Redbooth Updates

Redbooth update · March 30, 2018

New for Our Redbooth Integration: Use Zaps to Prioritize and Delegate Tasks

Not all tasks are created equal. The latest update to the Redbooth-Zapier integration can help you prioritize and delegate the tasks that land in your workspace. Now when you create Zaps with the Create Task Action, you can programmatically add assignees, due dates, and mark new tasks as urgent. more
Redbooth update · April 26, 2017

Updates for Redbooth: Use Zaps to Find Tasks and Create Comments

Boost your team's efficiency with a recent update to Zapier's Redbooth integration. Now you can create Zaps that automatically find existing tasks and then create comments on them, so you can leave feedback and ideas for teammates without dedicating extra time. Speed up team workflows and get more
Redbooth mention · May 12, 2016

How to Create Effective Document Templates

Every week brings new projects, emails, documents, and task lists. How much of that is completely different from the work you've done before? Odds are, not much. Many of our day-to-day tasks are variations on something we've done hundreds of times before. Don't reinvent the wheel more
Matthew Guay
Written by Matthew GuayLast updated November 10, 2018

Projects need to be broken down into tasks, with due dates and assignments to make sure they get done. But they also need communication to figure out project goals, catch up on progress, decide which path to take, and much, much more. Comments and messages are often not enough, which is why you still have to schedule meetings, pick up the phone, and keep a team chat app open.

Or, you could use Redbooth, a project management tool designed around communications. Each task has comments, and there's still discussions on each project workspace—but there's also a group chat pane on each workspace, a tiny chat pop-over in the bottom right corner, and a Meeting button on the top to start voice, video, and screen-sharing calls. It's everything you'd need to communicate about your projects and plan your work.

Redbooth start with a dashboard that lists your tasks for the day from all projects, along with recent activity—messages, new or tasks, and more. You could start a new task, project workspace, conversation or note from the red + button, or chat with a colleague in the bottom right. Or, open a Workspace, where Redbooth keeps all of your project info in one place.

Workspaces open with a team chat pane on the right. Your tasks will be arranged in kanban board-style columns, where you can set up your own task management workflow then drag-and-drop tasks into the order you need. Or, you can view tasks in a list view, with the kanban columns turned into section headings, and filter down to see just the tasks you need. Tasks include the standard details, sub-tasks, and comments, along with an option to log time spent on tasks. There's keyboard navigation, so you can switch between tasks with your arrow keys for quick productivity.

When you need to discuss things, there's Notes to write long-form posts to record client info, internal process, research notes, and more. Or, you can start a conversation, with email-like messages. Team chat and direct messages work for everything else—that is, unless you need a meeting. Then, you can start a voice or video call anytime, or schedule a meeting for a time in the future. That'll create a calendar invite, so you can add everyone to the call and make sure they're ready at the right time.

For a deeper look at your projects, you'll want to check Redbooth's Reports. Here, you can see a list of tasks assigned to each person on your team, a calendar of scheduled tasks and events, each person's workload, and a log of all the time tracked across your tasks and projects plotted on a calendar. These are handy ways to get a quick view at how your team's work is going, or you can download each report in spreadsheet formats to analyze on your own.

With detailed task management, communication tools, and flexible reporting, it's everything you need to keep your projects on track in an easy-to-use interface. Whenever you need to get in touch with your team, there's a number of ways to do it in Redbooth—without ever leaving your project task lists.

Originally published December 12, 2017; updated November 10, 2018 with new screenshots

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