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Eugenia Mendez Zubieta

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Activity overview

Latest activity by Eugenia Mendez Zubieta
  • Eugenia Mendez Zubieta created an article,

    Estimates

    Within COR, we have the Estimates section, which allows us to have in one place all the quotes of the products and services we offer to our customers and also to associate them to the projects we a...

  • Eugenia Mendez Zubieta created an article,

    Time Tracking

    Logging the hours worked is essential to understand how much time we are dedicating to each of our clients, if it is necessary to adjust the scope of work, renegotiate conditions and allocate more ...

  • Eugenia Mendez Zubieta created an article,

    Project Template Permissions

    Within COR, we have the possibility to generate different project templates and grant access to specific users and teams. In this way, we will be able to limit who can use each template along with ...

  • Eugenia Mendez Zubieta created an article,

    How to clone a task?

    In order to clone an existing task, we simply have to open it and click on the three dots in the upper right margin and then click on "Clone Task": When cloning a task, a new one will be generated...

  • Eugenia Mendez Zubieta created an article,

    How to convert a Project into a Template?

    Once we have our project structured, we have the possibility to convert it into a template and generate new projects with the same format in just seconds. To do this, we must go to the project we w...

  • Eugenia Mendez Zubieta created an article,

    Overheads

    In COR we have the possibility to assign our Overheads percentage to calculate the extra costs of the clients, associated to the hourly rate of the people working on their projects.   Note: This fu...

  • Eugenia Mendez Zubieta created an article,

    Clear browsing data from Google Chrome

    When implementing new features and changes in COR, sometimes it is necessary to delete the data stored in the browser, to properly access and view all sections. The recommendation is to use Google ...

  • Eugenia Mendez Zubieta created an article,

    Why can't I mention someone in a task?

    Being able to mention a person in a task depends on our project permissions and also on the project and task permissions of the person we want to mention. The first thing to take into account to me...

  • Eugenia Mendez Zubieta created an article,

    Why don't I see a person in the dropdowns?

    In the task and project drop-downs we will see the people depending on our project permissions. If we have access to all the projects in the account, for example if our role is C-Level or Director,...

  • Eugenia Mendez Zubieta created an article,

    Collapsible Tasks

    Within the projects we have the Collapsible Tasks view, which allows us to access the information in an organized way according to the order of execution. Here we will visualize all the active and ...