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You Have Been Invited to Redbooth

If you have been invited to Redbooth by a colleague then you should have received an email. Check in your spam folder if you cannot see it. This email contains the verification link for your profile so it is important that you access Redbooth that way for the first time.

Once verified, you can start setting up your profile and exploring Redbooth

Step 1
Make sure you have your profile properly set up. This includes adding a profile picture and ensuring your name is displayed correctly. You also need to configure your notification settings. Read here for more information.

ConfigureProfile

Step 2
Now you need to start joining workspaces! When logging in for the first time, you will be prompted to join some already existing workspaces.

JoinWorkspaces

A workspace is where you and your colleagues will collaborate on projects. Each workspace is usually dedicated to a single project. Workspaces can be public or private. Find out how to join workspaces here.

Step 3
Why not introduce yourself to your colleagues? You can start an introductory conversation in one of your workspaces. If your organization has an HQ workspace or similar then that might be a good place to start.

CreateConversation

Step 4
Take a look at your dashboard. This is where you will find any tasks that have been assigned to you. It also keeps track of updates to tasks you are assigned to or mentioned in. Read here for more information.

dashboardupdates

Step 5
Now you should be able to start creating your own tasks! Remember the hierarchy in Redbooth:

Organization > workspace > task list > task

CreateTaskListsTasks

That means every task belongs to a task list, which in turn belongs to a workspace. You can assign tasks to yourself or other members of your team. Take a look here to learn more.

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