top right and select Manage my organization.

Access the Members section.

Click on Add multiple members.

Enter the email addresses of users.

New members will always be organization participants. However, you can click on the drop-down arrow beside a newly added member to change their role to that of an admin or external.

An important part of project management is the ability to have different tasks running concurrently.A lot of the time, tasks are dependent on the completion of others. Timeline View is the only place where you can create task dependencies in.

You can only create hard, finish-to-start dependencies in Redbooth. Changing the end date of a parent task will not change the start date of the dependent task.

Hover over the desired task in Timeline view.

Click on the orange dotthat appears to the right of the taskbar.

Drag and drop the orange dot on the task you want to make dependent.

The dependency will be represented by a black line.

You can only create a dependent task if the start date is the same day or later

You can only create dependencies between tasks in the same workspace

Dependencies are available only on the Pro/Business plans

Timeline Overview easily allows you to manage multiple workspaces in a single timeline view (Gantt chart). You can filter your Timeline Overview by workspace or members.

For more information, check out our Timeline View article.

Timeline Overview is available on the Business plan.

Combine Timelines From Multiple Workspaces

1. To view multiple workspaces on a single timeline view, click onReports -->Timeline Overview.

Timeline View

2. You should see a report similar to the one shown below.

3. Using the Report Builder, select the workspaces you would like to see added to a shared timeline. This populates your timeline with tasks including the assignees, durations, and status.

Filter Tasks By Assignees

You can also filter based on members of your organization. To find the tasks that have been assigned to someone from different workspaces, filter by one or more assignees.

Collapsing Lists

Customize your view further by collapsing task lists to hide specific tasks from your timeline. By default, resolved tasks are hidden but you can easily show them in the timeline from the dropdown menu at the top-right.

Timeline View Functions

Timeline Overview also offers the same task management capabilities as your workspace . You can click into any task for more details, change dates, and add dependencies on the fly. When youre ready to schedule additional work, toggle the filter to show tasks without dates to push your project closer to the finish line.

As a participant,youhave the following abilities in your organization:

You can join existing publicworkspaces

You cannot invite newmembers to the organization

You can add existing organization members to any workspace that you are a member of

You can add external users to workspaces

You can view the list of organization members butcan'tchange roles

If you areboth the creator of a workspace and an organization participant you can:

Archive and unarchive a workspace

Delete a workspace

Rename a workspace

Importingtasks from an Excel or any other Excel-style document like CSV or Google Sheets is really quite easy.

Select the rows you would like to import and right click to copy.

Go to the workspace in Redbooth where you would like to import the tasks.

Click on Add a task and then right click to paste the tasks.

Organizations admins can change the role of a Redbooth user.You can choose to make a participant an admin. In Redbooth there are currently 3 types of roles:

Admins

Participants

Externals (Professional and Business only)

Only Professional and Business subscriptions can invite externals or change an existing user to that of an external.

Click on your avatar and selectManage my organizationfrom the drop-down menu.

SelecttheMemberstab on the left menu

Navigate to the member whose role you would like to change.

Click on the icon that appears and select the new role.

See how Redbooth can work for you and your team with this quick overview to get you started.

Did you know you can import tasks and projects from Excel into Redbooth? Just follow the steps below to seamlessly import your data!

1. First, find the import button in the relevant workspace you wish to import your tasks and task lists.

2. Once you click on Import, you will get a pop up screen showing how the data in your excel file should be formatted. Make sure you match the format of your excel file to the format shown here.

3. Click onGot it, import my file and select the .xlsx file you wish to import. - Note, Redbooth only imports .xlsx files. Please make sure your excel file in the correct format.

4. Once you upload the file, a sneak preview will be shown with a first few rows of data that we were able to read from the file. This preview accurately represents how the data will be processed and imported to Redbooth. Check if everything looks good and then clickYes, this looks correct.

5. The tasks and task lists get imported by Redbooth.

6. Check your workspace and see them there!

Formatting your .xlsx file to match RedboothTask List:Accepts name of the task list under which you would like to create the task. If you are new to Project Management software, refer to the Redbooth Template to better understand task lists. If left empty, tasks will be put under a default task list.

Task: Accepts name of the task or action item you would like to be created as a task in Redbooth. If left empty, we name the task as [No name], and once your import is successful, you can change the name to something relevant.

Description (optional): Accepts description for the task. Use this space to add more details about the task.

Assignee (optional): Accepts email addresses like [email protected]. The following rules are applied when determining assignment:

If the email / user already exists in the Redbooth project, the task is assigned to the user.

If the email / user exists in the Redbooth organization, the user will be invited to the project and the task is assigned to the user. An email will be sent to the user inviting them to the project.

If the email / user doesnt exist in Redbooth, the user will be invited to the organization.

If your organization hits seat limit when trying to invite new users, we simply ignore the assignment. Once you import successfully, please add extra seats to your subscription and assign the tasks to new users.

You can assign to multiple users by entering their email addresses into the assignee column. The first email address entered signifies the principal assignee.

Due Date (optional): Accepts date in mm/dd/yyyy format. If the value is blank or non-date format, the value is ignored and the task is created with no due date.

If you are invited to Redbooth as an external member then you will have limited capabilities. You can only interact inside the workspace that you have been invited to and have no permissions at an organizational level. External members are exclusively available for Professional and Business subscriptions.

As an external, you can:

See content within the workspace of which you are a member

Access Conversations, Files, and Notes

Create and resolve tasks for any user in the workspace

Comments on tasks

Upload files on tasks

Receive notifications

Create task lists

As an external, you cannot:

Access organization or subscription billing settings

Create new workspaces

Invite new users or add existing ones to the workspaces

Access the reporting tools

Access the Timeline feature

Copy or export a workspace

Note that it is possible for an external member to be a participant or an admin in a different organization. If so, the above limitations are only applicable to the organization in which you are external.

Redbooth allows you to select the language you wish to work with. The languages currently supported in Redbooth are:

English

German

French

Spanish

You can update your preferred language from your Redbooth profile settings :

Redbooth previously supported other languages. If you are currentlyusing one of these languages then you can continue to do so. However, if you change between languages then you will not be able to revert back to the discontinued one.