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Eugenia Mendez Zubieta

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Recent activity by Eugenia Mendez Zubieta Recent activity Votes
  • Creating and Editing Labels

    In COR we can create and edit tags, which we will associate to users, tasks and projects. This function is exclusive to the C-Level and Director roles, therefore they are the only profiles that ...

  • 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...

  • 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 ...

  • Integrating HubSpot with COR through Zapier

    To integrate our COR account with HubSpot, we must first create a Zapier account: https://zapier.com/   Once inside our account we must select the "Make a Zap" option and follow these steps: Crea...

  • 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...

  • 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 ...

  • 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...

  • 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,...

  • My Hours Panel

    The 'My Hours' panel is a private view, for each user, of all the hours logged on the platform. This section provides an overview of the amount of time worked, distribution of hours in different ta...

  • C-Level Role Permissions

    The C-Level Role in COR has permissions to view, edit, create, archive and delete any type of data from the account.   By default, it counts with the following permissions:   If any of these permi...