Brightpod is a web-based project management & time tracking software for digital marketing & creative teams.
Brightpod is a web-based project management &
time tracking software for digital marketing & creative teams.
Brightpod takes the chaos out of marketing collaboration & helps
teams get clarity on their everyday projects, campaigns, tasks,
discussions & deadlines.
You
are free to try any paid plan for 14 days. Once the trial is expired
you'll need to upgrade to a paying account or downgrade to the free
plan.
Signup to Brightpod
1. Visit www.brightpod.com and click Signup.
2. Fill
in the Signup form with your name, company name, email address and
enter a Password. Then click "Start your 14 day free trial" to finish
the account registration.
Allow us sometime to create your account. Login using the account credentials you used while signing up and start accessing it.
Login to your Brightpod account
1. Once the account is created, you can login to Brightpod visiting the URL- https://app.brightpod.com.
2. Enter your Email id and Password to sign in.
When you first login to your account, Brightpod's interactive guide walks you through the basic concepts.
A Pod is a
project or organizational structure that is under continuous
development. You can add Pods for internal or client activity, for
example, Set up a Website, Client Facebook Page Marketing and Email
Campaign etc.
To make things easy, Brightpod offers Workflows. The Workflows are
pre-built set of Milestones, Task Lists and Tasks that you can easily
apply to a new Pod. Create a Pod using one of the existing Workflows,
build a custom Workflow or create everything from scratch.
In this article, we will learn how to create a Pod in 5 minutes for an Email Campaign using a Workflow.
Step 1 - Create a Pod
1. Login to your Brightpod account, navigate to Pods and look for the big green button Create a New Pod on the top right.
2. Give your Pod a Name.
3. The next step is to choose the Workflow.
As your new project is to run an email campaign for a client, select
the Workflow "Email Marketing Template". The workflow generates the
necessary Tasks, Tasks Lists and Milestones. You can keep track of the
activity and collaborate with your team.
4. Specify the date range for your project. Enter the Start date and Due date. Keep a track of time spent on tasks for this project. Set a total number of hours to be worked in the field Budgeted Time.
5. Add a new client or select from existing clients.
6. Select a Lead to manage the project. The Lead heads the project and will be able to add Team Members, Milestones and manage it.
7. Enter a description for your project. This information may help
your team in knowing more about the pod details and click the button Create Pod to proceed.
Take a look at this article for more details on how to create a Pod.
Step 2 - Invite a Team Member
You can invite members to your team through your Dashboard. All you need to do is enter their details and they will receive an invitation mail.
To invite your Team Members:
1. Login to your Brightpod account and go to the Team page.
2. Look for the green button New Team Member on the left and click it to add a new member.
3. Enter the details of your Team Member.
4. Specify a role. You can select from the available roles- Administrator, Team Member and Freelancer.
5. Give access to your Pods.
6. Click Send Invite to submit the details and send the member an email to confirm.
You can browse through member profiles and check the invitation status by navigating to Brightpod Dashboard → Team → Member Profile. The Team Members receive an email notification when they are invited.Team
Members may add Tasks, Task Lists and Milestones. The team members may
collaborate using the comments on each Task or File. The comments at Brightpod are threaded and the members may choose to notify about the updates.
Step 3 - Associate a Milestone
A
Milestone is a goal that you want to achieve for a set of tasks. You
can use an existing Milestone or add a new Milestone if you wish.
To create a new Milestone
1. Login to your Brightpod account and navigate to Pods.
2. Pick up the pod where you want to add the Milestones, navigate to the tab Milestone and click New Milestone to open the Popup.
3. Give your Milestone a Name and a Description.
4. Assign a Team Member who will be responsible for the Milestone. Specify a Start date and Deadline for the Milestone.
5. Click Add Milestone to save and start using the new Milestone.
Once a Milestone is created, it can be added to an existing Task List or link to a new Task List.
Step 4 - Add a new Task List and link to a Milestone
The Task Lists represent a collection of ideas, tasks to remember and different stages of a project arranged vertically in your Pod.
To add a Task List:
1. Login to your Brightpod account and navigate to Pods.
2. Pick up the pod you want to edit.
3. Navigate to the tab Tasks, look for the green button New Task List that appears on the top left and click that.
4. Give a name and enter description to your new Task List.
5.Link it to a Milestone.
6. Click the button Add Task List.
Associating a Milestone to an existing Task List
1. Login to your Brightpod account and navigate to Pods.
2. Pick up the pod where you want to manage Milestones.
3. Navigate to the tab Milestone.
4. Choose the Task List to which you want to associate a Milestone.
5. Hover over the Task List's name and click Edit.
6. Select a Milestone from the drop down under "Link to Milestone" and click Update.
Step 5 - Adding Tasks
A Task is an activity that needs to be accomplished within a defined period of time.
1. Choose the Task List under which you want to add a new task.
2. Click Add Task and enter your Task.
3. Press Enter to save it.
Assigning a Task using the drag and drop method
Tasks can be assigned to your Team Members who can take them to the next step.
To assign a Task
1. Pick up the Task List where you want to add the Tasks and look for the Task you want to assign.
2. In the right pane, you will see a list of Team Members with their
profile pictures. Click on the Team Member's profile picture to whom you
want to assign the Task, hold your mouse, drag it on to the Task as shown in the screenshot and drop it.
3. The task assignee will receive an email notification when the task is assigned to them.
Close the tasks by using the option "Mark as done" on the modal window once they are completed.
Milestone status will be changed as each Task in a task list completes.
Once you reach a goal and completed all the Tasks in the Task List, you can mark the Milestone as "Completed".
Team Members may submit messages to communicate with
the entire team. The Team Members may view any message posted under
Brightpod Messages and get notified by email when there is an update.
Files can be shared with each message and these are automatically synced to Brightpod Files.
Take a look at this article for more information on Brightpod Messages.
Brightpod Files was designed to help you upload files, so that you don't have to look for them in many places.
Take a look at this article for directions on how to share files.
Follow @brightpodapp or casually read our blog for tips, tricks and working smart.
If you are a Brightpod customer and would like to get featured please drop us a note at help@brightpod.com