To get a big picture view and export all of your pod and team member’s tasks, you use Insights. 1. Go to Insights. 2. On the right side under Get Insights On, click Pods. 3. Select the pod y...
Tasks
Can I view my tasks as a Kanban board?
Brightpod’s default layout for tasks is the flow view, which is like a Kanban board. There is also the option of viewing your tasks as a list in the list view. When you decide on which view you li...
Can I email in tasks to a completed or archived pod?
No, you cannot email tasks using Brightpod Send to a completed or archived pod. Completed pods can have tasks and comments added after it has been completed, but Archived pods cannot.
How do I share task lists and tasks with clients?
Team members may share task lists with clients using the option Visible to Clients. Clients are allowed to create new task lists and tasks that will be visible to everyone in the team. To share task l...