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Eugenia Mendez Zubieta

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Recent activity by Eugenia Mendez Zubieta Recent activity Votes
  • 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...

  • Tasks Deadlines Permissions

    The Task Deadline permission allows us to select which users will be able to make modifications to the task deadline and therefore, it is linked to the "Task" Edit permission. This means that a per...

  • Tasks Panel

    The Tasks Panel is the view that contains the information about the work we have to perform on a daily basis. Task Title Client and Project Name Client / Project Edition Information Panel Star...

  • Bulk Import of Projects

    To massively upload Projects to COR, we must go to the Projects section, click on the file upload icon and then click on "Import Projects"   We will enter the bulk Project upload section, where w...

  • Jira Integration*

    In COR we have the possibility to integrate our Jira account and automate the creation of users, projects and tasks within COR. Connection API Token Generation User Creation Projects Tasks Sta...

  • What data about our clients can we add in COR?

    To add a new customer in COR we only need to fill in their name. To have the information unified and complete, we can also add all the additional data.  In the first tab we will find the details: ...

  • Deliverables in Tasks

    One of the options within the tasks is to convert them into Deliverables. This way, when generating reports, we will be able to better measure the real time consumed by certain deliverables and dif...

  • Microsoft Teams Integration*

    *This integration is pending approval in a BETA instance and cannot be connected from the Microsoft Teams Applications directory. COR can currently be integrated with Microsoft Teams through th...

  • Customer Access (Contacts)

    In COR we can give our customers access to the projects and tasks we need to share with them. Contact Creation Share Projects Share Tasks Contact Access Contact Creation The first thing to do is ...

  • 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 ...