The easiest way to find a task (or pod, milestone, task list, message, comment, or file) is to use the search tool. For example, if you know the task name had the word ‘blog’ in it, you can search blog. 1. Enter the task name (or even a single word from the name) in the search […]
Why can’t I find something I am searching for?
Brightpod has a universal search option that allows you to find items you have entered into your Brightpod account. Making use of search can save you time going through pods looking for a particular task or task list, for example. What is included when I search? When you enter text to search, results will include: […]
Are there more advanced search options and filters?
The universal search tool has a basic filtering tool as well as advanced search query options. Using the filters or some advanced queries can help narrow down your search. First, we recommend you check out what is available through search and how team permission levels can affect what you see on your search page. Filtering […]
How do I change a pod’s client?
There are two ways you can link a client to a pod: Label the pod with a client name. Label the pod with a client name and invite the client to the pod to participate in your Brightpod account. Change the client label If you have only linked a pod to a client with a label […]
Can I reuse a pod with the same team members and tasks?
To save time and effort when setting up a project, we recommend reusing your pods! Inside every pod you have milestones, task lists, tasks with task types, and team members. All of these parts are called your Workflow. If you used one of Brightpod’s workflows and edited it, or created your own pod and workflow, […]
How can I organize my pods?
To help you stay on top of all of your projects, the Pods page has different grouping and filtering options. You can: View the page by grid or list (this affects only your view.) Filter by favorite pods. View completed and archived pods (administrators only.) View by client/category. Sort by last updated, A-Z, Z-A, or […]
How do I know what is happening in my projects in real time?
There are many ways you can check the activity of your pods at any point, including the activity page, the calendar, and the insights page. For all work being done in real-time, you can check out notifications for live activity across all of your projects. When someone assigns you a task/milestone, adds a message, invites you to […]
How do I turn off the notification sound?
Whenever there is activity in your account, you will receive in-app notifications. With each notification, there is a short sound to alert you to this notification. To turn off the notification sound, 1. Click on the notification icon at the top of your Brightpod account. 2. At the bottom of your notification list, there is a […]
How do I see tasks in a completed pod?
When you complete a pod, you can view completed tasks, files, messages, and anything else that contributed to this pod at any time without re-opening it. Note: You must be the administrator of an account to see tasks in a completed pod. To view this pod’s information without re-opening it, Go to the Pods page and […]
How do I complete a pod?
Congratulations on completing a pod! If you want to complete a pod and have the pod show up on Insights, the reporting tool, you can complete it. Once a pod has been completed, at any time you can re-open it, archive it, or delete it. Complete a Pod 1. Go to the Pods page and hover over the pod you […]