Question 1

Version 2.0 - Release Notes

Accepted Answer

| Version 2.0 Release Date: 12-May-2020

Overall a lot of functionalities are added in different modules along with UI changes and bug resolutions. Major features added are Folder sharing, Project templates, Account subscription page, help documents and server caching.

Project

Project can be created using a template now. Choose the default template or your custom template while creating a project. This will add all phases as per template into new project. Custom templates can be created in ‘Module wise settings’ in ‘Settings’ by account admins.

Choose Project Template

| Kindly refer this document to manage project templates. How to create project templates?

Dashboard

Timeline is now more informative. Users can see information about their important events on the timeline itself.

New Dashboard

“Assigned By” field is added in the new task creation screen.

Assigned By

Users can add a manual time record for a particular task from the task’s detail view by clicking the ‘+’ icon beside a timer.

![Manual Time Record](https://storage.crisp.chat/users/helpdesk/website/2da846f00bc18200/manual-timerecord_k07s

Question 2

How can i create a task and sub-task ?

Accepted Answer

Task is the perfect tool to collaborate with everyone. Here you can create tasks for a project or without a project. Tasks allow you to divide your work into parts and allocate it to your team members. Here you can create checklist, track the progress, manage statuses. You can link tasks to files as well.

| Admin have ultimate control over who can create project tasks among project team members. They can control it by using Roles & Permission feature. They can also decide whether estimated hours are mandatory or not while creating task. Kindly refer this document to set estimated hours mandatory. Set Estimated hours field mandatory while adding task?

Let us see how to create a Project Task:

Click on +New Task in Tasks section of project view.

New Task

Select task type from the drop down. Here we have three types of activities as Task, Issue and Request.
Task is default type of activity. You can select activity type as Issue when you want to assign an issue and Issues can be changed to task later on.
Request is a task where anyone from Assigner or Assignee is an external member. The system automatically sets this type to request which can not be changed by user, unless they change the assigner/assignee back to an internal member.

![Activity Types](https://storage.crisp.chat/use

Question 3

Brief explanation about files module.

Accepted Answer

Files module will help you to store files of various types, create folders. Collection can be created to keep together related files like site visits photographs and organize your data. This module helps us to maintain versions, associate other files to main files, maintain workflow statuses, and even comment on each file to have a conversation about it with our team members. We can lock the files when we do not want other team members to edit it.

| The files module exists in two places. First one, all the files which are not related to any project are stored in my files. Second one, each project has its own file repository and those files can be accessed by opening the respective project.

Following video will explain below points :

Creating folders and about actions available on folders.
Adding files into Redbracket HUB through local computer or from your cloud storage.
Creating collection to keep together related files.

${youtube}Adding Folders, Files and Collections

Below video will explain about what are the actions we can perform on files :

${youtube}Actions that we can perform on Files

Question 4

Getting Started with Redbracket HUB?

Accepted Answer

After successfully created your business account, please follow these steps to help you get started quickly and better implementation of HUB in your organization. You can start using HUB with pre-set commonly used settings. However, HUB allows you to customize it as per your organization’s workflow and processes.

| Please refer this guide to create new business account. How to create a New Business Account in Redbracket HUB ?

Follow the below steps to Getting Started with Redbracket HUB:

1. Customize Profile Settings.

Manage company profile and provide basic information like company logo, company name, established year, staff strength, turnover, company description, address, service locations and submit ID proof.
Set your Time zone in user specific settings to avoid data ambiguity.
Select your account theme color. How can I customize profile settings?

2. Create Internal Team Members.

Create your internal team members first in Contact module. Create internal user by selecting 'Create Internal Member' button, if the user is not registered on Redbracket platform. You can add existing user as internal member if they are already registered on Redbracket and not associated with any account by using ‘Invite’ button.
If you wish to assign tasks and share your files to external members like consultants and cli

Question 5

How to create a New Business Account in Redbracket HUB ?

Accepted Answer

The following steps will help users to create new business account in Redbracket HUB.

1. User Registration:

Navigate to Redbracket Hub and It will display the redbracket HUB Home page.
Click on “Start Free” Button on top right corner. It will display a form as shown in the below figure to create an user account.

Enter all mandatory fields, Accept User T&C and Click on “Sign Me Up!” button.
You will get an email to confirm your email address given in above form. Once confirmed from email, you will be redirected to login page.

Enter your email address, Password and click on “Login”.
It will display next page where you can create new business account (company account) or you can join existing Business Account as shown in the below figure.

Select “Create New Business Account” option, Select account type and your business type from the dropdown list.
Enter your business name and select two check boxes, then click on ‘Go Ahead!’.
It will display next page where you can set your company weekly off days. You can modify this whenever you want in future. Click on “Save & Next”.

![](https://storage.crisp.chat/users/helpdesk/website/e51a

Question 6

How to manage task filters and how to save customized filters ?

Accepted Answer

Task filtering system in Redbracket HUB will help you in getting specific results. It is also providing facility to save your customized filters for later use.

Let us see how to apply filter in tasks :

Click on filter option in top right of the tasks page in list or grid view. It will display custom filter form as shown in below.
By using task filter, you can get results based on assigner name, assignee name, activity type, status, project name, due date period, by tags or you can filter only important tasks.

To Filter tasks which are in closed state : (Example 1)

| We can find tasks which are in closed state only through filter. It will not show the closed tasks in any saved filters (My pendings, All pendings, Assigned by Me).

Following steps will help you to filter completed tasks :

Enter status name as "Close" in "By status" field and select all closed state tasks.

Next, scroll down where you can find "Submit" button. Click on Submit.
It will give all closed tasks list as shown in below.

Let us see how to save customized filter : (Example 2)

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