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Getting Started
Get started quickly and learn Brightpod best practices.
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FAQs
The top 10 most frequently asked questions and popular articles this month.
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Case Studies
See how other companies use Brightpod to manage their projects.
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Billing
(19)
Can I change my billing from Monthly to Yearly?
Does Brightpod offer a non-profit discount?
Do you store my credit card details?
How do I downgrade to a free plan?
How do I make a payment?
Clients
(12)
How do I share messages with clients?
How do I invite a client?
How do I share task lists and tasks with clients?
What permissions do clients have and what do they see?
How do clients add new tasks and access the tasks assigned to them?
Editorial Calendar
(15)
Brightpod calendar
Can I share our calendar with members outside our team?
Can I sync my Brightpod calendar with Google or Outlook?
Do you color code my projects on the calendar?
How do I move a task to another pod from the calendar?
Email Integration - Brightpod Send
(10)
Can I email in tasks to a completed or archived pod?
Can I forward email to my Brightpod Send address?
How I add a file via email?
Can I add tasks to my Pod via email?
Can I add task lists to my Pod via email?
Files
(15)
How do I store all of my files in one place?
Can a person remove a file uploaded by an Admin?
How can I upload a file that is currently in my Box account?
How can I upload a file that is currently in my Dropbox account?
How can I upload a file that is currently in my Google Drive?
General
(12)
Are there any keyboard shortcuts that I need to know about?
Can I see video tutorials?
Can I view my tasks as a Kanban board?
How do I change my account password?
What if some of the buttons/actions disappear from the app?
Getting Started
(9)
Why choose Brightpod?
Set up your Brightpod account
Onboarding your team
Organizing projects using pods, milestones, & tasks
Staying on track with time tracking
Insights/ Reporting
(14)
Can I generate a report for just four of my projects?
How do I export all the tasks to a spreadsheet?
How do I create and export project reports?
How do I get a report of all project activity for a single client?
What is Insights and what will the Insights page show me?
Me Page + Work Priority List
(4)
Is there a way to just see one person’s task list?
Can I see someone else’s Me page?
How does the Work Priority List work?
What will the Me page show me?
Messages
(4)
Can anyone remove a message?
Can everyone see all Messages within a Pod?
How do I know if someone has posted a Message?
What can I do with Messages within a Pod?
Milestones
(8)
How do I assign a milestone to a team member?
How do I associate a milestone with a task?
How do I close a Milestone?
How do I edit a Milestone?
What are milestones?
Personalization
(6)
Can I have a different color for each of my projects?
Can I use Brightpod with my domain name?
How can I edit the picture of my team members?
How do I edit my company logo and name?
Can I update my details and change my profile picture?
Projects/ Pods
(36)
Finding removed and archived items
Can all my team members access all Pods?
Can I associate a color with each of my projects?
How do I change details of a Pod?
How do I change the Pod Lead?
Settings
(7)
Can I turn off email notifications and the Brightpod digest?
How do I configure my Brightpod Settings?
Is there a daily digest of all activity that I can subscribe to?
Can I have multiple businesses under one Brightpod login?
Why am I not receiving any email notifications?
Sign Up & Login
(8)
Can I ask people outside of my team to participate in my Brightpod account?
Can I change my email address or login credentials?
Help! I can’t sign in
What happens if I have multiple Brightpod accounts?
What if I forgot my password?
Task Lists
(6)
How do I edit a Task List?
How do I remove a Task List?
Task Lists
Can I move task lists between pods?
Can I request approval on tasks in Brightpod?
Tasks
(42)
Is there a way to just see one person’s task list?
Can I reply to a comment via email?
How do I add a Task?
Attach files using the drag and drop method
Can anyone add Task Lists or Tasks to a Pod?
Team
(16)
Can I delegate work to a person who has not yet accepted the invitation to join Brightpod?
How do I remove a team member from a Pod?
How do I invite a new team member to my Brightpod account?
How do I make a team member an administrator and vice versa?
How do I view activity of a particular team member?
Time Tracking
(9)
Can I budget time for each task?
Can I budget time for my projects?
How to add time to a task
How to turn off and hide time tracking
How to track time and export time reports
Workflows
(10)
Can I add my own Workflow?
Can I view a workflow before using it?
How can we delete workflows?
How did you come up with these Workflows?
How do I setup a workflow when adding a new pod?
Video Library
Manage Content Marketing
Me Page + Work Priority List
Personalizing Brightpod
Setting up recurring tasks
The New Pod Listing View + Filters
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