You can assign a Task to a teammate, as well as an assistant teammate to help. If you want to remove the assistant from the Task, 1. Select the task name to open up Task details. 2. On the right side, click Assist. You will see a checkmark beside who is assisting on the task. 3. […]

Communication is a key part of any project. In Brightpod, you can notify teammates anytime you make a comment on a task. A teammate will be notified via the in-app notification icon and by email. Select the task name to open up task details. Here, you can enter a comment (including a file attachment if you […]

Once you create a Time entry, it is listed on the the Time tab of the Pod. To delete a time entry: 1. Go to the Time tab of your Pod. 2. Hover your mouse over the time entry you would like to remove. Click Remove. If you accidentally removed a time entry and would like […]

In Brightpod, there is no specific notification when a task is almost overdue. You can: View the calendar to see which tasks are coming due in the next few days. Set date ranges using insights to see which tasks are coming due. Receive the daily digest and view the ‘Upcoming’ section, showing tasks, milestones, and […]

To approve tasks before they are closed, you can create an Approvals Task List. In this Task List, your team members can put all of their tasks so you can approve them, then close them. Let’s walk through an example. Let’s say you have an email campaign where a new graphic is needed. Before this […]

There are two ways you can mark a Task as closed or complete. Closing a Task from the Task Details 1. Click a Task title to open up the full details of the Task. 2. On the right hand side, click Mark as Done. Closing a Task from the Task page 1. Go to the Tasks page. 2. […]

Note: Events is no longer a feature for accounts signed up after September 15th, 2018 A Task is something that you and your team need to accomplish in a particular pod. They are single items within a task list. A Milestone is a marker or a goal that you want to achieve for a list of […]

On the Focus page. You can rearrange tasks on the Focus page by Today, This Week or Someday.

It is not possible to automatically organize tasks and task lists alphabetically, by date, or any other categories. To help organize and prioritize your tasks, you can: Change your task page view between the Flow view and List view. Focus on tasks so you know which are important. Set a work priority list for all […]

Recurring Tasks are the tasks that happen on a regular basis. When you mark a task complete, the next task is automatically generated based on the repeating pattern you set up. Create recurring tasks simply by entering a keyword specified by Brightpod, for example, every year, every month, and every friday etc. If you choose a […]