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Tips & Tricks
Make the maximum out of HUB
Quickly search any item
Redbracket HUB provides search option in each and every page that offers users a way to find content quickly. Especially, search option in dashboard allows you search everything like project, file, task or deliverable by its name or number. So you can quickly search any item from dashboard itself. Quickly search any item from Dashboard: Example 1 : Search Project. You can search any project with project name or project number as shown in below. ![Search Project with Project name
Set the theme color of your taste
In Profile Settings, you can set user specific settings like timezone and theme color. Set the theme color: In Dashboard, click on settings in user menu. It will take you to the profile settings page. You can select theme color In User Specific Settings section as shown in below. Select Theme Color
Create your own workflow on Task
Redbracket HUB workflow provides standard flow of tasks through various stages and helps in achieving the goals faster. This guide will explain about basic task workflow, default task stages and help you to create your own statuses in each and every stage according to your work flow. Create your own task workflow through various stages : All the tasks with any status of 'OPEN' stage are consid
See missing timesheets of users
Redbracket HUB system does not show the not created/missing timesheets of holidays and weekly offs which you have entered in timesheet settings. So you can not see the timesheets of holidays and weekly offs either in "My Not Cr
How can I share my screen while getting support?
Using the support chat screen-sharing feature, you don't have to use any third-party tools like Zoom, Teamviewer, Skype, or Whereby to share your screen with customer support. It will be very helpful for us to Troubleshoot bugs in live and solve issues in a few minutes How does it work? Click on Accept button on audio-only call pop up, once after support team make crisp audio call. ![Click on Accept](https://storage.crisp.chat/users/helpdesk/website/2da846f00bc18200/crisp-calljpg_1
Set Estimated hours field mandatory while adding task
Redbracket HUB allows to decide whether estimated hours are mandatory or not while creating task. Setting estimated time on each task will provide meaningful and accurate performance analysis reports. Steps to set estimated hours mandatory: In Dashboard, click on Settings in user profile screen. Next, click on User Wise Settings in settings main menu. Go to Tasks settings and choose Make Estimated Hours Mandatory option as shown in below example. ![Set Estimated
Create your own workflow of Files
Basic file workflow & default file statuses: As shown in below picture, File status is divided into three major stages, Open, In
How can I mention someone in comments?
@username In Comments, you can use @username to grab someone's attention when there is more than one person in the conversation. It will be helpful when you want to address specific user in comments of a File, Task or Deliverable. All comments are visible to internal team. Mentioning external members makes that comment visible to them and all mentioned users will be notified through emails along with notifications. This guide will show you how to mention users in comment. ![Mention users i
Create your own Roles and Permissions
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.
Set Auto approval system on Timesheets
You can set auto approval system for the timesheets submitted for approval in case you want the submitted timesheets to be auto approved by the system if the responsible person (approver) has not taken any action in specific days. Set Auto-Approval Days For Time Sheets: Click on Settings in user menu. Go to Module wise settings from the main menu of Settings screen. Go to Timesheets settings and click on
Access recently worked items to resume work quickly
Redbracket HUB Dashboard is a good place to start the day. You can see today's due items and Overdue items as on today. The section "Items You Last Worked on" shows the list of items that you have worked previously. So you can directly access those recent items like Tasks, Deliverable, Timesheet, Files and Collections from dashboard. Access recently worked items from Dashboard: In Dashboard, click on the section "Items You Last Worked on". It will display all recently worked it
Quickly start timer on a recent task
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.
Keep Task closing right with assigner only
You can decide whether assignee can close task after completion of work or assignee needs to send request to the assigner for reviewing the work and close it.