Follow these steps to get started quickly and for better implementation of HUB in your organization. You can start using HUB with preset commonly used settings. However, HUB allows you to customize it as per your organization’s workflow and processes.

Step 1. Create User and Business Account

Please refer to this article to create your user and business account. How to create a New Business Account in Redbracket HUB ?

Step 2. Create Internal Team Members

Create your internal team members first in the Contact module. Create an internal user by selecting the 'Create Internal Member' button. After adding your team member, they will have to confirm their email id from the email they get. After email confirmation only you will be able to add them in projects or assign tasks.

Please refer: How can I add internal and external users into my account?

If you wish to assign tasks and share your files to external members like consultants and clients then you just need to invite them in the contacts module using the ‘Add External Member’ option in Add Contact. For adding them they need to be already registered on Redbracket.

Step 3. Customize Module Wise Settings

In module wise settings, there are some system defined item types and status. For example, a project type is 'Residential', while a file type is 'Architectural'. Also a project can have status as ‘Active’, “On Hold”, ‘Completed’ and a file can have status as ‘Schematic’, ‘Co-ordinated’, ‘Released’, ‘GFC’ etc. Customize your own item types and status in the Settings menu option available under the user menu. Only admin users have the permission to manage these settings.

Project Settings:

You can modify existing project types or add new ones as per your requirement in the 'Type' section.
You can modify existing project statuses or add new ones as per your requirement in the 'Status' section.
You can create a new project template with phases and tasks as per your requirement in the 'Template' section.

Files Settings:

You can modify existing file types or add new as per your requirement in the 'Type' section.
You can modify existing file statuses or add new as per your requirement in the 'Status' section.
You can set the file download link expiry period in the 'Settings' section.

Deliverables Settings:

You can modify existing deliverable statuses or add new as per your requirement in the 'Status' section.
You can set the file download link expiry period in the 'Settings' section.

Tasks Settings:

You can modify existing task statuses or add a new as per your requirement in the 'Status' section along with other task related settings.

Timesheets Settings:

Set your company's holidays and weekly offs in the 'Holiday List' section. System will consider all days except all weekly offs and holidays as working days in various reports.

Please refer: How to manage Module wise settings?

Step 4. Create a Project

Now create a project and add internal and external team members in the project team with their specific roles. The team members will have access to the project data as per their role. The same user can have a different role in different projects.

Please refer: How to create a new project?

Step 5. Add Tasks, Files and Deliverables

Now divide your work by creating tasks and sub-tasks under a phase and assign them to the team members. You may set estimated hours for each task and get user performance reports based on actual time spent. Please refer: How can i create a task and sub-task ?

Create folder structure the way you want and add files and collection into it. Please refer: Brief explanation about files module.

Create deliverables and transmit files to clients and track the delivery. Please refer: Brief explanation about Deliverables.

Step 6. Configure Security by Enabling Access policy

HUB gives you a facility to control its access by user and IP address. Enable access policy and give access to your account by setting specific ip address location for each and every member of your company and keep your data secured.

Please refer: How to manage Access Policy in Redbracket HUB?

Step 7. Create Project Roles and Permission

By default, HUB provides three project roles like Project Manager, Internal Member and External Member. Create new roles if you wish to create your own set of permissions. This role decides what a particular user can see, add, edit, delete and take actions inside a project.

Please refer: How to manage Roles & Permissions?

Daily Activities by Users and Best Practices

Once you set up your account, your team members are ready to use it on a day to day basis. The users should perform below activities to get maximum out of HUB.

Create and assign tasks to self or other team members with estimated hours.
Fill up the timesheet at the end of the day and submit to your approver. Use an auto time tracker app to automatically capture accurate time.
Add files to share with other team members and for delivery.
Create deliverable and transmit files/drawings to your client and track the delivery.
Prioritize your work based on your pending, on-going and future work displayed on your dashboard.
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