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

Q: Create your own Roles and Permissions

<blockquote> <p>In Roles &amp; Permissions, you can add custom roles and decide the access level or permission for each module just the way it suits your organizational workflow. Assign these roles to project team members allowing them to perform things as per their work and responsibilities.</p> </blockquote> <h1 id="1createyourownrolesandpermissions">1. Create your own Roles and Permissions.</h1> <p>| Roles &amp; Permissions in settings allow users to create new "Project Roles" and grant permissions for each and every module. There are two types of roles. 1. Project Roles and 2. Group Roles(Non-project roles). Non project roles are applicable to all non project items. Similarly project roles are applicable to all project items. Apart from all predefined project roles, you can create your own project roles according to your requirements.</p> <p>||| Note: You must have admin access privileges to manage Roles &amp; Permissions. You can not modify 'Project Manager' role.</p> <ul> <li>In Project roles, by default, project manager, internal member, and external member roles are defined by the system. The permissions under these roles are applicable to all project items. </li> <li>By default, the project manager has all permissions on all module items for a project. You can edit internal member and external member permissions but you can not edit project manager permissions. </li> <li>You can copy any existing role to create a new project role or you can directly create new project role by clicking on “Create New Role +” option.</li> </ul> <p>| Please refer this guide to create your own roles and permissions. [</p>

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 remove internal member(employee) from my account?

Accepted Answer

Contacts allows you to add and manage your connections. HUB only allows working with your connections. You can add your internal members(employees) and external members like clients, consultants, vendors or any other redbracket users. Here you can add and remove contacts at any point of time.

| NOTE: You must have admin access privilege to Create, Remove or make an internal member as Admin. All other internal team members can invite external members.

How can I remove contacts from my account?

In contacts page, You can see Remove option in further actions of each contact. Once click on remove it will display alert pop up.
Click on Delete in alert pop up and the contact will be removed from your account. It will also be deleted from all Projects and related Items.

Remove Contacts

||| Once contact is removed from account, that user can not access any information of your account. however, the data related to that removed user will remain in your account.

| Please refer this document to know about how users can re-join or create a new business account after leaving or removed from account by admin. How to re-join into existing account after leaving or removed from account by admin?

Question 3

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 4

Quickly start timer on a recent task

Accepted Answer

Timer

When you want to track time while you work on task you can start timer and create time records. These time records are collected throughout the day and stored under the timesheet for that day. At the end of the working day the user can review the time records, add, edit, delete and then submit the timesheet for approval.

| Timer tray feature at top header will show you recently added time entries and this feature will be available in each module. So you can directly start timer of that recent task from across application.

Quickly start timer on a recent task:

Once the timer has started, it will appear in the respective task and also in the Timer tray window.
You can see which timer is currently running and recently added time entry records in Timer tray in the top header. So you can directly start timer of recent task from timer tray.

Timer Tray

||| NOTE: You can not start timer on closed state tasks. Even in Timer tray, time entries which belong to closed state tasks will be hidden automatically. If you want to start a new timer when the timer is running then you need to save or discard the old one.

Question 5

Create your own Roles and Permissions

Accepted Answer

In Roles & Permissions, you can add custom roles and decide the access level or permission for each module just the way it suits your organizational workflow. Assign these roles to project team members allowing them to perform things as per their work and responsibilities.

1. Create your own Roles and Permissions.

| Roles & Permissions in settings allow users to create new "Project Roles" and grant permissions for each and every module. There are two types of roles. 1. Project Roles and 2. Group Roles(Non-project roles). Non project roles are applicable to all non project items. Similarly project roles are applicable to all project items. Apart from all predefined project roles, you can create your own project roles according to your requirements.

||| Note: You must have admin access privileges to manage Roles & Permissions. You can not modify 'Project Manager' role.

In Project roles, by default, project manager, internal member, and external member roles are defined by the system. The permissions under these roles are applicable to all project items.
By default, the project manager has all permissions on all module items for a project. You can edit internal member and external member permissions but you can not edit project manager permissions.
You can copy any existing role to create a new project role or you can directly create new project role by clicking on “Create New Role +” option.

| Please refer this guide to create your own roles and permissions. [

Question 6

How to transmit files through Deliverables?

Accepted Answer

Deliverables help you to plan your project delivery in advance, upload deliverable files and send them digitally or physically with hard copies with covering letter. You can also generate delivery reports to submit to clients and other concerned parties.

| We recommend that you use this module for only transmitting files which are finalized or very important and you need to keep track of the delivery. For every other scenario, you can just share the file instead of transmitting it.

||| You can not delete Deliverable once file transmitted either by digital or physical transmission.

Following video will explain below points in detail:

Creating new deliverable.
Plan your files to be delivered and adding them later.
Transmitting files to client and other concerned parties through Digital and Physical transmission.

${youtube}Transmitting files through Deliverables

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