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Eugenia Mendez Zubieta

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

  • 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...

  • 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 ...

  • 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 ...