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Eugenia Mendez Zubieta

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Votes on activity by Eugenia Mendez Zubieta Recent activity Votes
  • Projects & Tasks

    Click here to access the Projects module and here for the Tasks module. Projects are composed Tasks (Client>Project>Task). For example, if you wanted to “Design a Web Site” (Project) for a Company ...

  • 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...

  • Permission Templates

    Within COR we have different roles, to which we can apply a specific set of permissions according to the functionalities we need to enable them.There are pre-established permissions by COR, however...

  • 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...

  • 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 ...

  • Search Tool

    From the general search tool, we can easily find tasks, projects, clients, users and contacts. To make a more specific search, we have the option to select the entity we are looking for.   Clickin...

  • 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: ...

  • 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...

  • Best Practices | Project Managers - Accounts

    COR is more than a software where our projects, tasks and hours are tracked. The platform can help us to organize our work and our team's work, making us more efficient and enhancing everyone's wor...

  • 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 ...